17 Oct
|
Richter Main Brand
|
Toronto
17 Oct
Richter Main Brand
Toronto
Job Category: Administrative AssistantsRequisition Number: ADMIN002576Posted : October 2, 2026Full-TimeHybridLocationsShowing 1 locationToronto, OntarioToronto, ON M5J, CANDescriptionOverviewRichter 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 SummaryThe 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, LastPass, 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 prioritiesAdvanced computer skills, including proficiency with MS Office (Word, PowerPoint, Excel and Outlook) and the ability to learn new programsStrong knowledge of Salesforce CRMAddepar considered an assetExcellent written and verbal communication skills – ability to draft effective communications (emails, letters, memos, instructions) with exceptional grammar,
spelling and proofreading skillsStrong organizational skills, prioritizing and multi-tasking skillsAbility to work in a dynamic, demanding, high-pressure environmentStrong interpersonal skillsDetail oriented and a high level of accuracyAbility to work in a teamStrong commitment to professional client service excellence2-3 years of work experience in financial or banking industry or in a qualified services firm, an assetCollege diploma; university degree preferredWhat's in it for you?Competitive group benefits which include group insurance, Health Spending Account, savings plans, and Employer Contribution MatchingEmployee and Family access to virtual healthcare networkEmployee and Family Assistance Programs, including consultations with mental health professionalsHybrid work EnvironmentCompetitive Performance BonusTuition ReimbursementProfessional Dues ReimbursementCFE leave financial supportAcademic IncentivesTalent referral bonusClient referral bonusAccess to an on-demand concierge nannying, babysitting, and tutoring serviceAnnual employee rewards and recognitionThe 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 skillsYour applicationWe are excited to meet motivated professionals who are looking for career growth in a mid-sized family minded firm and have a robust background in building and fostering relationships.
📌 Administrative Assistant, Richter Family Office (Toronto)
🏢 Richter Main Brand
📍 Toronto