The controller will be responsible for managing the finances of a wealthy family, including overseeing stock market investments, personal tax returns, and accounting data entry. The position also includes legal and administrative responsibilities.
Tasks
Financial Investment Management:
Monitor and optimize the family’s stock market investments.
Oversee and track stock transactions and investment portfolios.
Follow exchange rates, interest rates, and economic trends that may impact investments.
Personal Taxation:
Prepare and manage the family’s personal tax returns.
Advise on tax optimization and investment strategies to minimize tax burdens.
Accounting Data Entry:
Ensure the accurate entry and tracking of accounting data within internal systems.
Prepare monthly and annual financial statements.
Collaboration with External Partners:
Work closely with the external firm (EY) to manage complex accounting tasks and financial audits.
If you are ready to take on new challenges, we would love to meet you!
Advantages
Group insurance (medical, dental, life).
Part-time position.
Renovated office.
Job requirements
Bilingual (written and spoken) in French and English for the English-speaking clientele based in Quebec (40%).
At least 1 year of experience in investment management and accounting.
Knowledge of stock market investments and personal tax strategies.
Experience in wealth management for high-net-worth clients, ideally with knowledge of foreign currencies.
Advanced proficiency in MS Office (Excel, Word, PowerPoint).
Knowledge of CTRL software (an asset, but training provided).