| About our client |
| Our client in Bermuda is a full service Investment Management and Advisory firm that is seeking an individual to join a team of energetic and committed professionals as a Financial Assistant. |
| Position |
Location |
| Financial Assistant |
Bermuda |
| Salary |
| $40 - $45K |
| Responsibilities |
· Provide administrative support to senior account executives including the scheduling of client meetings, seminars and other marketing initiatives for investment advisory and pension clients.
· Prepare documentation for client meetings, including reviewing and rebalancing portfolios to maintain compliance with the model portfolio.
· Provide client service including handling client inquiries and requests.
· Day to day administration of all investment advisory and pension accounts including liaison with third party pension administrators.
· Assist in developing and implementing a Client Service Plan.
· Provide periodic reports for existing investment advisory and pension clients as well as assist in the preparation of proposals for prospective clients.
· Create correspondence to clients and third party vendors, and update and maintain client documentation.
· Document client instructions in proprietary management system and monitor client accounts to ensure records are accurate and that funds are available for the purchase of securities.
· Ability to supervise and provide training as needed. |
| Requirements |
· A Bachelor's Degree in Economics or Finance, or an equivalent internationally recognised qualification such as Series 7, Canadian Securities Course and Canadian Securities Conduct and Practices Handbook or USA/UK equivalent.
· Experience providing client service to investment advisory and pension clients.
· Experience in reviewing client’s accounts to assess appropriate requirements for scheduled meetings.
· Experience in administering pension clients.
· Knowledge of applying Bermuda pension law would be a plus.
· Strong written and verbal communication skills are essential.
· Must be comfortable dealing with clients and be a ‘people person’.
· Proficiency with Microsoft Excel and Word.
· Willingness to work long hours as necessary. |
| Contact |
To apply for this job, indicate the job number (top of page) and send your resume to:
accounting@fepsearchgroup.com |
