Become a Financial Planning Administration Assistant at Growth Investment Management in Cranbrook/Elk Valley. Engage with clients and support financial advisors in delivering exceptional service.
This permanent, full time role involves providing administrative support to GIM's financial planners. You will act as a first point of contact for clients, addressing inquiries and processing transactions. Ideal applicants are dependable, organized, and have strong critical thinking skills to navigate a dynamic work setting.
Key Responsibilities:
• Address client inquiries about existing portfolios and investments
• Open client accounts and manage account maintenance
• Book client appointments and carry out follow-ups




• Maintain records and files as mandated by regulations
• Assist in managing and filing financial planning documents
Requirements:
• At least 3 years' experience in financial services
• Commitment to obtain necessary licensing
• Familiarity with Microsoft Office Suite required
• Preferred education in financial planning or business administration
• Experience with CRM software is a plus
Contribute your expertise in client support and organization to foster strong relationships at GIM.
#J-18808-Ljbffr

📌 GIM Client Administration Assistant Role (Alberta)
🏢 Aviso
📍 Alberta