Family Office Associate

Prime Quadrant; Toronto; On-site; CAD 65,000 - 75,000; Full time

Job summary

Prime Quadrant Corp. in Toronto is seeking a Family Office Associate to support client relationships, reporting, and tax compliance within our Family Office Solutions team.

You will collaborate with Investment Consulting, Operations, and Compliance to deliver comprehensive services for affluent families. The role emphasizes accuracy, organization, and proactive communication, with opportunities for professional development and a performance-based bonus.

Qualifications

• University degree or college diploma in finance/economics/business or related field.
• Experience in a financial services organization.
• Ability to manage multiple tasks and meet deadlines.
• Proficiency with Microsoft Office (Excel, Word, PowerPoint, Teams).
• Proficiency with digital tools for task management and documentation.
• Familiarity with accounting and bookkeeping, especially investment reporting and reconciliations.
• Strong English writing and oral communication skills.
• Genuine interest in wealth management; bilingualism is an asset.

Responsibilities

• Support consulting teams with relationship management for existing client families.
• Prepare, review, and present materials for client and prospect meetings.
• Respond to inquiries from clients and third parties.
• Schedule and track client meetings.
• Liaise with client families, financial institutions, and service providers to ensure clear communication and timely follow-through.
• Maintain up-to-date records in client reporting and relationship management systems.
• Prepare and reconcile client reports using internal and external data.
• Coordinate with internal team members to ensure accuracy of reporting data.
• Obtain and interpret third-party statements and legal documents to support reporting requirements.
• Complete administrative documentation for insurance, banking, and credit needs.
• Coordinate vendor payments, CRA remittances, and investment funding requirements.
• Develop and implement process enhancements to improve efficiency.
• Prepare and compile tax documents and schedules for financial statements and tax returns.
• Review and reconcile tax slips for personal, corporate, and foundation taxpayers.
• Assist accounting and tax advisors by responding to inquiries and reviewing deliverables.
• Assist with CRA audit and assessment reviews.

Skills

English writing

Oral communication

Bilingualism

Interest in wealth management

Multitasking / prioritization

Client service orientation

Education

University degree in finance/economics/business

Tools

Microsoft Office Suite

Job description

Prime Quadrant serves over 240+ affluent families, with approximately CAD 26 billion in Assets under Consultation*. Our mission is to empower families for the future and assist them across the full range of their financial, social, and human capital needs.

Our culture is the Prime Quadrant PATH – we are Purposeful, Authentic, Tenacious, and Humble. We love the work we are privileged to do, the wonderful group of families we are fortunate to serve, and the exceptional team we have assembled. We have been on a growth trajectory for several years. Prime Quadrant is proud to be designated one of the Best Workplaces in Canada.

To learn more about Prime Quadrant, please visit: https://www.primequadrant.com

The Opportunity

We are looking for a highly organized, client-focused professional to join our Family Office Solutions team as a Family Office Associate. In this role, you will play a key part in supporting families with client service, reporting, administration, and accounting/tax compliance needs.

You will also work in collaboration with our Investment Consulting, Operations, and Compliance teams, gaining exposure to the full range of services we provide. This is a career-building opportunity in a growing organization where your contributions will be valued, and your professional development supported.

Key Attributes

• Self-starter and self-motivated, with the ability to work independently and take initiative
• Enjoy working as part of a collaborative team and bring a positive, solutions-oriented mindset
• High degree of accuracy and organization, with strong attention to detail and thorough documentation skills
• Excellent verbal and written communication skills to effectively interact with clients and internal teams
• Able to multi-task, prioritize, and collaborate in a fast-paced environment
• Strong process orientation and ability to follow through on commitments
• Adaptable and flexible to work as needed by clients
• Ability to handle complex issues and escalates as needed with a sense of urgency
• Genuine client-service orientation - you get energy from helping people
• Intellectual curiosity and motivation to learn

Qualifications

• University degree or college diploma (ideally in finance, economics, business, or a related field)
• Experience (co-op, internship, or full-time) in a financial services organization
• Ability to manage multiple tasks and prioritize effectively to meet deadlines
• Proficiency with Microsoft Office (Excel, Word, PowerPoint, Teams)
• Proficiency using digital tools for task management and documentation
• Familiarity with accounting and bookkeeping is highly desirable, particularly experience supporting investment reporting, reconciliations, and related financial records
• Strong English writing and oral communication skills
• Demonstrated interest in the wealth management industry
• Bilingualism is an asset

Primary Responsibilities

Client Relationships

• Support the consulting teams with relationship management for existing client families
• Prepare, review, and present materials for client and prospect meetings
• Respond to inquiries from clients and third parties
• Schedule and track client meetings
• Liaise with client families, financial institutions, and service providers to ensure clear communication and timely follow-through

Administration

• Maintain up-to-date records in the firm’s client reporting and relationship management systems
• Prepare and reconcile client reports using internal and external data
• Coordinate with internal team members to ensure all client reporting data is accurate
• Obtain and interpret third-party statements and legal documents to support reporting requirements
• Complete administrative documentation and updates for insurance, banking, and credit needs
• Coordinate vendor payments, cash transfers, CRA remittances, and investment funding requirements
• Develop and implement process enhancements over time to optimize efficiency and effectiveness

Tax Compliance Support

• Prepare and compile tax documents and schedules to support the preparation of annual financial statements and tax returns
• Review and reconcile tax slips for personal, corporate, and foundation taxpayers
• Support accounting and tax advisors by responding to inquiries and reviewing draft deliverables
• Assist with CRA audit and assessment reviews

Compensation

• Competitive base salary range $65,000 - $75,000 CAD
• Performance-based bonus structure
• Career advancement opportunities based on demonstrated performance
• Up to $1,000 per annum reimbursement for relevant continuing education expenses