Operations Lead, Family Office Services

4 days ago

Québec, Canada Richter Full time

**Richter 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 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

**A day in the life of Operations Lead**:
The objective of this role is to revamp, oversee and monitor all scheduling activities and process. The role would be part operations and part projects. Project management will be an integral part of this role and the individual will work on special projects as determined by the team.

**About You**:

- Minimum 5 years experience in similar role.
- Managerial experience is an asset.
- Experience with project management considered a strong asset.
- Scheduling/planning background.
- Technology-savvy, ease of navigation in any system.
- Experience implementing systems considered an asset.
- Very organized.
- Ability to find solutions, creative mindset.
- Conflict-resolution.
- People-oriented and great communication (will be interacting with all FOS team members on the daily and following up with them).
- Experience or ability in project management.
- Bilingual French and English.

**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

We are excited to meet motivated professionals who are looking for career growth in a mid-sized family minded firm and have a strong background in building and fostering relationships.

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