Family Office Bookkeeper

Permanent, Part Time, Salaried. Possibility of full time in the future.

Position Overview:

The Family Office Bookkeeper will be responsible for the monthly accounting and reporting for family office clients.

  • 3+ years of bookkeeping experience
  • Post-secondary degree/diploma
  • MS Office Suite proficiency (Excel, Word, etc.)
  • Quickbooks and/or Caseware proficiency an asset
  • Strong communication and interpersonal skills
  • Organization and ability to prioritize
  • Represent yourself and CV TrustCo in a professional manner with clients and partners
  • Efficient and detail-oriented
  • Judicious when dealing with personal and confidential matters
  • Sound judgement and problem solving skills
  • Financial industry experience strongly an asset
Personal Attributes:
  • Project a professional image
  • Quick learner
  • Strong interpersonal skills
  • Confidentiality is paramount
  • Set-up of entities on the company’s accounting system
  • Monthly record-keeping
  • Bank deposits
  • To ensure strict adherence with internal policies and procedures
  • To undertake any other duties as appropriate which may be assigned by the manager from time to time
  • Other duties as required

Negotiable depending on experience


If your background and experience is well suited to this role please submit your resume and cover letter to

We thank all applicants for their interest; however, only those selected for further consideration will be contacted.

© 2019 CV TrustCo