Job Description
Become a Private Client Portfolio Administrator at Cypress Management, where you’ll enhance services for wealthy clients. This role is dedicated to client communication and meticulous transaction processing.
As part of the Cypress administrative team, you will be pivotal in supporting Private Client Portfolio Managers. Your role includes reviewing transactions, coordinating client meetings, and preparing detailed financial reports. Your focus on detail will help ensure that premium services are consistently delivered to our 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:
• Preference for experience in investment or brokerage sectors
• Highly organized and detail-oriented individual
• Proficient in MS Word,...
As part of the Cypress administrative team, you will be pivotal in supporting Private Client Portfolio Managers. Your role includes reviewing transactions, coordinating client meetings, and preparing detailed financial reports. Your focus on detail will help ensure that premium services are consistently delivered to our 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:
• Preference for experience in investment or brokerage sectors
• Highly organized and detail-oriented individual
• Proficient in MS Word,...