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Broker Assistant

LOM Financial Group - Wealth Management

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Location:
Bermuda , Bermuda

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Category:
Banking

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Contract Type:
Employment contract

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Salary:

60000.00 - 75000.00 USD / Year
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Job Description:

We’re looking to hire a Broker Assistant to join our highly successful and renowned Investment Advisory team in Bermuda. This is a key support role working closely with Investment Advisors and senior leadership to deliver a seamless experience for our clients.

Job Responsibility:

  • Coordinating new client account openings and ensuring documentation is complete and compliant
  • Liaising directly with clients to support account administration
  • Inputting and processing trades across stocks, mutual funds, bonds, forex and other securities
  • Handling wires, deposits, withdrawals and stock transfers
  • Processing Money Market and LOM fund requests
  • Reviewing accounts to ensure transactions are completed accurately
  • Working closely with Investment Advisors to deliver excellent client service
  • Supporting Compliance and Operations through cross-training
  • Providing ad-hoc administrative support when required

Requirements:

  • Experience in a similar financial services or brokerage support role
  • Hands-on experience with wire transfers and client account documentation
  • Business or financial qualification
  • CSC or Series 7 preferred
  • Strong attention to detail and professionalism
  • Proactive, client-focused mindset

Nice to have:

CSC or Series 7 preferred

What we offer:
  • Opportunities for learning, development and career progression
  • Competitive salary
  • Relocation support to Bermuda (where applicable)

Additional Information:

Job Posted:
May 16, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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