Robert Walters Group

An exciting opportunity exists for an Associate to join a distinguished Family Office in Toronto, serving Canada's top ultra-high-net-worth families. Ideal for detail-oriented professionals, this role involves managing complex portfolios including investments, yachts, art, and other unique assets. You'll work closely with advisors, engage in special projects, and gain broad financial exposure. Supportive leadership and flexible work arrangements foster career growth and impact.

Key Responsibilities:

In the capacity of Associate - Family Office Client Services based in Toronto, you will assume a pivotal role in delivering highly personalized service to ultra-high-net-worth clients. Your daily responsibilities will encompass the preparation of insightful financial reports and dashboards that enable clients to comprehend their wealth portfolios fully. You will coordinate closely with external advisors on matters ranging from tax compliance to investment communication whilst maintaining expert knowledge of each client's affairs. Your adeptness at managing ad-hoc requests-such as analysing personal spending patterns or tracking philanthropic donations-will be essential in providing holistic support. Success in this role requires you to demonstrate dependability in handling sensitive information, responsiveness in addressing stakeholder needs, and enthusiasm for contributing across various disciplines within a collaborative team environment.

• Prepare comprehensive quarterly financial reports and monthly dashboards that offer clear insights into client portfolios and investment activities, ensuring accuracy and clarity at all times.
• Compile detailed investment dashboards, monitor cash flows and investment transactions, and forecast short term cash requirements to facilitate optimal outcomes for clients.
• Review expense trackers meticulously for accuracy, identifying trends and variances to inform strategic decisions on behalf of clients.
• Analyse financial deliverables including tax-slip packages, bookkeeping records, and related schedules to maintain precise documentation in accordance with best practices.
• Maintain expert knowledge of each client's structures, priorities, transaction history, and serve as the subject-matter expert regarding all supporting documentation locations.
• Act as the primary point of contact for external professional advisors, responding promptly and accurately to information requests with professionalism.
• Coordinate accounting and tax compliance processes by liaising closely with external bookkeepers and accountants to ensure accuracy and timeliness in all submissions.
• Review investment communications from third parties diligently and initiate appropriate actions when necessary to safeguard client interests.
• Collaborate cross-functionally with internal teams to maintain complete, accurate, and up-to-date records of client and investment information in line with regulatory standards.
• Provide ad-hoc assistance on special projects such as cash forecasts, personal spending burn rate analysis, currency forecasting, art inventory tracking, KYC requests management with banks or regulators, as well as overseeing philanthropy activities.

Key Requirements:

The ideal candidate for the Associate - Family Office Client Services position brings substantial experience in accounting and finance underpinned by a CPA designation. Your professional background encompasses direct involvement with investment management strategies alongside comprehensive familiarity with personal, trust, and corporate tax matters. You are adept at navigating complex environments where priorities may shift; your advanced analytical capabilities allow you to interpret data judiciously while anticipating future requirements. Your interpersonal acumen is instrumental in cultivating trust-based relationships with both clients and external advisors. You are committed to ongoing professional development-continually seeking new avenues for meaningful contribution-and your robust organizational abilities ensure that every undertaking is executed with precision.

• CPA designation accompanied by a minimum of three years' experience in Accounting and Finance is requisite for this position.
• Demonstrated expertise in investment management as well as personal, trust, and corporate tax matters is essential for success within this role.
• Proven ability to work independently whilst actively contributing to collective achievements within environments characterized by evolving priorities.
• Advanced analytical skills coupled with a proactive approach enable you to anticipate challenges and deliver thoughtful solutions consistently.
• Outstanding communication abilities empower you to interact effectively with clients, advisors, colleagues, and other stakeholders in a courteous manner.
• Exceptional attention to detail ensures precision across all aspects of financial reporting and documentation management.
• Strong organizational skills equip you to manage multiple tasks efficiently whilst upholding the highest standards of quality.
• Commitment to continuous learning reflects your aspiration to expand your expertise across several disciplines pertinent to family office operations.
• Interpersonal skills foster positive relationships with clients and advisors alike whilst supporting a culture of collaboration within the team.

What sets this company apart:

• This organization distinguishes itself through its unwavering commitment to delivering highly personalized service within an inclusive environment that values collaboration above all else.

What's next:

If interested in this position, please email Eduardo.Utiyama@robertwalters.com