Employment Opportunity Position Name: Financial Planning Administration Assistant

Location : Cranbrook/Elk Valley

Annual Salary Range: $47,000.00 - $65,000.00

Category: Permanent, Full time

About Growth Investment Management Ltd. (“GIM”) Working in partnership, StellerVista Credit Union, Nelson and District Credit Union, and Creston Credit Union have merged two former successful wealth management entities: Money Works and Growth Financial to create Growth Investment Management (“GIM”). Through this partnership, we provide a holistic approach to financial planning, matching members’ financial needs with the best solutions tailored to their situation. We provide a variety of product and service options to members throughout the Kootenay-Boundary region. At Growth Investment Management Ltd., we are proud to offer an employee experience that includes opportunity for professional growth and development; a supportive and inclusive work setting; access to a comprehensive compensation package including participation in extended benefits and pension programs, health and wellness programs, and a competitive vacation entitlement.

The Opportunity

The Financial Planning Administration Assistant is a dynamic role that supports GIMs Financial Planners helping to build strong, trusted relationships with clients. As one of the first points of contact with clients, this role will champion the client experience by responding to inquiries, processing transactions, and completing outreach activities with professionalism and care. In addition, this position will providing day-to-day administrative support, assisting with the coordination of marketing initiatives.



This role is ideal for a highly organized, resourceful team player with strong critical thinking skills, exceptional attention to detail, and comfort working in an entrepreneurial environment.

Position Overview and Responsibilities

- Responding to client inquiries on existing portfolios, providing investment information, or processing buy-sell orders
- Assisting with the opening of client accounts and conducting account maintenance
- Contacting clients to book appointments or provide service follow-up
- Maintaining files, records and documentation, as required by regulatory authorities
- Assisting in the distribution, maintenance, verification, completion and filing of financial planning records and reports
- Identifying opportunities for other lines of business and ensuring an effective referral process for incoming and outgoing referrals

Qualifications

- Minimum 3 years of experience in a financial institution or investment firm
- Willing to obtain investment industry licensing as determined by employer
- Demonstrated experience with Microsoft Office suite; Excel, Word, Outlook
- Completion of post secondary education in financial planning, office or business administration preferred
- Experience with life insurance administration preferred
- Experience working with Customer Relationship Management software preferred
- OR an equivalent combination of education and experience

Job Location - Cranbrook/Elk Valley

Closing Date: open until filled

The successful applicant will be required to undergo a bonding process that includes a criminal record check and credit check.

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