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Senior Account Manager
SoTalent
Toronto, ON
- Full-time
Industry: Personal Care Product Manufacturing
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Sales Advisor
Sienna Senior Living
Whitby, ON
- Full-time
…community, and caring to life. In this capacity, the Sales Advisor plays a critical role in promoting and maintaining the occupancy of the retirement home by building relationships with…
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Financial Advisor - future opportunity, Humboldt, SK
Scotiabank
Humboldt, SK
…through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
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Financial Advisor - future opportunity, Winnipeg area
Scotiabank
Winnipeg, MB
…through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 1 min ago
Benefits Advisor
Pembina Pipeline Corporation
Calgary, AB
…psychological, and cyber safety into all work practices while taking personal accountability to maintain compliance, support audit readiness, proactively identify risks, and protect our…
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Wealth Management Intern (Student/New Grad)
The Canada Life Assurance Company
Calgary, AB · Vancouver, BC
…sales team to focus on generating new sales and growing the advisor base. You will also be part of supporting the implementation of multiple territory business…
Added 16 mins ago
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Product Owner - Asset Management, Temporary
Aviso
Toronto, ON
- Full-time
In this role, you will actively cultivate strategic partnerships, positioning our organization as a trusted advisor and partner and you will put the clients' needs at the forefront and seek…
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Agent de liaison médicale, Néphrologie / Medical Science Liaison, Nephrology
Otsuka Canada Pharmaceutical Inc.
Canada
- Full-time
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Outbound Capital Account Executive
Lightspeed Commerce, Inc.
Remote, Canada
- Full-time
- Remote
Build a trusted advisor relationship with your customers and identify where Financial Service opportunities lie across your book of business;
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Financial Advisor Intern
Royal Bank of Canada
BC · RICHMOND, British Columbia
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You…
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Director, Real Estate
Royal Bank of Canada
Vancouver, BC
- Full-time
…syndicated facilities. You will act as a trusted strategic advisor, connecting clients with other RBC partners to meet their diverse commercial and personal financial needs. While credit…
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Client Services Coordinator (CAN)
Avison Young Canada
AB · Edmonton, AB
- Full-time
…diverse tasks to achieve the team’s common goal. You value personal and professional growth and are ready to take the next step in advancing your career.If this sounds like you, well, then…
Added 16 mins ago
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H&M Sales Advisor
H&M Group
West Vancouver, BC
- Part-time
As a Sales Advisor, you'll be responsible for providing excellent customer service, welcoming & guiding customers through your store to actively sell our products and providing customers…
Added 46 mins ago
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Manager, Valuations
MNP
Winnipeg, MB
- Full-time
…accurately measure the value of their operations. As a trusted advisor, you’ll provide independent and reliable business valuations that empower clients to advance their strategic goals and…
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Senior Accountant, Assurance and Accounting - Public Companies (Mandarin Speaking)
MNP
Vancouver, BC
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
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Designated Professional, Assurance and Accounting - Public Companies
MNP
Toronto, ON
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 46 mins ago
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Sales (Fitness Advisor) - Vaughan Milani and Highway 27
GoodLife Fitness
Vaughan, ON
- Full-time
The Fitness Advisor is responsible for recruiting and working with new members to understand their specific health and fitness goals and provide recommendations for how they can achieve…
Added 46 mins ago
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Senior Advisor, Operational risks
Desjardins
Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
As a senior operational risk advisor, you help prevent, analyze and develop guidelines for suspicious and fraudulent transactions. You also assist with compliance, internal controls, crisis…
Added 46 mins ago
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Personal Finance Advisor
Desjardins
Granby, QC · Caisse Desjardins de Granby-Haute-Yamaska
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 1 hour ago
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Associate Financial Advisor
CIBC
Winnipeg, MB
- Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As an Associate Financial…
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Strategic Partnership Manager
Manulife
Halifax, NS · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
Function as a trusted advisor, ensuring alignment with all Procurement policies, sourcing best practices, and enterprise standards related to contracting.
Added 1 hour ago
Senior Financial Reporting Analyst | Great West
The Canada Life Assurance Company
Winnipeg, MB
…end of 2024, our companies had over 32,250 employees, 106,000 advisor relationships, and thousands of distribution partners – serving approximately 40 million customer…
Added 1 hour ago
Director, AI Wealth Enablement
The Canada Life Assurance Company
London, ON · Toronto, ON · ON · Mississauga Ontario, ON
…where AI can improve outcomes and efficiency as related to advisor experience, dealer processes, compliance needs, and other wealth…
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National Accounts Director
OPENLANE
Brampton, ON
- $100,000 to $125,000 CAD / year
- Full-time
Build genuine relationships with key stakeholders, serving as a trusted advisor dedicated to their long-term success.
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H&M Sales Advisor
H&M
BC · West Vancouver, BC
- Part-time
As a Sales Advisor, you'll be responsible for providing excellent customer service, welcoming & guiding customers through your store to actively sell our products and providing customers…

