At a Glance
- Tasks: Support financial planners, manage client inquiries, and assist with marketing coordination.
- Company: Growth Investment Management Ltd. - a dynamic firm in Cranbrook/Elk Valley.
- Benefits: Full-time role with competitive salary and opportunities for professional growth.
- Other info: Exciting opportunity to grow in a thriving financial environment.
- Why this job: Join a supportive team and make a difference in clients' financial journeys.
- Qualifications: 3 years' experience in finance, Microsoft Office proficiency, and CRM familiarity.
The predicted salary is between 72000 - 88000 $ per year.
Growth Investment Management Ltd. in Cranbrook/Elk Valley is seeking a Financial Planning Administration Assistant to support our financial planners, handle client inquiries, process transactions and assist with marketing coordination.
The role is full-time and located at Cranbrook/Elk Valley.
The ideal candidate has at least 3 years' experience in a financial institution, is proficient with Microsoft Office (Excel, Word, Outlook) and is familiar with CRM systems; willingness to obtain industry
Financial Planning Administrative Specialist in Cranbrook employer: Aviso Wealth
Growth Investment Management Ltd. is an exceptional employer located in the picturesque Cranbrook/Elk Valley, offering a supportive work culture that values teamwork and professional development. Employees benefit from comprehensive training opportunities, a collaborative environment, and the chance to make a meaningful impact in clients' financial journeys. With a focus on employee well-being and growth, this role provides a rewarding career path in the financial sector.
