Support exceptional client onboarding at Cypress Capital Management through recent account administration, transfer processing, and precise documentation management.
As a New Accounts and Transfers Administrator, you will work with two administrators to process documentation from start to finish. You will communicate with clients, custodians, accountants, and lawyers while supporting account transitions, including complex Estates and Trusts. Your work will help maintain Cypress Capital’s high client service standard.
Key Responsibilities: Assist clients with new account opening documents and questions
Monitor incoming transfers and follow up with custodians
Create and monitor DocuSign account and transfer envelopes
Reconcile contact data with custodial platforms




Establish security holdings in Harmony and reconcile records
Requirements: Client-facing administrative experience in financial services
Trust and Estates administrative experience is desirable
Strong organization, accuracy, and problem-solving skills
Excellent MS Word, Excel, and Outlook skills
Post-secondary education or Canadian Securities Certification is an asset
Bring client service, transfer administration, and detailed financial documentation skills to Cypress Capital Management’s onboarding team.

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📌 New Accounts Transfers Administrator (British Columbia)
🏢 AGF Management
📍 British Columbia