Coordinate investment account onboarding for Cypress Capital Management, combining client communication, transfer follow-up, and careful financial data reconciliation.
This administrator supports new clients through account opening and transfer documentation while assisting existing clients with account transitions. Responsibilities include internal transfers, Estates, Trusts, custodial coordination, and maintaining accurate information across systems. The position works closely with two administrators and requires direct communication with clients and professional contacts.
Key Responsibilities:
- Process new account and transfer documentation from start to finish
- Answer client questions and follow up for missing information
- Coordinate transfer status with custodians
- Maintain contact management and custodial platform data
- Support complex Estate and Trust account openings
Requirements:
- Client-facing administration experience within financial services
- Experience with investment firms, banks, or brokerage organizations
- Ability to prioritize, multitask, and meet deadlines
- Qualified communication with clients and external professionals
- DocuSign and Adobe Acrobat Pro DC experience is an asset
Use organized, service-oriented administration to guide investment account onboarding and transitions for Cypress Capital clients.