Senior Associate, Client Experience

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

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 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.

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, strong attention to detail, and the ability to manage multiple priorities in a professional and organized manner.

• 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.

• 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 Docu Sign packages and related forms.
• Maintain accurate client records and files, ensuring all documentation meets compliance and audit requirements.

• Act as a key administrative and operational resource for Advisors and Associates across the practice.
• Prepare daily,…