Practice Coordinator, Family Office

Overview:
At KPMG, you’ll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world.

The Opportunity

The Client Administration function is a vital part of the firm’s Business Enablement Services and is focused on achieving client service excellence by delivering timely, high-quality products, and encouraging an environment that increases both the staff and client experience.

KPMG is looking for a Practice Coordinator who can provide support on a range of activities to ensure a high-quality product.

What you will do:

- Support the client engagement process
- Support preparation of meeting agenda, client pitch meetings
- Tracking client pursuit engagements
- Supports onboarding process of new clients
- Professionally interacts with external advisors, as needed. Actions communications and responds in a timely fashion. Independently action routine enquiries and escalate complex client enquiries to appropriate parties based on knowledge of practice, structure, and work processes
- Creates, proofreads, and distributes various communications on behalf of leadership team
- Coordinate scheduling for internal and external client meetings, leadership meetings, and events via Teams and/or in person including logistics, securing meeting space, catering, invitations, and RSVPs.
- Compile, transcribe, and distribute minutes of meetings when required and follows up on action items following the meeting
- Assists with onboarding and offboarding activities for new full time and contract staff. Work closely with Human Resources and ITSC to arrange hardware/software resources required prior to the individuals start date
- Acts as a liaison between partners and Delivery Centers on Risk and Billing Management requirements as applicable
- Work with marketing teams to coordinate Family Office events
- Participate and support Senior Leaders in key Family Office initiatives and/or projects

What you bring to this role:

- College diploma or an equivalent combination of education/experience in an administrative assistant skill set
- Preparation of tax returns (T1, T2, T5013 and T3) including supplementary and regulatory forms and bookkeeping an asset.
- Administration / client service experience in a professional services, wealth management or family office space
- 1-2 years’ experience in a public accounting firm working on private company clients.
- Good judgment, analytical, and strategic thinker
- Excellent written and communication skills
- Ability to work independently
- Advanced skills with MS Office Products such as Microsoft Word, Outlook, Excel, and PowerPoint

At times, business needs arise, and employees are required and agree to work beyond their normal work day or work week to fulfill the accountabilities required for their job. Likewise, people need time to devote to personal matters, and our approach to flexibility provides for this.

**Keys to your success**

KPMG individuals
**Deliver Impact | Seek Growth | Inspire Trust **and understand that a diverse workforce enables us to deepen relationships and strengthen our business.

**Providing you with the support you need to be at your best**

For more information about KPMG in Canada’s Benefits and well-being, click here.

Our Values, The KPMG Way:
**Integrity**, we do what is right |
**Excellence**, we never stop learning and improving |
**Courage**, we think and act boldly |
**Together**, we respect each other and draw strength from our differences |
**For Better**, we do what matters