- 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
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Richter Montreal, Canada Full timeRichter Montreal Office · 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 ...
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Richter Montreal, Canada Full timeRichter Montreal Office · Overview · Richter is a Business | Family Office that provides strategic advice on business matters and on families' financial and personal objectives across generations. With close to 100 years of experience advising at the intersection of family and ...
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Analyste, Opérations, Services de bureau familial - Montreal, Canada - Richter
Description
Richter Montreal Office
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:
About you:
Richter is a Business | Family Office that provides strategic advice on business matters and on families' financial and personal objectives across generations. With close to 100 years of experience advising at the intersection of family and business, Richter has developed an integrated approach to help business owners find sustainable success. Whether business, personal, or both, Richter is uniquely positioned to address the needs of Canada's most successful entrepreneurs, private clients, business owners and business families and help them chart a clear path to shape their legacy for the future. Founded in 1926, Richter's 600-person multidisciplinary team continuously innovates to create value for our people, clients, and community in Canada and in the US.
What we offer:
Your application
We are excited to meet motivated professionals who are looking for career growth in a mid-sized family minded firm and have a strong background in building and fostering relationships.
Analyste, Opérations, Services de bureau familial professionals in Montréal
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Florian CUNIT-RAVET
Business Analyst
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Maryam Bani-Otero
Junior Frontend Developer