Elevate the client experience at Wellington-Altus in Vancouver as a Senior Associate dedicated to high-net-worth individuals and business owners. This role includes a diverse range of administrative and operational responsibilities.

As a vital part of the Osachoff Wealth Advisory Group, you will support client relations, manage complex transactions, and coordinate high-quality service delivery. You’ll ensure compliance and seamless operation while contributing to client satisfaction through attention to detail and organized workflow.

Key Responsibilities:
• Provide high-touch client service to wealthy families
• Manage account documentation and regulatory compliance
• Facilitate communications between clients and Advisors




• Support the execution of trades and transactions
• Prepare reports and manage service requests

Requirements:
• Bachelor’s degree in business or finance
• 5+ years in financial services or investment advisory
• Experience with high-net-worth client needs
• Familiarity with regulatory frameworks and compliance standards
• Proficient in MS Office and Croesus

Contribute your administrative and operational skills to ensure the success of Wellington-Altus's client-focused initiatives in Vancouver.
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📌 Senior Associate for Wealth Management Support (British Columbia)
🏢 Wellington-Altus Private Wealth
📍 British Columbia