Associate/Manager - Family Office

2 weeks ago

Vaughan ON, Canada The Mason Group Inc Full time

Associate/Manager - Family Office Employment Type Permanent Location Toronto/Vaughan, Ontario Apply SHARE THIS JOB Job Description: Our client, is a multiple family office that have offices in Toronto and Vaughan, and you can work out of either. They provide counsel on investment and wealth planning. As a Family Office Associate/Manager, you will play a pivotal role in supporting their ultra-high-net-worth families through two core pillars: reporting and client service. You'll be responsible for the accurate transcription and consolidation of financial information from various statements and data sources, while also assisting with the ongoing, often bespoke, service needs of their families. This position requires someone who is meticulous, highly organized, and capable of balancing precision with a client-first mindset. TMGMS Job Requirements: CPA designation or close to attaining Comfortable working in the office – 3-4 days a week Previous experience in financial services, family office, or wealth management environments, with exposure to reporting or data management Proven experience in data entry, transcription, or reconciliation of financial information from multiple custodians or systems Exceptional written and verbal communication skills Apply

  • Associate/Manager - Family Office

    5 days ago

    Vaughan, Canada The Mason Group Inc Full time

    Associate/Manager - Family Office Employment Type Permanent Location Toronto/Vaughan, Ontario Apply SHARE THIS JOB Job Description: Our client, is a multiple family office that have offices in Toronto and Vaughan, and you can work out of either. They provide counsel on investment and wealth planning. As a Family Office Associate/Manager, you will...

  • Associate/Manager - Family Office

    2 weeks ago

    Vaughan, Canada The Mason Group Inc Full time

    Associate/Manager - Family Office Employment Type Permanent Location Toronto/Vaughan, Ontario Apply SHARE THIS JOB Job Description: Our client, is a multiple family office that have offices in Toronto and Vaughan, and you can work out of either. They provide counsel on investment and wealth planning. As a Family Office Associate/Manager, you will play a...

  • Associate/manager - family office

    3 days ago

    Vaughan, Canada The Mason Group Inc Full time

    Associate/Manager - Family OfficeEmployment TypePermanentLocationToronto/Vaughan, Ontario Apply SHARE THIS JOBJob Description:Our client, is a multiple family office that have offices in Toronto and Vaughan, and you can work out of either. They provide counsel on investment and wealth planning.As a Family Office Associate/Manager, you will play a pivotal...

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    Hamilton, ON, Canada Hamilton Family Health Team Full time

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    Hamilton, ON, Canada Hamilton Family Health Team Full time €49,400 - €59,300

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    Vaughan, Canada Bortolussi Family Law Full time

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    Toronto, ON, Canada MNP Full time €135,000 - €165,000

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    Vaughan, Ontario, Canada Bortolussi Family Law Full time

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    Vaughan, Canada Bortolussi Family Law Full time

    Company Description Bortolussi Family Law has been providing award-winning family law services to Vaughan and the Greater Toronto Area since 1984. Our team of dedicated lawyers offers legal advice and representation with confidence, professionalism, and skill in all areas of family law. Whether clients are common-law spouses, legally married, or undergoing...