Private Client Portfolio Administrator

Position: Private Client Portfolio Administrator Role
Enhance high-net-worth client services as a Private Client Portfolio Administrator at Cypress Management. This role focuses on client communication, transaction processing, and meticulous account management.
Cypress Management is looking for a Private Client Portfolio Administrator to support Portfolio Managers effectively. You will review transactions, facilitate fund transfers, and prepare detailed client reports. This role demands high organizational skills to ensure a premium service experience for our clients in a cooperative environment.

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:

• Investment or brokerage sector experience preferred

• Highly organized and detail-oriented individual

• Proficient in MS Word, Excel, and Outlook

• Thrives under pressure in dynamic situations

• Strong communication and teamwork skills
Utilize your industry experience to deliver exceptional administrative support at Cypress Management.
#J-18808-Ljbffr