Associate
6 hours ago
This role will be an integral part of NFO’s Single Family Office team. This team serves UHNW clients that form some of Canada’s wealthiest families. This client segment has complex needs that require the team to regularly interact with external advisory groups across various functions. In addition to investment management, the team also manages unique asset classes like yachts, sports teams, artwork, and other high-value collectibles. The right candidate will be able to function in a dynamic and high-touch environment with the goal of offering highly personalized client service.GENERAL DESCRIPTION:The Associate serves as a key member of the Single-Family Office team and plays a vital role in the following areas:Financial Reporting & Analysis: Preparing monthly dashboards, quarterly consolidated net worth reporting, and various ad-hoc reporting schedulesClient Knowledge and Advisor Coordination: Serve as the contact for external advisors, providing timely, accurate information. Maintain expert knowledge of the client’s affairs and where all supporting documentation is stored.Ad-hoc Requests: Support on a wide range of special projects, including financial analytics, or other project specific analyses.This position requires meticulous attention to detail, extremely strong organizational skills and time management, and the ability to effectively communicate with various stakeholders.CORE RESPONSIBILITIES:Financial Reporting and Analysis:Prepare quarterly financial reports and monthly dashboardsCompile investment dashboards, track cash and investment activity, and forecast short‑term cash needReview and analyze expense trackers for accuracy, and to identify trends and variances.Review financial deliverables (such as expense trackers, tax-slip packages, bookkeeping records, and related schedules)Client Knowledge and Advisor Coordination:Maintain a comprehensive understanding of the client’s structures, priorities, and transaction history, and act as the subject-matter expert on the location, organization, and context of all supporting documentation.Work as the point of contact with external professional advisors, ensuring all information requests are addressed promptly and accurately.Coordinating accounting and tax compliance processes, working closely with external bookkeepers and accountants to ensure accuracy and timeliness.Reviewing investment communication from third-parties and initiate action as neededCollaborate cross-functionally to maintain complete, accurate and up to date records of client and investment informationAd-hoc Requests:Provide ad-hoc assistance on various projectsExamples include cash forecasts, personal spending burn rate analysis, currency forecasting, art inventory trackingManage KYC requests with banks, regulators, advisorsOversee and track client philanthropy (track donations, budgets, reporting)RELEVANT BACKGROUND AND EXPERIENCE:CPA designation and or in final stages of their CPA with 3 years+ of Accounting and Finance experience.Knowledge and experience in the areas of investment management and tax (personal, trust, and corporate)Self-starter with a high level of initiative, capable of working independently while contributing to team success in a dynamic environment with shifting prioritiesAdvanced analytical and problem-solving abilities, with a proactive approachExcellent communication and interpersonal skillsAttention to detail and strong organizational skillsCommitment to continuous learning, with a desire to contribute across several disciplines. #J-18808-Ljbffr
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Deputy Principal Construction Manager
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Toronto, Canada e-Filing Associate Full timeConsulting WordPress Theme is always looking for talented people to become its team members. We realize that productive people are always a good addition to our organization. So if you have the financial acumen and the passion to work with some of the biggest companies in the world, join in!Department: Project ManagementResponsibilitiesRegular client...
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Associate
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Toronto, Canada RBC Dominion Securities Full timeCompany Description RBC Dominion Securities is a leading Canadian full-service investment and wealth management firm with over a century of experience. We specialize in delivering sound financial planning, trusted investment advice, and wealth management solutions to individuals, families, businesses, and organizations. Our dedication lies in providing...
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Warehouse Associate(Stock Associate)
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Spa Associate
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Toronto, Canada Hand & Stone Massage and Facial Spa Canada Full timeJoin to apply for the Spa Associate role at Hand & Stone Massage and Facial Spa Canada1 year ago Be among the first 25 applicantsJoin to apply for the Spa Associate role at Hand & Stone Massage and Facial Spa CanadaGet AI-powered advice on this job and more exclusive features.The Spa Associate is the first face and voice of Hand & Stone Massage and Facial...
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Litigation Associate
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Litigation Associate
3 weeks ago
Toronto, Canada ARES Staffing Solutions Full timeWe are seeking a Litigation Associate to help deliver exceptional legal services to a broad client audience. In this role, the Associate will report directly to our Principal Lawyer and Head of Litigation and will be given substantial responsibility. The Litigation Associate will enjoy high levels of support and a commitment to professional development while...
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Associate
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Associate Lawyer
4 weeks ago
Toronto, Canada The Law Office Management Association (TLOMA) Full timeJoin to apply for the Associate Lawyer role at The Law Office Management Association (TLOMA) Carranza LLP is a plaintiff personal injury law firm based in North York. We serve a multicultural, multilingual community in the north of the city. We are looking for an associate lawyer with strong legal, client service, and negotiating skills to join our team. The...
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Associate Lawyer
4 weeks ago
Toronto, Canada The Law Office Management Association (TLOMA) Full timeJoin to apply for the Associate Lawyer role at The Law Office Management Association (TLOMA) Carranza LLP is a plaintiff personal injury law firm based in North York. We serve a multicultural, multilingual community in the north of the city. We are looking for an associate lawyer with strong legal, client service, and negotiating skills to join our team. The...
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Associate Lawyer
4 weeks ago
Toronto, Canada The Law Office Management Association (TLOMA) Full timeJoin to apply for the Associate Lawyer role at The Law Office Management Association (TLOMA) Carranza LLP is a plaintiff personal injury law firm based in North York. We serve a multicultural, multilingual community in the north of the city. We are looking for an associate lawyer with strong legal, client service, and negotiating skills to join our team. The...
