New Account - Vancouver, Canada - AGF Management Limited

AGF Management Limited

Verified Company

Vancouver, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

About Cypress:
Cypress Capital Management is an investment management firm wholly owned by the AGF Management Ltd. The firm is comprised of nine experienced investment professionals, each having a CFA designation. The firm was formed in 1998.

The sole focus of our business is investment management for Private Clients, Charitable Foundations, Endowments and Institutional Clients. Cypress Capital's assets under administration total in excess of $3.9 Billion.

The majority of positions in client accounts are segregated securities traded on Canadian and U.S. stock exchanges.

However, where we wish to provide clients with more diversified holdings, we have created pooled funds available only to Cypress Capital Private Clients.

About the Role:

You will be working with two administrators to provide Cypress' new clients with an exceptional on-boarding experience and to process new accounts and transfers documentation from start to finish.

You will also assist with account transitions (i.e. internal transfers, Estates, Trusts, some of which are complex due to ownership structure or account type). Cypress' client-service standard is high and we are looking for the right person to join our team.

This position will require you to be in-person at our office in downtown Vancouver. The hours for the position will be 8am-4:30pm, Monday to Friday.

Your Responsibilities:

Communicating with new and existing clients and assisting them with new account opening documents, answering any questions they may have and following up to obtain information when necessary.
Monitoring and follow up current incoming transfers with custodians
Create and monitor DocuSign new account and transfer envelopes
Update and manage contact management system as necessary
Establish security holdings (with costs) on Portfolio Management system (Harmony) and reconcile with custodian records

- _ Depending on your previous experience, we will rely on you to help navigate the opening of complex Estate and Trust accounts with clients and custodians._

Special Projects include:

Collecting and updating tax information (RC519s, W8Bens, Schedule 50, Beneficial Owner info)
Annual KYC/IPS project (generating and sending annual update forms out via DocuSign (or mailing physical documents) for approx. 2500 clients, assisting clients with any questions they have and followingup and monitoring the status of each form)
Annual RRSP to RRIF project

Your communication skills are essential in this role. You will be communicating directly with new clients, current clients, and other professionals such as accountants and lawyers. You will also establish working relationships with key team-members of our custodians.

Your Skills:

Highly organized
Attention to detail and accuracy
Professionalism
Problemsolving
Ability to communicate and work well within teams, and take direction
Function well in dynamic, stimulating, or, at times, stressful environments (deadlines)
Ability to learn on the fly
Ability to prioritize, multitask, set and meet deadlines
Must possess excellent Computer skills
MS Word, Excel, Outlook (experience with Adobe Acrobat Pro DC and DocuSign an asset)

Your Personal Characteristics:

Enjoys interacting with people and is serviceoriented
Positive attitude
Flexible
Confident, poised maintains composure when faced with deadlines or unexpected requests
Selfmotivated
Dependable
Strong work ethic, accountable and responsible, values integrity

Your Experience / Education:
Trust and Estates administrative experience desirable.

Preferable but not necessary: