Financial Planning Administration Assistant - Partner - GIM

Aviso Wealth•Cranbrook, BC

13d•CA$47,000 - CA$65,000•Onsite

About The Position

The Financial Planning Administration Assistant is a dynamic role that supports GIMs Financial Planners helping to build strong, trusted relationships with clients. As one of the first points of contact with clients, this role will champion the client experience by responding to inquiries, processing transactions, and completing outreach activities with professionalism and care. In addition, this position will providing day-to-day administrative support, assisting with the coordination of marketing initiatives. This role is ideal for a highly organized, resourceful team player with strong critical thinking skills, exceptional attention to detail, and comfort working in an entrepreneurial environment.

Requirements

Minimum 3 years of experience in a financial institution or investment firm
Willing to obtain investment industry licensing as determined by employer
Demonstrated experience with Microsoft Office suite; Excel, Word, Outlook
OR an equivalent combination of education and experience

Nice To Haves

Completion of post secondary education in financial planning, office or business administration preferred
Experience with life insurance administration preferred
Experience working with Customer Relationship Management software preferred

Responsibilities

Responding to client inquiries on existing portfolios, providing investment information, or processing buy-sell orders
Assisting with the opening of client accounts and conducting account maintenance
Contacting clients to book appointments or provide service follow-up
Maintaining files, records and documentation, as required by regulatory authorities
Assisting in the distribution, maintenance, verification, completion and filing of financial planning records and reports
Identifying opportunities for other lines of business and ensuring an effective referral process for incoming and outgoing referrals