Associate/manager - family office
The Mason Group Inc
Vaughan
Job Description
Associate/Manager - Family OfficeEmployment Type
Permanent
Location
Toronto/Vaughan, Ontario Apply SHARE THIS JOB
Job Description:
Our client, is a multiple family office that have offices in Toronto and Vaughan, and you can work out of either. They provide counsel on investment and wealth planning.
As a Family Office Associate/Manager, you will play a pivotal role in supporting their ultra-high-net-worth families through two core pillars: reporting and client service. You’ll be responsible for the accurate transcription and consolidation of financial information from various statements and data sources, while also assisting with the ongoing, often bespoke, service needs of their families. This position requires someone who is meticulous, highly organized, and capable of balancing precision with a client-first mindset.
TMGMS
Job Requirements: CPA designation or close to attaining
Comfortable working in the office – 3-4 days a week
Previous experience in financial services, family office, or wealth management environments, with exposure to reporting or data management
Proven experience in data entry, transcription, or reconciliation of financial information from multiple custodians or systems
Exceptional written and verbal communication skills Apply
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