Join Cypress Capital Management as a Private Client Portfolio Administrator, delivering top-tier service to high-net-worth clients. Engage with portfolio managers while facilitating account management tasks.

This administrative role requires a focus on both client interaction and technical support for client portfolios. You will review financial transactions, schedule meetings, and manage correspondence with clients' advisors. Expect a dynamic environment where professionalism and organizational skills are essential to success.

Key Responsibilities:
• Review daily transactions and cash balances
• Organize meetings with private clients
• Facilitate client fund transfers and deposits
• Prepare annual accounting packages and reports
• Maintain accurate client documentation and files

Requirements:
• Experience in brokerage or investment management
• Detail-oriented and highly organized
• Strong team coll...