Analyst / Accountant - Family Office Operations

Robert Walters; Ontario; On-site; CAD 75,000 - 85,000; Full time

Job summary

A leading company is looking for an Analyst / Accountant to join their Family Office Operations team in Toronto. This role involves client reporting, data governance, and accounting tasks, requiring 5+ years of accounting experience. The successful candidate will enjoy a competitive salary of CA$75,000 to CA$85,000 and contribute to a dynamic team environment.

Qualifications

• 5+ years of bookkeeping and accounting experience.
• Experience in the investment industry is an asset.
• Ability to work independently and in a team.

Responsibilities

• Assisting in compiling client quarterly investment reporting.
• Managing client documentation for proper processes.
• Providing support for financial statement and tax compliance.

Skills

Bookkeeping

Accounting

Organizational Skills

Multi-tasking

Team Collaboration

Tools

Infinite Investment Systems - Harmony

Job description

Analyst / Accountant - Family Office Operations

Join to apply for the Analyst / Accountant - Family Office Operations role at Robert Walters

Analyst / Accountant - Family Office Operations

Join to apply for the Analyst / Accountant - Family Office Operations role at Robert Walters

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This range is provided by Robert Walters. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

CA$75,000.00/yr - CA$85,000.00/yr

Direct message the job poster from Robert Walters

Finance & Business Operations. | Headhunter | Focused on managerial and leadership hires for companies in Toronto and in the GTA.

Our client is seeking a dedicated and knowledgeable Analyst/Accountant to join their Family Office Operations team. This role offers an attractive salary range of $75,000 - $85,000 and is based in the vibrant city of Toronto. The successful candidate will be responsible for providing direct client service support, focusing on areas such as client reporting, data governance, and client accounting.

What you'll do:

• Assisting in compiling client quarterly investment reporting.
• Managing client documentation to ensure proper processes have been followed and filed properly.
• Providing support to complete financial statement and tax compliance deadlines.
• Completing other ad hoc tax and accounting tasks as required.
• Executing other ad hoc requests and reporting as required.
• Maintaining accurate records.

What you bring:

• 5+ years of bookkeeping and accounting experience.
• Experience in the investment industry is an asset.
• Willingness and ability to learn quickly.
• Ability to multi-task and prioritize projects of varying priority.
• Above-average organizational skills.
• Ability to work independently in a timeline-driven environment and to integrate and add value in a team environment.
• Experience with Infinite Investment Systems - Harmony is an asset.

What's next:

Ready for an exciting new challenge? Don't miss out on this opportunity!

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

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