chartered professional accountant, chartered accountant (CPA, CA)
Title posted on JobsMedia.ca -
Family Officer (Director) (#)
Posted on
May 16, 2024
by
Employer details
Kenova
Job details
<p><b><span>Employer details:</span></b><span> </span></p><p><span>Our client is a family business specializing in wealth management. The high-end personalized support they offer to their customers ensures the security and sustainability of their finances. Our client offers a variety of services including accounting, investment monitoring, succession planning and family governance, among others. Each service is tailor-made to meet the specific needs of their clients.</span><span> </span></p><p><b><span></span></b><span> </span></p><p><b><span>Advantages: </span></b><span>Friendly Quebec family business ? Professional collaboration ? Authentic corporate culture ? </span><span>Decent and flexible schedule</span><span> ? Hybrid mode adopted ? Group insurance ? Competitive salary ? Aesthetic offices ? 5@7 ? RRSP - Advantageous benefits program</span><span> </span></p><p><span></span><span> </span></p><p><b><span>Your responsibilities in a few words:</span></b><span> </span></p><p><span>Manage and analyze the investment strategy, including meetings with managers, portfolio reviews, and preparation of dashboards - Organize and negotiate purchase offers and of sales for real estate projects - Ensure construction site insurance and cost control - Plan and conduct monthly meetings with clients - Advise and train family members in financial literacy - Manage estate aspects, including wills, and optimize tax structures for the US Estate Tax - Create and monitor the activities of philanthropic foundations, ensuring compliance and tax optimization of donations - Coordinate the internal team for operational support and hiring management - Monitor payroll processing and manage legal files - Lead special projects and manage all other related tasks</span><span> </span></p><p><span></span><span> </span></p><p><b><span></span></b><b><span>Your strengths for this position:</span></b></p><ul><li><span>Hold a CPA certification, CFA or lawyer (asset)</span><span> </span></li><li><span>Minimum 7 years of relevant experience</span></li><li><span>Have management experience of a family office (asset)</span><span> </span></li><li><span>Be from one of the three following fields: finance or private banking, accounting, or law</span><span> </span></li><li><span>Have project management skills</span></li><li><span>Bilingualism: Excellent communication skills, both orally and in writing, in English and French</span><span> </span></li></ul><p><b><span></span></b><span> </span></p><p><b><span>An ideal opportunity for </span></b><span>a resilient, reliable and rigorous individual, capable of adapt to various roles and manage stress effectively. If you are curious, problem-solving, and excel in team collaboration while being able to demonstrate firmness and understanding, this position is for you. Join our dynamic team in an environment that values adaptability and professionalism. Apply now to express your interest in this role.</span><span> <br /></span></p>
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LocationMontréal, QC
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SalaryNot available
- Start date
Starts as soon as possible
- vacancies
1 vacancy
- Source
JobsMedia.ca
#103745
Advertised until
2024-06-15
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