Private Client Portfolio Administrator At Cypress Vancouver

Cypress Management is seeking a Private Client Portfolio Administrator to enhance services for high‑net‑worth clients. This role focuses on client communication and transaction processing in a cooperative workplace.

As a key member of the Cypress administrative team, you will support Private Client Portfolio Managers by managing key client account activities.

Responsibilities include reviewing transactions, facilitating fund transfers, and preparing reports for clients. Your attention to detail will ensure that premium service is consistently provided to private clients.

Key Responsibilities

• Review and manage daily cash balances for clients
• Schedule and coordinate meetings with clients
• Post transactions to the portfolio management system
• Facilitate fund transfers as requested
• Prepare quarterly reports and annual accounting packages

Requirements

• Experience in investment or brokerage ...