About the Role: New Accounts & Transfers Administrator You will be working with two administrators to provide Cypress’ new clients with an exceptional on-boarding experience and to process new accounts and transfers documentation from start to finish.

You will also assist with account transitions (i.e. internal transfers, Estates, Trusts, some of which are complex due to ownership structure or account type).

Cypress’ client service standard is high and we are looking for the right person to join our team.

Some of your specific duties will include: Communicating with new and existing clients and assisting them with new account opening documents, answering any questions they may have and following up to obtain information when necessary.

Monitoring and follow up on current incoming transfers with custodians.

Create and monitor Docu

Sign new account and transfer envelopes.

Update and manage contact management system as necessary and reconcile data with custodial platforms.

Establish security holdings (with costs) on Portfolio Management system (Harmony) and reconcile with custodial records.

Depending on your previous experience, we will rely on you to help navigate the opening of complex Estate and Trust accounts with clients and custodians Special Projects include: Collecting and updating tax information (RC519s, W8Bens, Schedule 50, Beneficial Owner info).

Annual KYC/IPS project (generating and sending annual update forms out via Docu

Sign (or mailing physical documents) for approx. 2500 clients, assisting clients with any questions they have and following up and monitoring the status of each form).

Annual RRSP to RRIF project.

Annual RESP Grant Project.

Charitable Foundation account openings.

Your communication skills are essential in this role.

You will be communicating directly with new clients, current clients, and other professionals such as accountants and lawyers.

You will also establish working relationships with key team members of our custodians.





Required Experience and Education: Ideal candidates would have client-facing administrative experience in financial services industry, in particular, investment firms, brokerage, trusts, banks/credit unions, or financial planning firms.

Trust and Estates administrative experience, or related experience is desirable.

Preferred education and/or certification: Canadian Securities Certification or other CSI or relevant industry courses (asset).

Completed post-secondary education (asset).

Highly Valued Skills: Highly organized.

Attention to detail and accuracy.

Dedicated professionalism.

Proven problem-solving skills.

Ability to communicate and work well within teams, and take direction.

Function well in dynamic, stimulating, or, at times, fast-paced environments (deadlines).

Ability to learn on the fly.

Ability to prioritize, multi-task, set and meet deadlines.

Must possess excellent Computer skills - MS Word, Excel, Outlook (experience with Adobe Acrobat Pro DC and Docu

Sign an asset).

Highly Valued Personal Characteristics: Enjoys interacting with people and is service-oriented.

Positive attitude.

Versatile to evolving priorities.

Confident, poised – maintains composure when faced with deadlines or unexpected requests Self-motivated and dependable.

Strong work ethic, accountable and responsible, values integrity.

Compensation: The anticipated compensation range for this role is $50,000 - $60,000 annually, which represents base salary.

Where applicable, variable compensation components (e.g., annual bonus, commissions, etc.) will exceed this range.

Actual compensation will be determined based on many factors such as role location, candidate experience / qualifications, market conditions, and internal equity. AGF aims to offer a comprehensive and competitive total rewards package designed to support the success and well-being of our employees, which may include a combination of base salary, variable compensation, benefits, and retirement savings plans. #LI-DNI

📌 New Accounts & Transfers Administrator (Vancouver)
🏢 AGF Investments
📍 Vancouver