The Opportunity:
Providing excellent customer service doesn't come from processes, technology or excellent facilities; it comes from people - people like you. We're looking for an Office Manager for our Irvine, CA location that can embody excellent customer service. In this role you will help our Regional Vice Presidents with correspondence, appointments and administrative tasks. If you are looking for an opportunity to join a growing company and enjoy helping individuals, then this might be the right fit for you!
The Day-to-Day:
- Schedule/coordinate meeting spaces for potential clients and maintain office calendars
- Answer and screen incoming calls to corporate reception lines
- Route incoming calls to the appropriate party, ensure all calls are answered timely and satisfactorily
- Keep the office tidy, maintain inventory, and handle administrative tasks such as mail, faxing and filing
- Assist our Regional Vice Presidents with correspondence, appointments, and administrative tasks
- Maintain awareness of vendors or non-client persons in office area
- Handle administrative and operational responsibilities that support team goals, and assist with a variety of special projects
Your Qualifications:
- 2+ years of office management, reception, or similar work experience
- Professional and engaging communication
- Comfortable supporting various personnel and leadership
- Familiarity with Word, Excel, Outlook
- Maintain composure and presence of mind when working with volatile customers
- Strong professional orientation towards client service
- Instills confidentiality and trustworthiness
- Display ownership and autonomy independently
- Exceptional organization and time management skills
Compensation:
- $50,000 - $80,000 base salary per year in the state of CA. New hires should expect to start at the lower end of the range depending on experience
- Eligible for a discretionary bonus based on firm and individual performance
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
- 100% paid medical, dental and vision premiums for you and your qualifying dependents
- A 50% 401(k) match, up to the IRS maximum
- 20 days of PTO, plus 10 paid holidays
- Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
- This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Skills Required
- 2+ years of office management, reception, or similar work experience
- Professional and engaging communication skills
- Ability to support various personnel and leadership
- Familiarity with Microsoft Word, Excel, and Outlook
- Ability to remain composed when working with volatile customers
- Strong professional orientation toward client service
- Confidentiality and trustworthiness
- Ownership and autonomy when working independently
- Exceptional organization and time management skills
What We Do
Fisher Investments is a fee-only investment adviser serving private clients and institutional investors globally. It provides tailored investment management and personalized service, managing assets through U.S. private-client, institutional, and international private-client business units. Its clients include families, businesses, corporations, pension funds, foundations, governments, and other institutions, and it offers retirement-planning guides and investment insights to help clients pursue long-term financial goals.
