Elevate client relationships as a Financial Planning Administration Assistant with Growth Investment Management in Cranbrook/Elk Valley. This full-time role emphasizes client support and administrative excellence.
Growth Investment Management Ltd. seeks an organized Financial Planning Administration Assistant to assist Financial Planners. The ideal candidate will engage with clients, process transactions, and support marketing initiatives. This role requires solid attention to detail and critical thinking skills to thrive in a quick-paced setting.
Key Responsibilities:
• Respond to client inquiries on investment portfolios
• Assist in opening and maintaining client accounts
• Schedule client appointments and follow-up services




• Maintain documentation per regulatory requirements
• Distribute and file financial planning records
Requirements:
• Minimum of 3 years in a financial institution
• Willingness to obtain licensing as required
• Proficiency in Microsoft Office Suite
• Post-secondary education in related fields preferred
• Experience with Customer Relationship Management software preferred
Leverage your client service skills and organization to support Growth Investment Management's objectives in the Kootenay-Boundary region.
J-18808-Ljbffr

📌 Financial Planning Assistant At Gim Alberta (Canada)
🏢 Aviso
📍 Canada