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Added 14 mins ago
Senior Associate, Finance & Strategy - Drive
DoorDash Canada
Toronto, ON
The Finance & Strategy team is responsible for accelerating the growth of our business by identifying and implementing new opportunities and solutions. We partner with teams across the…
Added 14 mins ago
IT
Associate System Administrator
InTandem Talent
Richmond Hill, ON
- Full-time
…enabling large enterprise clients to streamline and optimize their finance and back-office processes. We are passionate about delivering holistic solutions that seamlessly integrate with…
Added 14 mins ago
O
Associate System Administrator
Octacom
Richmond Hill, ON
- Full-time
…enabling large enterprise clients to streamline and optimize their finance and back-office processes. We are passionate about delivering holistic solutions that seamlessly integrate with…
Added 29 mins ago
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Associate Director
BMO
Toronto, ON · FCP
- Full-time
Bachelor’s degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.
Added 29 mins ago
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Indirect Tax, Senior Associate
PwC
Vancouver, BC
- Full-time
As an Indirect Tax Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and…
Added 29 mins ago
UO
Student Financial Management Analyst
University of British Columbia
Vancouver, BC · UBCV | Brock Hall (BRCK)
- $7,158.42 to $10,292.25 CAD / month
- Full-time
The Student Financial Management Analyst reports to the Associate Director, Student Financial Management. The incumbent in this position works independently or in collaboration with the…
Added 29 mins ago
T
Customer Experience Associate
TD
Ottawa, ON
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 29 mins ago
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Canadian Commercial Banking Associate
TD
Ottawa, ON
- Full-time
…better business bankers have a strong background in business and finance as well as the specific products they are responsible to sell and service. They have keen insight into all their…
Added 29 mins ago
T
Customer Experience Associate - Cantonese or Punjabi Language Skills an Asset
TD
Vancouver, BC
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 29 mins ago
T
Personal Banking Associate - Montreal-North Branch
TD
Montreal, QC
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 29 mins ago
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Associate Relationship Manager
CIBC
Kamloops, BC · Kelowna, BC · Victoria, BC
- Full-time
You have completed an undergraduate degree/diploma in Business, Finance, Accounting, or related field.
Added 29 mins ago
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Financial Services Associate, Imperial Service
CIBC
Niagara Falls, ON · Niag.Falls-Lundys Lane&Leonard
- Full-time
…value clients secure their futures. As a Financial Services Associate in the Imperial Service Team, you’ll support the team with client outreach, sales and administrative activities to…
Added 29 mins ago
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Client Engagement Associate [Hourly] (Contract/Secondment)
CIBC
Exeter, ON
- Part-time
…clients with their everyday banking needs. As a Client Engagement Associate, you'll be the first line of support - answering questions, assisting with transactions, guiding clients through…
Added 29 mins ago
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Client Engagement Associate [Hourly]
CIBC
Saskatoon, SK
- Part-time
…clients with their everyday banking needs. As a Client Engagement Associate, you'll be the first line of support - answering questions, assisting with transactions, guiding clients through…
Added 44 mins ago
MF
Associate, Client Services
Municipal Finance Authority of British Columbia
Victoria, BC
- Full-time
The Municipal Finance Authority of British Columbia (MFA) is a world-class co-operative financial institution, governed by its Members for the benefit of public institutions throughout BC.…
Added 44 mins ago
NB
Wealth Associate
National Bank of Canada
Oakville, ON
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 44 mins ago
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Personal Banking Associate
BMO
Waterloo, ON
- Full-time
Added 44 mins ago
SD
Gérant(e) de l’avant du magasin, salarié(e) – PHX temps plein jour
Shoppers Drug Mart
Saint-Jérôme, QC
- Full-time
Acting as consultants, supporting internal customers and the Associate-Owners, you will get experience unique to the retail industry while working for an award-winning national brand.…
Added 59 mins ago
R
Private Banker
RBC
Calgary, AB
- Full-time
Introduce the Private Banking Associate and Private Banking Advisor teams as key advisors on managing day-to-day banking needs and Credit Structures team as credit experts for credit advice…
Added 59 mins ago
RB
Private Banker
Royal Bank of Canada
Calgary, AB
- Full-time
Introduce the Private Banking Associate and Private Banking Advisor teams as key advisors on managing day-to-day banking needs and Credit Structures team as credit experts for credit advice…
Added 59 mins ago
RB
Associate
Royal Bank of Canada
Toronto, ON
- Full-time
Added 59 mins ago
TC
Senior Category Management Specialist
TJX Companies
ON · Mississauga, Ontario
- $76,620 to $107,268 CAD / year
- Full-time
Enjoy Associate discounts at our stores, available to you and eligible family members.
Added 1 hour ago
OC
Wealth Associate
Options Consulting Solutions
Toronto, ON
- $85,000 to $100,000 CAD / year
- Full-time
We're partnering with an established organization in the private wealth management space to find a Wealth Associate / Senior Wealth Associate to join their growing team. This opportunity is…
Added 1 hour ago
NB
Associate
National Bank of Canada
Quebec, QC
- Full-time
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you…
Added 1 hour ago
NB
Associate
National Bank of Canada
Rivière-du-Loup, QC
- Full-time
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you…

Prime Quadrant

Family Office Associate

Toronto, ON, Canada

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

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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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