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Financial Assistant:-
Bermuda Investment Advisory Services Ltd. (BIAS) is a full service Investment Management and Advisory group with companies in Bermuda and Cayman seeking an individual to join a team of energetic and committed professionals as Financial Assistant.

The successful candidate must have a professional demeanor; a warm and outgoing personality and enjoy working with clients.  This position calls for handling large volumes of confidential work with tact and discretion.

Responsibilities and Duties

• Administrative support to senior account executives including the scheduling of client meetings, seminars and other marketing initiatives for clients.
• Prepare documentation for client meetings.
• Handle client inquiries and requests.
• Assist in developing and implementing a Client Service Plan and Business Development 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 as well as update and maintain client documentation.
• Document client instructions in BIAS’ proprietary management system and monitor client accounts to ensure records are accurate and that funds are available for the purchase of securities.
• Develop and maintain a prospect database and assist in researching market opportunities.
• Assist in all aspects of marketing.
• Ability to supervise and provide training as needed.

Educational and Work Requirements include:-

• Post secondary education in finance or business with an internationally recognized investment qualification such as Series 7, Canadian Securities Course and Canadian Securities Conduct and Practices Handbook or USA/UK equivalent.
• CFA Level 1 preferred but not required
• Experience providing client service to investment advisory clients.
• Experience in reviewing clients accounts to assess appropriate requirements for scheduled meetings.
• Strong written and verbal communication skills are essential.
• Proficiency with Microsoft Excel and Word.
• Willingness to work long hours as necessary.

If you are looking for a rewarding and challenging career, please submit a detailed resume to:

BIAS is an equal opportunity employer