Family Office

Only for registered members Canada

1 day ago

Default job background
$55 - $90 (USD) per hour

Job summary

This isn't a traditional paraplanning or admin position. The role exists to protect adviser time and decision-making capacity by taking full ownership of day-to-day financial operations and acting as a buffer between the adviser and the noise of the business.
Instead of: Producing work and handing it back Escalating decisions by default Waiting for instruction
The role is about: Owning workflows end-to-end Deciding what does and doesn't need adviser input Keeping momentum across multiple client and business strands Making judgement calls within clear boundaries
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