Family Office Assistant (Onsite)
About the role
Why you will love Sierra Forest Products:
As North America's premier distributor of globally sourced specialty forest products, we are committed to sustainability, innovation, and the future of our workforce. Our products are responsibly sourced, ensuring environmental integrity while supporting the next generation of industry leaders.
We take pride in fostering career growth, advancing our team members, and creating opportunities for professional development. Driven by innovation and a deep sense of responsibility, we strive to make a lasting, positive impact on our people, customers, and communities.
Your Impact:
Join a trusted and dynamic team where precision, discretion, and excellence are the foundation of everything we do. As a Family Office Assistant, you’ll play a pivotal role in managing the financial and operational heartbeat of the family’s enterprises and personal affairs. This is more than bookkeeping – it is about being a cornerstone of a high-performing, values-driven environment.
You’ll be a key contributor to the Family Office, assisting with financial clarity, operational efficiency, and seamless support across a wide range of responsibilities. Your work will directly influence the wellbeing and success of the family’s ventures, properties, and philanthropic efforts.
Role & Responsibilities:
- Record and reconcile bank and credit card transactions
- Maintain general ledger and prepare journal entries
- Manage accounts payable and intercompany transfers
- Track income and expenses with precision
- Support budgeting, forecasting, and financial reporting
- Perform other duties as assigned by management.
- Organize and maintain financial documents and records
- Handle confidential materials with utmost discretion
- Assist with subscriptions, service contracts, and vendor coordination
- Provide administrative support for property management
- Assist with philanthropic and trust-related documentation
- Help coordinate travel, events, and personal appointments
Your Unique Skills:
- Diploma or certificate in accounting, bookkeeping, or business administration
- Proven experience in financial administration (family office or private wealth preferred)
- Proficiency in QuickBooks accounting software
- Exceptional attention to detail and organizational skills
- High level of discretion and professionalism
- Ability to multitask and thrive independently in a fast-paced environment
About Upper Canada Forest Products
Upper Canada Forest Products is Canada's premier distributor of specialty wood products and decorative surfaces serving discerning customers in the architectural woodworking industry. We offer a comprehensive selection of hardwoods and softwoods, and a full line of panel products including MDF, particleboard, melamine, veneer and hardwood plywood.
We are proud to be one of Canada's Best Managed Companies, and owe that to our extraordinary people. We focus on unique supplier relationships and customer-focused technologies, and our state of the art warehouses provide an unparalleled level of service in the industry. Our people are committed to adding value to your business, Upper Canada Forest Products is "Delivering the Difference" to its customers and suppliers, every day.
Family Office Assistant (Onsite)
About the role
Why you will love Sierra Forest Products:
As North America's premier distributor of globally sourced specialty forest products, we are committed to sustainability, innovation, and the future of our workforce. Our products are responsibly sourced, ensuring environmental integrity while supporting the next generation of industry leaders.
We take pride in fostering career growth, advancing our team members, and creating opportunities for professional development. Driven by innovation and a deep sense of responsibility, we strive to make a lasting, positive impact on our people, customers, and communities.
Your Impact:
Join a trusted and dynamic team where precision, discretion, and excellence are the foundation of everything we do. As a Family Office Assistant, you’ll play a pivotal role in managing the financial and operational heartbeat of the family’s enterprises and personal affairs. This is more than bookkeeping – it is about being a cornerstone of a high-performing, values-driven environment.
You’ll be a key contributor to the Family Office, assisting with financial clarity, operational efficiency, and seamless support across a wide range of responsibilities. Your work will directly influence the wellbeing and success of the family’s ventures, properties, and philanthropic efforts.
Role & Responsibilities:
- Record and reconcile bank and credit card transactions
- Maintain general ledger and prepare journal entries
- Manage accounts payable and intercompany transfers
- Track income and expenses with precision
- Support budgeting, forecasting, and financial reporting
- Perform other duties as assigned by management.
- Organize and maintain financial documents and records
- Handle confidential materials with utmost discretion
- Assist with subscriptions, service contracts, and vendor coordination
- Provide administrative support for property management
- Assist with philanthropic and trust-related documentation
- Help coordinate travel, events, and personal appointments
Your Unique Skills:
- Diploma or certificate in accounting, bookkeeping, or business administration
- Proven experience in financial administration (family office or private wealth preferred)
- Proficiency in QuickBooks accounting software
- Exceptional attention to detail and organizational skills
- High level of discretion and professionalism
- Ability to multitask and thrive independently in a fast-paced environment
About Upper Canada Forest Products
Upper Canada Forest Products is Canada's premier distributor of specialty wood products and decorative surfaces serving discerning customers in the architectural woodworking industry. We offer a comprehensive selection of hardwoods and softwoods, and a full line of panel products including MDF, particleboard, melamine, veneer and hardwood plywood.
We are proud to be one of Canada's Best Managed Companies, and owe that to our extraordinary people. We focus on unique supplier relationships and customer-focused technologies, and our state of the art warehouses provide an unparalleled level of service in the industry. Our people are committed to adding value to your business, Upper Canada Forest Products is "Delivering the Difference" to its customers and suppliers, every day.