GIM Client Administration Assistant

Position: GIM Client Administration Assistant Role
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 environment.

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.
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