Operations Analyst, Family Office Services
Richter
- Montreal, QC
- Permanent
- Full-time
- Management of family accounts payable Perform family banking functions (EFT, Wire Transfers)
- Filing of source deductions returns and remittances Filing of GST/QST returns and remittances
- Preparation of expense reports Correspondence with tax authorities
- Assist managers in the onboarding & integration of new clients Management of key family information and documents
- Participation in the management of the families' financial operation
- Diploma in administration or Accounting 1-5 years of relevant professional experience
- Proficient in MS Office (Word, Excel, Outlook)
- Ability/interest in learning new software
- Bilingualism (English and French), both spoken and written
- Strong organizational skills and an ability to set priorities and multi-task
- Detail-oriented and a high level of accuracy
- Ability to work effectively in teams
- Banking experience considered an asset
- The chance to become a strategic business partner with our clients, building relationships directly with entrepreneurs and businesses to provide them with meaningful advisory services
- The opportunity to develop your career with the direct support of your managers and firm partners; and
- A culture that values work-life balance and mental health and well-being. Our firm has taken a fresh approach to these issues, offering a hybrid work environment with flexible hours and resources to support you in your personal journey.
- Investment in your continuing education and professional development through a variety of learning offerings and tuition reimbursement