Associate, Family Office Services

3 weeks ago

Montréal, Canada Richter Full time

**Richter Office: Montreal**

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**:

- 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

**As an Associate in Family Office Services your responsibilities would be**:

- Investment accounting
- Preparation of tax returns (Corporate, personal, trusts and partnerships)
- Act as a liaison between various internal and external clients
- Assist in the preparing and updating of accounting records to record complex business and tax transactions.
- Prepare financial statements for all related companies and ensure intercompany transactions and accounts are properly recorded.
- Gain an understanding on alternative investment vehicles and their appropriate accounting and tax implications
- Help to assemble and prepare reporting packages for strategic planning meetings on a quarterly basis.
- Assist in general client needs and fulfil client requests.
- Prepare sales tax and payroll source deduction remittances where applicable.

**About You**:

- 3-5 years of relevant experience in accounting and tax
- Professional CPA designation (or in the process of obtaining).
- Experience in an accounting firm and or Family Office, an asset.
- Good knowledge (or interest) in taxation.
- Analytical and problem-solving skills.
- Collaborative and detail oriented.
- Desire to join a dynamic growing team.
- Good knowledge of Microsoft Office suite.
- Knowledge of CaseWare, TJPS (Lotus Notes) and Taxprep, an asset

**What’s in it for you?**
- Competitive group benefits which include group insurance, Health Spending Account, savings plans, and Employer Contribution Matching
- Employee and Family access to virtual healthcare network
- Employee and Family Assistance Programs, including consultations with mental health professionals
- Annual Health & Well-being Program
- Hybrid work Environment
- Competitive Performance Bonus
- Tuition Reimbursement
- Professional Dues Reimbursement
- CFE leave financial support
- Academic Incentives
- Talent referral bonus
- Client referral bonus
- Access to an on-demand concierge nannying, babysitting, and tutoring service
- Annual employee rewards and recognition

  • Associate, Family Office Services

    4 weeks ago

    Montréal, Canada Richter Full time

    **Richter Office: Montreal** 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...

  • Director of Community Services

    1 month ago

    Montréal, QC, Canada Eclipx Family Office Full time

    ABOUT THE TROTTIER FAMILY FOUNDATION (TFF) Our mission is to support organizations that work towards the advancement of scientific inquiry, the promotion of education, fostering better health, protecting the environment and mitigating climate change. Spurred by the work TFF has done in addressing the climate crisis, Eclipx was established in part to...

  • Shareholder Engagement Director

    2 weeks ago

    Montréal, Canada Eclipx Family Office Full time

    ABOUT THE TROTTIER FAMILY FOUNDATION (TFF)Our mission is to support organizations that work towards the advancement of scientific inquiry, the promotion of education, fostering better health, protecting the environment and mitigating climate change. ABOUT ECLIPXSpurred by the work TFF has done in addressing the climate crisis, Eclipx was established in part...

  • Shareholder Engagement Director

    1 week ago

    Montréal, QC, Canada Eclipx Family Office Full time

    ABOUT THE TROTTIER FAMILY FOUNDATION (TFF)Our mission is to support organizations that work towards the advancement of scientific inquiry, the promotion of education, fostering better health, protecting the environment and mitigating climate change. ABOUT ECLIPXSpurred by the work TFF has done in addressing the climate crisis, Eclipx was established in part...

  • Shareholder Engagement Director

    1 week ago

    Montréal, QC, Canada Eclipx Family Office Full time

    ABOUT THE TROTTIER FAMILY FOUNDATION (TFF)Our mission is to support organizations that work towards the advancement of scientific inquiry, the promotion of education, fostering better health, protecting the environment and mitigating climate change. ABOUT ECLIPXSpurred by the work TFF has done in addressing the climate crisis, Eclipx was established in part...

  • Shareholder Engagement Director

    1 month ago

    Montréal, QC, Canada Eclipx Family Office Full time

    ABOUT THE TROTTIER FAMILY FOUNDATION (TFF) Our mission is to support organizations that work towards the advancement of scientific inquiry, the promotion of education, fostering better health, protecting the environment and mitigating climate change. ABOUT ECLIPX Spurred by the work TFF has done in addressing the climate crisis, Eclipx was established in...

