Support exceptional client onboarding at Cypress Capital Management through new account administration, transfer processing, and accurate 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.

📌 New Accounts Transfers Administrator (Canada)
🏢 AGF Management
📍 Canada