Bookkeeping expertise anchors this Executive Personal Assistant role supporting a Montreal entrepreneur and family, initially in person before hybrid flexibility develops.
Based in Westmount, you will establish reliable financial administration for a newly formed private family office. The position combines bookkeeping, executive assistance, family coordination, and office administration. You will work directly with the principal, external accountants, family-office advisors, lawyers, vendors, and other professionals, handling confidential information with discretion.
Key Responsibilities:
- Bring outstanding bookkeeping records up to date
- Maintain expenses, invoices, receipts, reimbursements, and payments
- Establish financial tracking tools and filing systems
- Prepare basic reports,
summaries, and reconciliations
- Liaise with accountants and family-office advisors
Requirements:
- Minimum 10 years of relevant qualified experience
- Hands-on bookkeeping experience maintaining accurate financial records
- Proficiency with Microsoft Office, Outlook, and Excel
- Experience with QuickBooks or comparable accounting software
- English communication skills and Montreal-area residence
Apply executive assistance, bookkeeping, and financial administration expertise while building dependable systems for this private family office.