  • Shareholder Engagement Director

    1 week ago

    Montréal, QC, Canada Eclipx Family Office Full time

    ABOUT THE TROTTIER FAMILY FOUNDATION (TFF) Our mission is to support organizations that work towards the advancement of scientific inquiry, the promotion of education, fostering better health, protecting the environment and mitigating climate change. ABOUT ECLIPX Spurred by the work TFF has done in addressing the climate crisis, Eclipx was established in...

  • Associate Chief Nursing Officer

    1 day ago

    Montréal, Canada Woodston Personnel Ltd. Full time

    **Associate Chief Nursing Officer** Woodston Personnel are currently recruiting an Associate Chief Nursing Officer for an exciting role in a Saudi Arabia Hospital. **Benefits**: Thirty-Six (36) calendar days of Paid Vacation per year in addition to the official Saudi Holidays Twelve (12) Months Initial Contract - Renewable Family Employment Contract...

  • Social Services Officer

    4 weeks ago

    Montréal, Canada Sir Wilfrid Laurier School Board Full time

    **EMPLOYMENT OPPORTUNITY** **Social Services Officer** **Pedagogical Services** **Posting: P2223.044** **Closing Date: June 11, 2023** **Place of Work**:SWLSB Head office, 235, montée Lesage, Rosemère (Québec) J7A 4Y6 **Status of Position**:100% Full-Time **Salary Scale**:$49,456 to $87,026 **Fringe Benefits** - Four (4) weeks’ annual vacation -...

  • Associate or Full Professor in Family Medicine and

    1 month ago

    Montréal, Canada Université de Montréal Full time

    **Associate or Full Professor in family medicine and primary care **Department of Family and Emergency Medicine, **Faculty of Medicine The Department of Family and Emergency Medicine (DMFMU) of the Faculty of Medicine at the Université de Montréal in partnership with the Centre Hospitalier de l’Université de Montréal (University of...

  • Associate Trust Officer

    1 month ago

    Montréal, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. **Private Trust **builds dynamic and...

  • Associate Environment Officer

    1 week ago

    Montréal, QC, Canada United Nations Full time

    Associate Environment Officer (Cooperation and Outreach) Job Opening Job Opening ID : 234044 Job Network : Logistics, Transportation and Supply Chain Job Family : Aviation Category and Level : Professional and Higher Categories , P-2 Job Opening Job Opening ID : 234044 Job Network : Logistics, Transportation and Supply Chain Job Family :...

  • Associate Trust Officer

    1 day ago

    Montréal, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Associate

    1 week ago

    Montréal, Canada National Bank Full time

    A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: Ensure effective...

  • Associate, Transaction Advisory

    1 month ago

    Montréal, Canada Richter Full time

    **Associate, Transaction Advisory** **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 business, Richter has developed an integrated...

  • Service Support Officer, Private Banking

    4 days ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 168411 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. *** The role supports the Montreal Private Banking Team and requires fluency in English and French** **Purpose** The Service Support Officer contributes to the overall success of the Private Banking team by ensuring specific...

  • Associate Environment Officer

    3 weeks ago

    Montréal, QC, Canada United Nations Full time

    Associate Environment Officer (Cooperation and Outreach) Job Network : Logistics, Transportation and Supply Chain Aviation Job Opening Job Opening ID : 234044 Job Network : Logistics, Transportation and Supply Chain Job Family : Aviation Category and Level : Professional and Higher Categories , P-2 Department/Office : International...

  • Office Associate

    6 days ago

    Montréal, Canada Wismettac Asian Foods, Inc. Full time

    The Office Associate contributes to the efficient operation of the Branch Office by providing administrative support to the Office Department and the managers. **Essential Job Functions**: - Printing invoices, matching purchase orders as necessary, checking on payments and forwarding cash receipt to accounting department, mailing invoices, filing permanent...

  • Associate, Canadian Tax

    4 weeks ago

    Montréal, Canada Richter Full time

    **Associate, Canadian Core - Master of Tax Students** **Richter Montreal** Founded in 1926, Richter has nearly 100 years of experience advising at the intersection of family and business. Today, as Canada’s largest Business | Family Office our team of professionals accompanies ultra-high net worth private clients through the life cycle of their journey....

  • Service Support Officer, Private Banking

    1 day ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 168411 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. *** The role supports the Montreal Private Banking Team and requires fluency in English and French** Purpose The Service Support Officer contributes to the overall success of the Private Banking team by ensuring specific...