Step into the role of Financial Planning Administration Assistant with Growth Investment Management in Cranbrook/Elk Valley. Facilitate excellent client relationships and support daily financial operations.

This full-time, permanent position is essential for helping GIM deliver tailored financial solutions. You will manage client inquiries, assist with administrative tasks, and coordinate marketing efforts. Candidates should be efficient organizers with sharp attention to detail and ability to thrive in a cooperative setting.

Key Responsibilities:



• Respond to client questions about investment portfolios • Help clients open accounts and conduct necessary maintenance • Schedule appointments and follow up with clients • Maintain important documentation according to regulations • Distribute and verify financial records effectively

Requirements: • Minimum 3 years in a financial or investment role • Willingness to achieve licensing as required • Strong skills in Microsoft Office applications • Preferred post-secondary education in finance or business • Knowledge of life insurance administration preferred

Use your administration and client service skills at GIM to enhance the financial planning experience. #J-18808-Ljbffr

📌 Financial Planning Admin Assistant in Cranbrook (Winnipeg)
🏢 Aviso
📍 Winnipeg