At a Glance
- Tasks: Support daily operations, manage schedules, and prepare reports for the Richter Family Office team.
- Company: Join a century-old family office known for strategic advice and client-focused service.
- Benefits: Enjoy competitive benefits, hybrid work, tuition reimbursement, and performance bonuses.
- Other info: Great opportunity for career advancement in a supportive environment.
- Why this job: Be part of a dynamic team that values innovation and professional growth.
- Qualifications: 2-3 years in finance or professional services; strong communication and organizational skills.
The predicted salary is between 50000 - 74000 $ per year.
Overview
Richter is a Business | Family Office that provides strategic advice on business matters and on families' financial and personal objectives across generations.
With 100 years of experience advising at the intersection of family and business, Richter has developed an integrated approach to help business owners find sustainable success.
Whether business, personal, or both, Richter is uniquely positioned to address the needs of Canada’s most successful entrepreneurs, private clients, business owners and business families and help them chart a clear path to shape their legacy for the future.
Founded in 1926, Richter's 700-person multidisciplinary team continuously innovates to create value for our people, clients, and community in Canada and in the US.
Position Summary
The Administrative Assistant plays a key role in supporting the day-to-day operations of the Richter Family Office team.
This position provides administrative, operational, and client service support through the preparation of reports, emails and communications, maintenance of client and manager information, coordination of billing and compliance activities, and support of special projects and events.
The incumbent works closely with internal teams, investment managers, and external providers to ensure a high level of accuracy, efficiency, and service while contributing to process improvement initiatives and the smooth functioning of the team.
A Day in the Life
- Support Partners and team members by coordinating schedules, meetings, travel arrangements, and administrative priorities.
- Prepare and format reports, presentations, correspondence, and other client-facing materials.
- Maintain accurate client and manager information across Salesforce, Addepar, Last Pass, and client portal platforms.
- Collaborate with the Operations team to support reporting requirements, data integrity, and quality control initiatives.
- Assist with quarterly and annual billing activities, including preparation, review, and distribution.
- Support compliance processes through the maintenance, review, and filing of client and manager documentation.
- Coordinate with custodians, clients, and internal stakeholders to address inquiries and enhance the client experience.
- Contribute to process improvement initiatives, operational best practices, and special projects across the business.
- Build strong cross-functional relationships while supporting the smooth day-to-day operations of the office.
What we're looking for
- Ability to manage busy calendars, coordinate meetings and travel arrangements, and maintain seamless day-to-day administrative support.
- Ability to work autonomously with minimal supervision and frequent interruptions or changing priorities
- Advanced computer skills, including proficiency with MS Office (Word, Power Point, Excel and Outlook) and the ability to learn new programs
- Strong knowledge of Salesforce CRM
- Addepar considered an asset
- Excellent written and verbal communication skills - ability to draft effective communications (emails, letters, memos, instructions) with exceptional grammar, spelling and proofreading skills
- Strong organizational skills, prioritizing and multi-tasking skills
- Ability to work in a dynamic, demanding, high-pressure environment
- Strong interpersonal skills
- Detail oriented and a high level of accuracy
- Ability to work in a team
- Strong commitment to professional client service excellence
- 2-3 years of work experience in financial or banking industry or in a professional services firm, an asset
- College diploma; university degree preferred
What's in it for you?
- Competitive group benefits which include group insurance, Health Spending Account, savings plans, and Employer Contribution Matching
- Employee and Family access to virtual healthcare network
- Employee and Family Assistance Programs, including consultations with mental health professionals
- Hybrid work Environment
- Competitive Performance Bonus
- Tuition Reimbursement
- Professional Dues Reimbursement
- CFE leave financial support
- Academic Incentives
- Talent referral bonus
- Client referral bonus
- Access to an on-demand concierge nannying, babysitting, and tutoring service
- Annual employee rewards and recognition
The salary range for this position is $50,000 - $74,000, and employees may also be eligible to participate in our bonus program.
Compensation complies with applicable pay transparency legislation and is regularly reviewed to stay market competitive.
Salaries within the range reflect individual contributions and are based on objective factors such as internal equity, experience, education, role scope, and required skills
Your application
We are excited to meet motivated professionals who are looking for career growth in a mid-sized family minded firm and have a strong background in building and fostering relationships.
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Administrative Assistant in Toronto employer: RICHTER
En tant qu'entreprise familiale de conseil, nous offrons un environnement de travail hybride qui favorise l'équilibre entre vie professionnelle et personnelle. Nos employés bénéficient d'avantages sociaux compétitifs et d'opportunités de développement professionnel, ce qui en fait un lieu idéal pour ceux qui cherchent à évoluer dans leur carrière tout en contribuant à une culture collaborative et respectueuse.
