What are the responsibilities and job description for the Fulfillment Associate position at Fisher Investments?
Overview
Are you looking for a great place to work and grow your career? Come join our Fisher Investments Fulfillment team and support our rapidly growing global investment firm. Fulfillment Associates will be responsible for fulfillment marketing, office supply requests, maintaining client files, shipping and receiving functions and hospitality functions.
The Opportunity:
As a Fulfillment Associate, you will oversee a range of responsibilities differing daily. Reporting to a Fulfillment Team Leader, you will handle office supply requests, shipping and receiving, maintaining client file, different hospitality functions, and more.
The Day-to-Day:
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:
Are you looking for a great place to work and grow your career? Come join our Fisher Investments Fulfillment team and support our rapidly growing global investment firm. Fulfillment Associates will be responsible for fulfillment marketing, office supply requests, maintaining client files, shipping and receiving functions and hospitality functions.
The Opportunity:
As a Fulfillment Associate, you will oversee a range of responsibilities differing daily. Reporting to a Fulfillment Team Leader, you will handle office supply requests, shipping and receiving, maintaining client file, different hospitality functions, and more.
The Day-to-Day:
- Data entry of prospect and client information
- Monitor office supply inventory
- Sort and distribute incoming mail and packages
- Process UPS, DHL and FedEx shipments
- Help with office moves, mounting equipment and cleaning
- Prepare marketing kits for prospective clients
- Proficient in desktop PC's, printers and scanners
- Experience with UPS, FedEx and DHL
- Proficiency in Microsoft Word, Excel and Outlook
- Ability to lift and move packages up to 50lbs as needed
- Comfortable sitting, standing, walking and performing repetitive tasks for extend periods
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.