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Associate
2 weeks ago
Location:
This position will be based out of our Vancouver office.
Our organization
:
Founded in 2017, Wellington-Altus Financial (Wellington-Altus) is 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 and one of Canada's Best Managed Companies. With nearly $40 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.
- Investment Executive 2025 Brokerage Report Card.
The Team:
The Osachoff Wealth Advisory Group is a disciplined, effective, and conscientious group with over 45 years of combined wealth and investment management experience. 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 Associate will participate in a broad range of administrative and operational projects and tasks to support the efficient and successful operations of the team. The Associate will act as a resource person for Associates and Advisors on the team, and will do so by completing administrative tasks, reporting, and account-related activities for the team.
Key responsibilities include:
Client Service Support
Assist licensed professionals in managing client relationships by responding to inquiries, scheduling appointments, and maintaining client records.
- Serve as a point of contact for clients and ensure their needs are addressed promptly and effectively.
Act as a liaison between clients and licensed professionals, conveying messages and coordinating follow-up actions.
Administrative and Operational Support
Act as a general administrative and operational resource for Associates and Advisors (ex: printing statements, tax slips)
- Complete a variety of administrative tasks related to account management such as preparing DocuSign information.
- Prepare daily reports for the Investment Associates and Investment Advisors
- Provide information, where requested and approved by an Associate or Advisor, on the status of a client's account and provide account balances, quotes and other marketing information.
- Maintain client files, ensuring that all documentation and notes are compliant with industry regulations.
- Perform general administrative tasks (ex: prepare letters, client communication pieces, etc.)
- Proactively stay informed and up to date regarding Company policies and procedures and compliance updates
- Perform other duties as assigned.
The ideal candidate will possess:
- Bachelor's degree in business administration, finance, or similar field of study, or equivalent combination of education and experience.
- 2-5+ years' financial services industry experiences working in a high growth environment.
- 2+ years' experience in a customer/client-service facing role.
- Equivalent combination of education and experience may be considered.
- Experience in wealth management or other regulated industry is a strong asset.
- Completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH) is considered an asset.
- Proficiency with the MS Office suite, including Word, Excel, PowerPoint, Teams, and Outlook.
- Experience working with Croesus and Salesforce is considered an asset.
- Demonstrates a high level of accountability, adaptability, and innovation in achieving both day-to-day responsibilities and long-term goals.
- Strong attention to detail.
- Excellent attitude and commitment to providing exceptional service.
- Exemplary interpersonal, influencing, and communication skills across multiple mediums (in-person, phone, virtual).
- Strong problem-solving and critical thinking abilities.
- Highly organized with a consistent and reliable work ethic.
- Comfortable with ambiguity and able to manage a high volume of competing priorities.
- Maintains the highest level of confidentiality.
Conditions of employment:
- Must be legally eligible to work in Canada.
- A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.
Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.
If you require accommodation for the recruitment process, please let us know at the point of application.
Compensation & Benefits:
Range ($45, $55,000.00)
The base salary represents Wellington-Altus's starting salary for this position. Actual salaries will vary and will be based on various factors, such as location, skills, experience, and qualification for the role. Salaries for part-time roles will be pro-rated based on number of hours regularly worked.
Base salary is one component of Wellington-Altus's total compensation package for employees, which may include performance-based incentives, commissions, or discretionary bonuses, as well as other perks and rewards. Wellington-Altus also offers health insurance, accident and life insurance, and other unique benefits per location.
To apply:
Click the Apply for This Job button to submit your resume, cover letter and salary expectations. You will be contacted if you are selected for an interview. More information about working at Wellington-Altus can be found on our website at www.wellington-
