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 productive 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 key 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