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Added 9 mins ago
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Prime Quadrant

Family Office Associate

Toronto, ON, Canada

$60,000 to $75,000 CAD / year · Full-time

Apply About employer

Applications open in a new tab.

Job details

Pay: $60,000 to $75,000 CAD / year
Job type: Full-time
Apply by: Dec 6, 2026
Posting language: English
Posted: Nov 6, 2026

Original job description

About Prime Quadrant

Prime Quadrant serves over 240+ affluent families, with approximately CAD 26 billion in Assets under Consultation*. Our mission is to empower families for the future and assist them across the full range of their financial, social, and human capital needs.

Our culture is the Prime Quadrant PATH – we are Purposeful, Authentic, Tenacious, and Humble. We love the work we are privileged to do, the wonderful group of families we are fortunate to serve, and the exceptional team we have assembled. We have been on a growth trajectory for several years. Prime Quadrant is proud to be designated one of the Best Workplaces™ in Canada.

To learn more about Prime Quadrant, please visit: https://www.primequadrant.com

The Opportunity

We are looking for a highly organized, client-focused professional to join our Family Office Solutions team as a Family Office Associate. In this role, you will play a key part in supporting families with client service, reporting, administration, and accounting/tax compliance needs.

You will also work in collaboration with our Investment Consulting, Operations, and Compliance teams, gaining exposure to the full range of services we provide. This is a career-building opportunity in a growing organization where your contributions will be valued, and your professional development supported.

Key Attributes

Self-starter and self-motivated, with the ability to work independently and take initiative
Enjoy working as part of a collaborative team and bring a positive, solutions-oriented mindset
High degree of accuracy and organization, with strong attention to detail and thorough documentation skills
Excellent verbal and written communication skills to effectively interact with clients and internal teams
Able to multi-task, prioritize, and collaborate in a fast-paced environment
Strong process orientation and ability to follow through on commitments
Adaptable and flexible to work as needed by clients
Ability to handle complex issues and escalate as needed with a sense of urgency
Genuine client-service orientation - you get energy from helping people
Intellectual curiosity and motivation to learn

Qualifications

University degree or college diploma (ideally in finance, economics, business, or a related field)
Experience (co-op, internship, or full-time) in a financial services organization
Ability to manage multiple tasks and prioritize effectively to meet deadlines
Proficiency with Microsoft Office (Excel, Word, PowerPoint, Teams)
Proficiency using digital tools for task management and documentation
Familiarity with accounting and bookkeeping is highly desirable, particularly experience supporting investment reporting, reconciliations, and related financial records
Strong English writing and oral communication skills
Demonstrated interest in the wealth management industry
Bilingualism is an asset

Primary Responsibilities

Client Relationships

Support the consulting teams with relationship management for existing client families
Prepare, review, and present materials for client and prospect meetings
Respond to inquiries from clients and third parties
Schedule and track client meetings
Liaise with client families, financial institutions, and service providers to ensure clear communication and timely follow-through

Administration

Maintain up-to-date records in the firm’s client reporting and relationship management systems
Prepare and reconcile client reports using internal and external data
Coordinate with internal team members to ensure all client reporting data is accurate
Obtain and interpret third-party statements and legal documents to support reporting requirements
Complete administrative documentation and updates for insurance, banking, and credit needs
Coordinate vendor payments, cash transfers, CRA remittances, and investment funding requirements
Develop and implement process enhancements over time to optimize efficiency and effectiveness

Tax Compliance Support

Prepare and compile tax documents and schedules to support the preparation of annual financial statements and tax returns
Review and reconcile tax slips for personal, corporate, and foundation taxpayers
Support accounting and tax advisors by responding to inquiries and reviewing draft deliverables
Assist with CRA audit and assessment reviews

Compensation

Competitive base salary range $65,000 - $75,000 CAD
Performance-based bonus structure
Career advancement opportunities based on demonstrated performance
Comprehensive health benefits
Retirement plan
Up to $1,000 per annum reimbursement for relevant continuing education expenses
Wellness allowance up to $600 per annum
3 weeks’ vacation per annum
Paid sick and personal days
Volunteering day

Apply About employer

More about this job

Responsibilities

Support client families through relationship management, meeting preparation, inquiry handling, reporting, and administrative coordination. Prepare and reconcile client and tax records, coordinate payments and transfers, support tax advisors and CRA reviews, and improve internal processes.

Requirements

A university degree or college diploma, ideally in finance, economics, business, or a related field, and experience in a financial services organization are sought. Candidates should have strong communication and organizational skills, proficiency with Microsoft Office and digital task-management tools, and an interest in wealth management; accounting and bookkeeping experience is highly desirable.

Skills

Client Service
Financial Reporting
Accounting
Tax Compliance
Bookkeeping
Reconciliation
Microsoft Excel
Microsoft Word
Microsoft PowerPoint
Microsoft Teams
Task Management
Documentation
Communication
Organization
Prioritization

Benefits

Performance-Based Bonus
Career Advancement Opportunities
Comprehensive Health Benefits
Retirement Plan
Continuing Education Reimbursement
Wellness Allowance
Three Weeks' Vacation
Paid Sick and Personal Days
Paid Volunteering Day

Visa sponsorship

Not detected in the job text

Keywords

Family Office
Financial Services
Wealth Management
Client Service
Investment Reporting
Financial Reporting
Accounting
Bookkeeping
Tax Compliance
Tax Returns
Financial Statements
Tax Slips
Reconciliation
CRA Remittances
CRA Audits
Cash Transfers
Investment Funding
Insurance Administration
Banking
Credit Administration
Client Reporting Systems
Microsoft Office
Microsoft Excel
Microsoft Word
Microsoft PowerPoint
Microsoft Teams
Task Management
Documentation

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