Elevate your career as a Financial Planning Administration Assistant with Growth Investment Management Ltd. in Cranbrook/Elk Valley. This full time role emphasizes client interaction and administrative support for financial planners.
As a Financial Planning Administration Assistant at GIM, you'll be integral in nurturing client relationships and enhancing the overall experience. You will manage client inquiries, assist with account openings, and contribute to marketing initiatives. This role demands excellent attention to detail and strong organizational skills in a supportive professional environment.
Key Responsibilities:
• Respond to client inquiries on investment portfolios
• Assist clients with account openings and maintenance
• Book appointments and provide service follow-up




• Maintain compliance files and documentation
• Support the filing of financial planning records
Requirements:
• At least 3 years in financial institutions or investment firms
• Obtain required investment industry licensing
• Proficient in Microsoft Office suite
• Preferred education in financial planning or business administration
• Experience with life insurance administration is a plus
Utilize your financial skills and dedication to client service as part of GIM's professional team in Cranbrook/Elk Valley.
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📌 Financial Planning Assistant at GIM (Alberta)
🏢 PVH (Tommy Hilfiger/Calvin Klein)
📍 Alberta