AGF Private Client Portfolio Administrator

Drive client satisfaction as a Private Client Portfolio Administrator with AGF Management Limited in Vancouver, BC. This full-time role focuses on delivering exceptional administrative support to high-net-worth clients.
Joining Cypress Capital’s team, you will assist Portfolio Managers by overseeing daily cash transactions and client communications. This role supports accurate financial reporting and timely service, ensuring a high level of professionalism while managing account discrepancies and client inquiries. Your organizational skills and attention to detail are essential for success.
Key Responsibilities:
• Oversee daily monitoring of cash balances
• Arrange meetings with high-net-worth clients
• Input daily transactions into portfolio systems
• Manage funds transfers and administrative inquiries
• Collaborate on quarterly and annual client reports
Requirements:
• Experience in investment or administration preferred
• Strong organizational and commu...