Family Office Manager

1 week ago

Vancouver, British Columbia, Canada KPMG Canada Full time

About the Role:

KPMG Canada is seeking a highly organized and detail-oriented Family Office Manager to support our evolving practice and drive engagements in our Greater Vancouver Area offices. Reporting to the Family Office Leader in the Greater Vancouver Area, this role is instrumental in facilitating day-to-day efficiencies, and helping with the growth and strategic evolution of our practice in the region and nationally.

Key Responsibilities:

  • Client Engagement:
    • Assist and prepare materials for discovery processes, prospect and solution meetings, client presentations and other planning and project management activities.
    • Support the Family Office team with managing client relationships, coordinating client/family meetings, communication, and other deliverables.
    • Contribute to the development of high-impact client engagement materials and deliverables.
    • Support the proposal and pursuits process by liaising with the Family Office practice, the proposal team and other KPMG professionals and subject matter experts.
    • Act as the day-to-day Project coordinator for family office engagements ensuring a smooth delivery, timely billing, risk administration and oversee maintenance of client files.
    • Work with internal teams to ensure engagements and client onboarding are processed accordingly.
    • Support the Family Office team in managing COI relationships, including communication and correspondence, meetings and events coordination.
    • Collaborate with other KPMG Tax, Audit, Legal and advisory professionals to ensure a consistent, reliable, and integrated approach for clients.
    • Help ensure that client correspondence, documentation and relevant information are organized and properly recorded and updated in our internal processing systems and trackers.
    • Create budgets for new engagements and share with client teams for review.
  • Team Collaboration and Administrative Support:
    • Collaborate with internal teams and lead planning & execution of events, webinars, thought leadership.
    • Act as the point-of-contact for the local marketing team and as the champion to new content, updating the Family Office portal, customizing content etc.
    • Support the Family Office team in their business development and go-to-market initiatives, including drafting internal communication, preparing meeting materials, etc.
    • Maintain and update databases, such as MS Teams site, server structures, documentation, and other reporting in support of the Family Office team.
    • Manage the Wins & Pipeline tracking (audit and ensure alignment with budgets, new wins etc.).
    • Revenue tracking and support with developing reports.
    • Track AR report – resolve any issues with invoices that are unpaid for +30-days.
    • Manage Invoicing for all clients (analyze WIP against budget on a monthly basis and review with engagement teams).
    • Make recommendations for future budgets to support improved hour estimates (e.g., where is time being spent under/over budget).
    • Share WIP status with engagement team on a monthly basis.
  • Brand Ambassador:
    • Act as a brand ambassador to KPMG Family Office. Help maintain a strong presence in the market and enhance our brand recognition and reputation.
    • Maintain and stay up to date of Family Office topics and develop high-level knowledge of KPMG Family Office pillars services as well as broader KPMG services and solutions.

Requirements:

  • Minimum of 5 years of experience in client relationship management or consulting for businesses and enterprise/private clients.
  • Bachelor's degree/post graduate degree in Business Administration, Human Resources, Finance, or related field.
  • CPA, MBA, STEP designations or candidacy desirable.
  • Proficiency in PowerPoint, Teams, Word, Excel, and Outlook.
  • Experience in consulting and/or working with professional services firms an asset.

About KPMG Canada:

KPMG Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG Canada as your employer of choice.

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