Private Client Portfolio Administrator Position

Enhance high-net-worth client experiences as a Private Client Portfolio Administrator at Cypress Capital Management. You will provide exceptional service and support to portfolio managers and clients alike.

As part of the Cypress administrative team, this role involves collaborating with Private Client Portfolio Managers. Your primary focus will include managing cash transactions, organizing client meetings, and ensuring meticulous account reporting. A dedication to accuracy and professionalism is key as you support various client requests and facilitate communication with stakeholders.

Key Responsibilities:
• Review daily cash balances and advise PMs
• Schedule and coordinate client meetings
• Post cash transactions to the portfolio management system
• Facilitate funds transfers as requested by clients
• Assist in preparing quarterly reports for private clients

Requirements:
• Experience in investment industry ...