Brokerage Assistant

Your responsibilities will include:

• Ensuring all transactions are settled in a timely fashion
• Executing cash management duties for client accounts including wiring funds, transferring funds internally and requesting drafts from the Operations team when required
• Liaising and problem solving with related departments
• Maintaining all client files and other records ensuring compliance with Know Your Customer (“KYC”) and Qualified Intermediary (“QI”) requirements
• Opening new client accounts
• Servicing client enquiries where appropriate
• Providing back-up support for Bermuda Stock Exchange activities
• Participating in brokerage area meetings
• Any other duties required for the department to function efficiently

Your qualifications and skills include:

• A university degree or relevant experience.
• Ability to deliver superior service and deal with clientele in a mature, professional manner
• Strong knowledge of Excel and Word
• Excellent communication skills
• Excellent organisational skills and the ability to work on initiatives as a team member in a demanding environment