Location
toronto, on, Canada
Posted
July 20, 2026
Job Description
Empower families' financial futures as a Family Office Associate at Prime Quadrant. This position focuses on client service and accurate reporting in a dynamic environment.
In this role, you will support families with their comprehensive financial needs and work closely with internal consulting teams. We seek a detail-oriented individual with excellent communication skills and a strong client-service orientation to thrive in fast-paced situations.
Key Responsibilities:
• Support consulting teams in managing client relationships
• Reconcile and prepare client financial reports
• Liaise with clients and service providers as needed
• Prepare tax documents for financial statements
• Develop processes to improve efficiency over time
Requirements:
• Degree in finance, economics, or business field
• Background in financial services or relevant internship
• Competency in using Microsoft Office and digital tools
• Bilingualism is a plus
• Strong organizati...
In this role, you will support families with their comprehensive financial needs and work closely with internal consulting teams. We seek a detail-oriented individual with excellent communication skills and a strong client-service orientation to thrive in fast-paced situations.
Key Responsibilities:
• Support consulting teams in managing client relationships
• Reconcile and prepare client financial reports
• Liaise with clients and service providers as needed
• Prepare tax documents for financial statements
• Develop processes to improve efficiency over time
Requirements:
• Degree in finance, economics, or business field
• Background in financial services or relevant internship
• Competency in using Microsoft Office and digital tools
• Bilingualism is a plus
• Strong organizati...