Location: This position will be based out of our Vancouver office.

Our organization

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is one of Canada’s Top Growing Companies* and the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Independent Advisor Solutions Inc., and Wellington-Altus Private Wealth Inc—the top-rated** investment dealer in Canada. With more than $50 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers, and their high-net-worth clients.

- Report on Business 2025 rankings.
- Investment Executive 2026 Brokerage Report Card.

The Team

The Osachoff Wealth Advisory Group is a disciplined, effective, and conscientious group with over 50 years of combined experience and management. We provide comprehensive financial planning to wealthy families. Through an in-depth discussion and then a collaborative analysis with experts, we explore your unique circumstances and provide you with solutions to build wealth, protect your lifestyle, and leave a lasting legacy. We’re here to help with all your financial priorities at every stage of your life.

The opportunity

Reporting to the Senior Wealth Advisor & Senior Portfolio Manager, the Senior Associate plays a critical role in supporting the delivery of a high-touch wealth management experience for high-net-worth individuals, business owners, and families. Acting as a trusted operational partner to the advisory team, this role is responsible for the independent execution of complex administrative, client service,



and investment-related activities while helping to ensure the seamless operation of the practice.

The Senior Associate serves as a resource to the advisor and team members, providing support across client service, administrative, and operational activities. Using industry knowledge and technology tools, this role helps ensure the efficient day-to-day operation of the practice while contributing to a positive client experience. The successful candidate demonstrates sound judgment, robust attention to detail, and the ability to manage multiple priorities in a professional and organized manner.

Key responsibilities include

Client Service & Relationship Support

- Deliver a personalized, high-touch service experience to high-net-worth individuals, families, and business owners with professionalism, discretion, and care.
- Anticipate client needs and coordinate solutions to ensure seamless and responsive client experience.
- Support Advisors in managing client relationships by coordinating meetings, preparing customized materials, and facilitating follow-up activities.
- Act as a liaison between clients, Advisors, and internal partners, ensuring clear communication and exceptional service delivery.
- Provide approved account information, portfolio updates, and transaction status reports in a timely and accurate manner




- Take ownership of client requests, ensuring they are resolved efficiently and to the highest standard.
- Contribute to a culture of service excellence by continuously seeking opportunities to enhance the client experience.

Account Administration & Transaction Support

- Manage account opening, transfer, maintenance, and documentation processes, ensuring accuracy and regulatory compliance.
- Execute trades and process client transactions, including deposits, withdrawals, electronic fund transfers, and other account-related requests in accordance with licensing, firm policies, and regulatory requirements.
- Support the administration of complex client situations, including estates, trusts, corporate accounts, and wealth transfer matters.
- Review and prepare documentation required for client transactions and account maintenance, including DocuSign packages and related forms.
- Maintain accurate client records and files, ensuring all documentation meets compliance and audit requirements.

Operational & Administrative Support

- Act as a key administrative and operational resource for Advisors and Associates across the practice.
- Prepare daily, weekly, and ad hoc reports to support client service activities, portfolio management, and business operations.
- Generate accounts, portfolio, and business reports utilizing firm-approved systems and technology platforms.
- Perform a variety of administrative tasks including preparing correspondence, client communication materials, presentations, meeting documentation, statements, and tax-related documents.
- Coordinate and track ongoing client service requests, ensuring t

📌 Senior Associate, Client Experience (Vancouver)
🏢 Wellington-Altus
📍 Vancouver