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Added 9 mins ago
HM
Operational Specialist
Hunter Mercantile
Toronto, ON
- $65,000 to $80,000 CAD / year
- Full-time
Operations Specialist – Wealth Management & Portfolio Operations
Added 9 mins ago
GC
Partner, Family Office
GlassRatner Canada
Toronto, ON
- Full-time
Are you passionate about serving high-net-worth families and providing comprehensive wealth management solutions? Do you excel at building long-term client relationships while leading…
Added 24 mins ago
WO
Business Development Manager, Deposits
Wealth One Bank of Canada
Toronto, ON
- Full-time
An established network in at least one of: corporate treasury, independent wealth advisors, credit unions or wealth managers, condo management, the public sector (municipalities,…
Added 38 mins ago
IF
Senior IT Technician, Privileged IT Access Service
iA Financial Group
Vancouver, BC · Toronto, ON · Montreal, QC · Quebec, QC
- Full-time
…advisors who have chosen us for their insurance, savings, and wealth…
Added 38 mins ago
T
Data Scientist III
TD
Toronto, ON
- Full-time
Act as a trusted advisor to business partners, influencing decisions through clear, compelling insights.
Added 38 mins ago
Senior Financial Advisor - Kings Place, Fredericton, NB
Scotiabank
Fredericton, NB
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 53 mins ago
DF
Member Service Representative (Full-Time)
DUCA Financial Services Credit Union Ltd.
Guelph, ON
- Full-time
…phone (Member-Connect) and via our Mobile mortgage specialists, Wealth Management advisors and Commercial and Business Banking Account…
Added 1 hour ago
Financial Advisor - Southgate Shopping Center
Scotiabank
Ottawa, ON
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 1 hour ago
TV
New Business Associate
The Vantage Talent Group
Montreal, QC
- $70,000 to $100,000 CAD / year
- Full-time
Proven experience managing ongoing policy servicing and administrative requests within a life insurance, MGA, brokerage, carrier, or wealth management environment.
Added 2 hours ago
OC
Office Manager
Options Consulting Solutions
Toronto, ON
- $75,000 to $130,000 CAD / year
- Full-time
Strong Excel, Word and Google Workspace skills; comfortable learning new cloud based tools related to wealth management or investments
Added 2 hours ago
SL
Advanced Case Manager - Insurance Sales - Mandarin
Sun Life
BC · Toronto, ON · Waterloo, ON · ON · Ontario Telecommuters
- Full-time
Participate in proactive outbound programs to increase Financial Advisor awareness of team services, product enhancements, and marketing initiatives
Added 2 hours ago
C
Associate Investment Advisor
CIBC
Barrie, ON
- Full-time
…Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service. As an Associate Investment Advisor, you will deploy assets…
Added 4 hours ago
IF
Senior Process Journey Owner
iA Financial Group
Toronto, ON · Montreal, QC
- Full-time
…to increase efficiency, productivity, and quality across the advisor and client journeys at iA Private…
Added 5 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 5 hours ago
FC
Associate, Compensation (12 to 15-month contract)
Fiera Capital
Montreal, QC
- Full-time
The Associate, Compensation supports the Advisor, Compensation in the day-to-day delivery of the organization's compensation programs. Working under the Advisor's guidance, the role focuses…
Added 5 hours ago
NB
Manager, Financing Solutions
National Bank of Canada
Montreal, QC
- Full-time
…arrangement of specialized financing products, integrating wealth management and commercial aspects into the analysis of…
Added 6 hours ago
SP
Bilingual Customer Success Manager (French/English)
Salesforce Partner Canada
Montreal, QC
- Full-time
Financial Services (FINS) – Works with banking, insurance, wealth management, and other financial services organizations to support digital transformation, regulatory compliance, and…
Added 10 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 13 hours ago
C
Sr. Manager, Email and Distributed Marketing
CIBC
Toronto, ON
- Full-time
…strategy and lead the execution, governance, and optimization of advisor and business-driven email communications across both Salesforce Marketing Cloud and traditional email channels,…
Added 14 hours ago
S
Financial Advisor - Scotia Plaza, Toronto
Scotiabank
Toronto, ON
- Full-time
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 16 hours ago
RB
Administrative Assistant
Royal Bank of Canada
ON · GREATER SUDBURY / GRAND SUDBURY, Ontario
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 16 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 17 hours ago
T
Tangerine Growth Advisor - Tangerine
Tangerine
Toronto, ON
- Full-time
Contributes to Tangerine’s overall success and growth of Tangerine Wealth by building trusted relationships with new and existing clients. Models an entrepreneurial mindset and ensures…
Added 17 hours ago
M
Manager, Property Tax Services / Directeur(trice), Fiscalité foncière
MNP
Winnipeg, MB
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll monitor markets and legislative changes to ensure that clients are utilizing all available programs and…
Added 17 hours ago
M
Consultant, Property Tax Services / Conseiller(ère), Fiscalité foncière
MNP
Winnipeg, MB
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll monitor markets and legislative changes to ensure that clients are utilizing all available programs and…

Options Consulting Solutions

Office Manager

Toronto, ON, Canada

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

Apply About employer

Applications open in a new tab.

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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