Administrative Assistant, Richter Family Office

Richter; Toronto; Hybrid; CAD 50,000 - 74,000; Full time

Benefits offered by this job

Group insurance

Health Spending Account

Savings plans

Employer contribution matching

Hybrid work environment

Bonus program

Tuition reimbursement

Professional dues reimbursement

Job summary

Richter is a premier Business | Family Office providing strategic advice for business and family objectives across generations. The Administrative Assistant will support day-to-day operations for the Richter Family Office team, handling reports, communications, client data maintenance, billing, and compliance with a focus on accuracy and service.

The role requires coordinating schedules, preparing client-facing materials, and maintaining information in Salesforce and Addepar.

Qualifications

• 2–3 years of work experience in financial or banking industry or in a professional services firm is an asset.
• Strong knowledge of Salesforce CRM.
• Advanced computer skills including MS Office; ability to learn new programs.

Responsibilities

• Coordinate schedules, meetings, and travel arrangements to support Partners and team members.
• Prepare and format reports, presentations, and client communications.
• Maintain client and manager information across Salesforce, Addepar, LastPass, and client portals.
• Support quarterly and annual billing activities and compliance processes.
• Collaborate with custodians, clients, and internal stakeholders to improve client experience.

Skills

MS Office

Salesforce CRM

Communication skills

Teamwork

Education

College diploma; university degree preferred

Tools

Addepar

Job description

Overview

Richter is a Business | Family Office that provides strategic advice on business matters and on families' financial and personal objectives across generations. With 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 700-person multidisciplinary team continuously innovates to create value for our people, clients, and community in Canada and in the US.

Position Summary

The Administrative Assistant plays a key role in supporting the day-to-day operations of the Richter Family Office team. This position provides administrative, operational, and client service support through the preparation of reports, emails and communications, maintenance of client and manager information, coordination of billing and compliance activities, and support of special projects and events. The incumbent works closely with internal teams, investment managers, and external providers to ensure a high level of accuracy, efficiency, and service while contributing to process improvement initiatives and the smooth functioning of the team.

A Day in the Life:

• Support Partners and team members by coordinating schedules, meetings, travel arrangements, and administrative priorities.
• Prepare and format reports, presentations, correspondence, and other client-facing materials.
• Maintain accurate client and manager information across Salesforce, Addepar, LastPass, and client portal platforms.
• Collaborate with the Operations team to support reporting requirements, data integrity, and quality control initiatives.
• Assist with quarterly and annual billing activities, including preparation, review, and distribution.
• Support compliance processes through the maintenance, review, and filing of client and manager documentation.
• Coordinate with custodians, clients, and internal stakeholders to address inquiries and enhance the client experience.
• Contribute to process improvement initiatives, operational best practices, and special projects across the business.
• Build strong cross-functional relationships while supporting the smooth day-to-day operations of the office.

What we're looking for:

• Ability to manage busy calendars, coordinate meetings and travel arrangements, and maintain seamless day-to-day administrative support.
• Ability to work autonomously with minimal supervision and frequent interruptions or changing priorities
• Advanced computer skills, including proficiency with MS Office (Word, PowerPoint, Excel and Outlook) and the ability to learn new programs
• Strong knowledge of Salesforce CRM
• Addepar considered an asset
• Excellent written and verbal communication skills - ability to draft effective communications (emails, letters, memos, instructions) with exceptional grammar, spelling and proofreading skills
• Strong organizational skills, prioritizing and multi-tasking skills
• Ability to work in a dynamic, demanding, high-pressure environment
• Strong interpersonal skills
• Detail oriented and a high level of accuracy
• Ability to work in a team
• Strong commitment to professional client service excellence
• 2-3 years of work experience in financial or banking industry or in a professional services firm, an asset
• College diploma; university degree preferred

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
• 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

The salary range for this position is $50,000 - $74,000, and employees may also be eligible to participate in our bonus program. Compensation complies with applicable pay transparency legislation and is regularly reviewed to stay market competitive. Salaries within the range reflect individual contributions and are based on objective factors such as internal equity, experience, education, role scope, and required skills

Your application

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.