Support affluent families through client service and financial reporting at Prime Quadrant as a Family Office Associate. Bring organization and accuracy.
This Family Office Associate supports the Family Office Solutions team with client service, reporting, administration, and accounting and tax compliance needs. You will collaborate with Investment Consulting, Operations, and Compliance teams while supporting existing client families. The work includes preparing materials, maintaining records, reconciling reports, and coordinating follow-through.
Key Responsibilities: Support relationship management for existing client families
Prepare, review, and present client meeting materials
Respond to client and third-party inquiries
Maintain accurate reporting and relationship management records




Coordinate client communications and meeting schedules
Requirements: University degree or college diploma, ideally in finance or business
Financial services experience through co-op, internship, or full-time work
Robust organization, accuracy, communication, and documentation skills
Microsoft Office and digital task-management proficiency
Strong English writing and oral communication skills
Apply client-service, reporting, organization, and communication skills while supporting Prime Quadrant’s affluent families and consulting teams.

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📌 Family Office Client Services Associate (Ontario)
🏢 Prime Quadrant
📍 Ontario