Client-Focused Financial Planning Admin

Aviso Wealth Inc.; Cranbrook; On-site; CAD 47,000 - 65,000; Full time

Benefits offered by this job

Extended benefits

Pension program

Health & wellness programs

Vacation entitlement

Job summary

Growth Investment Management Ltd. in Cranbrook/Elk Valley invites applications for a Financial Planning Administration Assistant to support our financial planners and build trusted client relationships.

You’ll be a primary contact, respond to inquiries, process transactions, and assist with outreach and marketing activities with professionalism and care. The role suits an organized, resourceful team player with strong attention to detail and comfort in an entrepreneurial environment.

Qualifications

• Minimum 3 years of experience in a financial institution or investment firm.
• Willing to obtain investment industry licensing as determined by employer.
• Experience with life insurance administration preferred.
• Experience working with Customer Relationship Management software preferred.

Responsibilities

• Respond to client inquiries on existing portfolios, providing investment information, or processing buy-sell orders.
• Assist with the opening of client accounts and conduct account maintenance.
• Contact clients to book appointments or provide service follow-up.
• Maintain files, records and documentation as required by regulatory authorities.
• Assist in the distribution, maintenance, verification and filing of financial planning records and reports.
• Identify opportunities for other lines of business and ensure an effective referral process.

Skills

Customer service

CRM software

Attention to detail

Communication

Education

Post-secondary education in financial planning / office or business administration

Equivalent combination of education and experience

Tools

Microsoft Excel

Microsoft Word

Outlook

CRM software

Job description

Growth Investment Management Ltd. in Cranbrook/Elk Valley invites applications for a Financial Planning Administration Assistant to support our financial planners and build trusted client relationships.

You’ll be a primary contact, respond to inquiries, process transactions, and assist with outreach and marketing activities with professionalism and care. The role suits an organized, resourceful team player with strong attention to detail and comfort in an entrepreneurial environment.