Private Wealth Bookkeeper and Administrator
Top Benefits
About the role
BOOKKEEPING AND ADMINISTRATIVE ASSOCIATE
FULL-TIME
TORONTO
Up to $72K
Our client is a well-established, boutique family office based in Toronto, providing highly personalized wealth management and financial administration services to a select group of ultra-high-net-worth families. The firm offers a full spectrum of services—ranging from investment reporting and tax coordination to foundation oversight and household financial management.
They are currently seeking a detail-oriented, trustworthy Bookkeeper to join this tight-knit team and support the financial affairs of multiple families and their philanthropic entities.
Company Perks and Rewards
- Competitive compensation
- Extensive health benefits package
- An exciting, fast-paced environment
- Office located in downtown Toronto
- And more!
The Job!
As the Bookkeeping and Administrative Associate, your responsibilities would include, but are not limited to:
- Sorting and processing incoming mail to identify bills, donations, and key correspondence
- Paying bills, issuing cheques, arranging bank wire transfers, and making deposits as needed
- Entering and recording transactions across multiple bank and credit card accounts using accounting software
- Performing monthly bank and credit card reconciliations with supporting documentation
- Processing payroll for household and personal staff
- Submitting and tracking medical expense claims
- Maintaining a charitable donations registry and obtaining tax receipts
- Supporting charitable foundations, including preparing and verifying donation disbursements
- Preparing board and committee meeting materials
- Managing general administrative tasks: scanning, filing, couriering, and maintaining organized records
- Ad hoc special project requests as needed
- Working occasionally from the family residence as part of day-to-day operations
What you bring to the job
- You understand the sensitivity of working within a private family office and maintain the highest level of confidentiality
- A minimum of 5 years in bookkeeping or accounting, ideally within a family office or with HNW/UHNW clients
- A bookkeeping or accounting certificate or diploma
- Strong skills in QuickBooks (or similar accounting software), Microsoft Word, and Microsoft Excel
- Excellent written and spoken communications, with the ability to draft thoughtful correspondence
- Exceptional attention to detail, record-keeping, and time management skills
- A mature, intuitive approach to handling personal financial matters and identifying what needs attention
- Willingness to adapt to evolving needs and occasionally work on-site at private residences
Qualified job seekers are asked to apply with attention to Ashley Richardson.
I really look forward to hearing from you, but please understand that I will only be contacting those that are applicable for the role!
Options Consulting Solutions is an equal opportunity employer and welcomes applications from all individuals. Applicants selected for an in-person interview will be asked whether specific accommodations are needed to support a personal disability.
You can also find more jobs that may be suited to you on the Options Consulting Solutions Indeed and LinkedIn pages. Follow us on Instagram and Facebook for job searching tips and other updates.
About Options Consulting Solutions
Options Consulting Solutions (OCS) is a privately held, Canadian organization that specializes in partnering with our customers to build their human capital needs, both in the Public and Private Sectors. Our main focus is recruitment. We staff for clients locally and internationally within a variety of industry sectors, as each Consultant maintains an industry niche in the market.
We offer temporary, contract and full-time searches on a contingent and retained basis with a focus on Executive level search, but not excluding Support level roles. OCS targets large to mid-sized companies in order to better service our candidates within their specified geographic regions.
Recognizing the need for additional assistance, OCS extended its services to support pay rolling, right sizing, employee assessment and testing, surveys, and HR consulting.
With over 2,000 staffing agencies in Toronto alone, we differentiate ourselves from our competitors through our productivity and service delivery times, talent base, and retention rate. That is the uniqueness OCS brings to the table.
Look to Options Consulting Solutions for: Executive Search Temporary Workforce Contract Workforce Contingent Search
Let us bring you together
Private Wealth Bookkeeper and Administrator
Top Benefits
About the role
BOOKKEEPING AND ADMINISTRATIVE ASSOCIATE
FULL-TIME
TORONTO
Up to $72K
Our client is a well-established, boutique family office based in Toronto, providing highly personalized wealth management and financial administration services to a select group of ultra-high-net-worth families. The firm offers a full spectrum of services—ranging from investment reporting and tax coordination to foundation oversight and household financial management.
They are currently seeking a detail-oriented, trustworthy Bookkeeper to join this tight-knit team and support the financial affairs of multiple families and their philanthropic entities.
Company Perks and Rewards
- Competitive compensation
- Extensive health benefits package
- An exciting, fast-paced environment
- Office located in downtown Toronto
- And more!
The Job!
As the Bookkeeping and Administrative Associate, your responsibilities would include, but are not limited to:
- Sorting and processing incoming mail to identify bills, donations, and key correspondence
- Paying bills, issuing cheques, arranging bank wire transfers, and making deposits as needed
- Entering and recording transactions across multiple bank and credit card accounts using accounting software
- Performing monthly bank and credit card reconciliations with supporting documentation
- Processing payroll for household and personal staff
- Submitting and tracking medical expense claims
- Maintaining a charitable donations registry and obtaining tax receipts
- Supporting charitable foundations, including preparing and verifying donation disbursements
- Preparing board and committee meeting materials
- Managing general administrative tasks: scanning, filing, couriering, and maintaining organized records
- Ad hoc special project requests as needed
- Working occasionally from the family residence as part of day-to-day operations
What you bring to the job
- You understand the sensitivity of working within a private family office and maintain the highest level of confidentiality
- A minimum of 5 years in bookkeeping or accounting, ideally within a family office or with HNW/UHNW clients
- A bookkeeping or accounting certificate or diploma
- Strong skills in QuickBooks (or similar accounting software), Microsoft Word, and Microsoft Excel
- Excellent written and spoken communications, with the ability to draft thoughtful correspondence
- Exceptional attention to detail, record-keeping, and time management skills
- A mature, intuitive approach to handling personal financial matters and identifying what needs attention
- Willingness to adapt to evolving needs and occasionally work on-site at private residences
Qualified job seekers are asked to apply with attention to Ashley Richardson.
I really look forward to hearing from you, but please understand that I will only be contacting those that are applicable for the role!
Options Consulting Solutions is an equal opportunity employer and welcomes applications from all individuals. Applicants selected for an in-person interview will be asked whether specific accommodations are needed to support a personal disability.
You can also find more jobs that may be suited to you on the Options Consulting Solutions Indeed and LinkedIn pages. Follow us on Instagram and Facebook for job searching tips and other updates.
About Options Consulting Solutions
Options Consulting Solutions (OCS) is a privately held, Canadian organization that specializes in partnering with our customers to build their human capital needs, both in the Public and Private Sectors. Our main focus is recruitment. We staff for clients locally and internationally within a variety of industry sectors, as each Consultant maintains an industry niche in the market.
We offer temporary, contract and full-time searches on a contingent and retained basis with a focus on Executive level search, but not excluding Support level roles. OCS targets large to mid-sized companies in order to better service our candidates within their specified geographic regions.
Recognizing the need for additional assistance, OCS extended its services to support pay rolling, right sizing, employee assessment and testing, surveys, and HR consulting.
With over 2,000 staffing agencies in Toronto alone, we differentiate ourselves from our competitors through our productivity and service delivery times, talent base, and retention rate. That is the uniqueness OCS brings to the table.
Look to Options Consulting Solutions for: Executive Search Temporary Workforce Contract Workforce Contingent Search
Let us bring you together