Analyst, Fam - Montréal, Canada - Richter

Richter

Verified Company

Montréal, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

In Family Office Services (FOS), we act as personal CFO's for high net worth families.

We offer a customized approach for each family, which includes services such as cash management, lifestyle management, integrated financial planning opportunities as well as day-to-day accounting and bookkeeping needs.

As an analyst in operations in FOS your responsibilities would be:

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

Qualifications:

Diploma in administration or Accounting 15 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 multitask
Detailoriented and a high level of accuracy
Ability to work effectively in teams
Banking experience considered an asset

What Richter offers you

A competitive compensation package, insurance benefits, a retirement savings plan, an employee and family assistance program, a health and well-being program, as well as professional development are also offered.

To accommodate your personal and family obligations, a variety of work arrangements are available which may include a flexible and hybrid work schedule.