Options Consulting Solutions

Office Manager

Toronto, ON, Canada

$75,000 to $130,000 CAD / year · Full-time

Apply About employer

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Job details

Pay: $75,000 to $130,000 CAD / year
Job type: Full-time
Apply by: Nov 26, 2026
Posting language: English
Posted: Oct 27, 2026

Original job description

Family Office Administration/Operations

Fulltime – Hybrid (with time) – Mid-town Toronto

A small, fast-paced and highly confidential Family Office is making its first dedicated hire. The Office Manager will handle bookkeeping, portfolio administration and general office administration. This role will be working closely with the family and its external advisors (accountants, lawyers, custodians and investment consultants). The role is deliberately broad and suits someone flexible who can juggle shifting priorities.

Key Responsibilities

Bookkeeping and Payments Administration

Take over bookkeeping from the current external bookkeeper and keep the books for the holding companies and the family’s personal accounts in using accounting software, including monthly reconciliations
Process personal and corporate payments, track expenses (company/personal) and set up a chart of accounts
Prepare payments for approval by the stakeholders, process quarterly family distributions, and produce quarterly expense summaries
Keep the books ready for the accountants

Portfolio Reporting

Maintain reporting software: reconcile holdings to custodian statements each month and resolve breaks
Track private investment valuations, capital calls and distributions
Supply inputs for quarter-end reporting

General Administration

Provide confidential executive and administrative support to stakeholders
Manage meetings, projects, and coordination with advisors and counterparties
Handle property administration: insurance, property tax, utilities and vendors
Act as the first point of contact for inbound requests, and manage office purchases and IT vendors
Pitch in wherever needed in an “all hands on deck” culture

Records, Compliance and Tax Season

Keep Google Drive organized and up to date
Maintain a compliance calendar for corporate filings, tax instalments, insurance renewals and KYC refreshes
Coordinate tax season by collecting slips and statements and assembling packages for the accountants

What You Bring

Must-have: Hands-on experience keeping a full set of books, ideally in QuickBooks Online, including reconciliations, accounts payable and year-end files for accountants. Everything else can be learned on the job.
Highly organized, accurate and detail-oriented, and works well under pressure
Strong Excel, Word and Google Workspace skills; comfortable learning new cloud based tools related to wealth management or investments
Clear, diplomatic written and spoken communication
Excellent judgment and discretion with confidential information
A flexible team player who sees no task as beneath them
A self-starter who improves processes and gives prompt, professional service

**This role requires a unique individual who has experience working in a small office and understands what is required both in experience and attitude to be successful in this position**

We would like to thank all applicants but we will only be reaching out to individuals that are best suited based on experience. Successful candidates will be required to conduct both phone/online and in-person meetings as well as some administrative testing.

The successful candidate will have to have background checks and references conducted.

Should your resume not be selected at this time, we are able to look at other roles that we have available that may not be advertised.

Apply About employer

More about this job

Responsibilities

Maintain bookkeeping and payment processes for holding companies and personal accounts, reconcile portfolio holdings, track private investment activity, and prepare reporting inputs. Provide confidential administrative support, coordinate with advisors, manage property and office needs, organize records, and coordinate compliance and tax-season tasks.

Requirements

The key requirement is hands-on experience maintaining a full set of books, ideally using QuickBooks Online, including reconciliations, accounts payable, and year-end files for accountants. Candidates should be highly organized and accurate, proficient with Excel, Word, and Google Workspace, discreet with confidential information, adaptable, and effective in a small-office environment.

Skills

Bookkeeping
QuickBooks Online
Account Reconciliation
Accounts Payable
Payment Processing
Portfolio Administration
Portfolio Reporting
Expense Tracking
Microsoft Excel
Microsoft Word
Google Workspace
Records Management
Tax Preparation Coordination
Confidentiality
Administrative Support

Visa sponsorship

Not detected in the job text

Keywords

Family Office
Bookkeeping
QuickBooks Online
Monthly Reconciliations
Accounts Payable
Payment Processing
Chart Of Accounts
Quarterly Distributions
Expense Summaries
Portfolio Reporting
Custodian Statements
Private Investments
Capital Calls
Investment Distributions
Microsoft Excel
Microsoft Word
Google Workspace
Google Drive
Property Administration
Corporate Filings
Tax Instalments
Insurance Renewals
KYC Refreshes
Year-End Files
Confidential Executive Support
Advisor Coordination
Cloud-Based Wealth Management Tools

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