Analyste, opérations bureau familial

Job summary

The analyst will manage family financial operations, including accounts payable, banking transactions, and tax remittances. They will also assist directors with client onboarding and maintain key family documentation.

Job details

The analyst will manage family financial operations, including accounts payable, banking transactions, and tax remittances. They will also assist directors with client onboarding and maintain key family documentation. Candidates must hold a degree in administration or accounting with one to five years of relevant experience. Proficiency in Microsoft Office and strong organizational skills are required, with banking sector experience considered an asset.

What you’ll do

The analyst will manage family financial operations, including accounts payable, banking transactions, and tax remittances. They will also assist directors with client onboarding and maintain key family documentation.

Requirements

Candidates must hold a degree in administration or accounting with one to five years of relevant experience. Proficiency in Microsoft Office and strong organizational skills are required, with banking sector experience considered an asset.

Benefits

• Group insurance
• Health spending account
• Savings plans
• Employer matching contributions
• Virtual healthcare network
• Employee and family assistance program
• Mental health consultations
• Annual health and wellness program
• Performance bonus
• Tuition reimbursement
• Professional membership reimbursement
• Academic incentives
• Talent referral bonus
• Client referral bonus
• Concierge services
• Childcare and tutoring services
• Annual employee rewards and recognition

Listed skills

• Teamwork · Preferred
• Client Onboarding · Preferred
• Attention to detail · Preferred
• Microsoft Excel · Preferred
• Multitasking · Preferred
• Microsoft Office · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Accounts payable
• Banking operations
• EFT
• Wire transfers
• Tax remittances
• GST/QST reporting
• Expense reporting
• Tax authority communication
• Client onboarding
• Financial operations management
• Microsoft Office
• Excel
• Organizational skills
• Multitasking
• Attention to detail
• Teamwork

Job areas

• Finance & Accounting
• Administrative
• Consulting

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