Financial Services Professional
5 days ago
Overview of the Role
Richter Family Office is a trusted advisor to high-net-worth families and businesses, providing personalized financial planning and management services.
About the Job
We are seeking an experienced Accounting Specialist to join our team in Montreal, Canada. The successful candidate will be responsible for performing investment bookkeeping, reconciliations, and other accounting tasks to support our clients' financial needs.
Key Responsibilities
- Perform investment bookkeeping, including reconciliation with broker statements and tax reporting slips
- Full cycle bookkeeping, including A/P, A/R, bank, and credit card reconciliation, and month-end journal entries
- Preparation of supporting documents for year-end preparation for internal accounting team
- Correspondence with Canada Revenue Agency and Revenue Quebec as required
Requirements
- University degree, college diploma, or diploma of vocational studies (DEP)
- Investment bookkeeping experience (an asset)
- 2-5 years of relevant bookkeeping experience
- Knowledge and experience in various software applications, including QuickBooks, SAGE CaseWare, Caseiew, Write Up, Tax Prep, Excel, and other MS Office Applications
- Self-starter attitude with well-developed time management skills and commitment to meeting deadlines
- Proven problem-solving capabilities, including ingenuity, analytical skills, and creativity
- Exceptional technical skills and attention to detail
- Strong interpersonal and organizational skills with ability to organize, prepare, and present information clearly to clients and team
- Public accounting experience will be a definite plus
What We Offer
- A competitive salary range of $65,000 - $85,000 per annum, depending on experience
- The opportunity to work in a dynamic and supportive team environment
- Ongoing professional development and training opportunities
- A comprehensive benefits package, including group insurance, Health Spending Account, savings plans, and Employer Contribution Matching
- Employee and Family Assistance Programs, including consultations with mental health professionals
- Holiday pay and vacation time
- Opportunities for career advancement and growth within the company
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