Analyst, Fam

3 weeks ago


Montréal, Canada RML- Richter Management Ltd -Main Full time

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 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

**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.

**Motivations**: Preferred
- Entrepreneurial Spirit: Inspired to perform well by an ability to drive new ventures within the business