Operations Lead, Family Office Services

Richter Montreal Office

Overview

Richter is a Business | Family Office that provides strategic advice on business matters and on families’ financial and personal objectives across generations. With close to 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 600-person multidisciplinary team continuously innovates to create value for our people, clients, and community in Canada and in the US.

What we offer:

• Investment in your continuing education and professional development through a variety of learning offerings and tuition reimbursement
• The chance to become a strategic business partner with our clients, building relationships directly with entrepreneurs and businesses to provide them with meaningful advisory services.
• A culture that values work-life balance and mental health and well-being. Our firm has taken a fresh approach to these issues, offering a hybrid work environment with flexible hours and resources to support you in your personal journey.
• The opportunity to develop your career with the direct support of your managers and firm partners; and

A day in the life of Operations Lead:

The objective of this role is to revamp, oversee and monitor all scheduling activities and process.  The role would be part operations and part projects. Project management will be an integral part of this role and the individual will work on special projects as determined by the team.

About You:

• Managerial experience is an asset.
• Minimum 5 years experience in similar role.
• Experience with project management considered a strong asset.
• Scheduling/planning background.
• Ability to find solutions, creative mindset.
• Technology-savvy, ease of navigation in any system.
• Very organized.
• Bilingual French and English.
• Conflict-resolution.
• People-oriented and great communication (will be interacting with all FOS team members on the daily and following up with them).
• Experience implementing systems considered an asset.
• Experience or ability in project management.

What’s in it for you?

• Academic Incentives
• Competitive Performance Bonus
• Professional Dues Reimbursement
• Competitive group benefits which include group insurance, Health Spending Account, savings plans, and Employer Contribution Matching
• Talent referral bonus
• CFE leave financial support
• Access to an on-demand concierge nannying, babysitting, and tutoring service
• Tuition Reimbursement
• Hybrid work Environment
• Employee and Family access to virtual healthcare network
• Annual employee rewards and recognition
• Annual Health & Well-being Program
• Employee and Family Assistance Programs, including consultations with mental health professionals
• Client referral bonus

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.

Sounds like you? Apply today!