Financial Operations Coordinator

hace 2 meses


San Francisco, Heredia, Costa Rica Fisher Investments A tiempo completo
Overview

Fisher Investments and its affiliates have a unique approach to serving high-net-worth private clients. As a Financial Operations Coordinator, you will work closely with US-based clients, forming relationships and becoming the operational expert that helps them navigate their financial futures.

The Opportunity:

  • You will coordinate client requests by working with multiple internal departments, including portfolio management, sales, service, and more.

This is not just a job; it's a career path within the finance industry. Whether or not you have a finance background, your possibilities here are endless. We hire from all majors and backgrounds because we believe in the diversity it brings. In addition to receiving in-depth training on financial markets, you will be mentored by an experienced coordinator to help you succeed at your role.

The Day-to-Day:

  • Fulfill operational tasks between Fisher Investments and top brokerage houses who act as our dedicated custodians.
  • Interact with clients to establish and clear accounts and resolve documentation and transfer issues.

Your Qualifications:

  • Proficient in written and verbal English.
  • Bachelor's degree or equivalent combination of education and experience.
  • Commitment to maintain quality of work while sticking to a timeline.
  • You overcome challenges and learn from setbacks while working towards improvement.

Why Fisher Investments Costa Rica:

We work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make our purpose possible. And we invest in them by offering exceptional benefits like:

  • 100% paid premiums for our top-tier supplemental healthcare plan (includes medical, dental, vision) for employees and their qualified dependents.
  • Employer-paid $10,000 life insurance policy.
  • 15 days of annual leave, plus up to 10 paid holidays.
  • Employee Assistance Program and other emotional wellbeing services.
  • A collaborative working environment that practices ongoing training, educational support, and employee appreciation events.

Compensation: The estimated salary for this position is around $60,000-$80,000 per year, depending on experience and qualifications. We offer a competitive compensation package that includes benefits and opportunities for growth and development.



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