Job Opportunities API

Employment Opportunity Position Name:                             Financial Planning Administration Assistant Location :                                        Cranbrook/Elk Valley Annual Salary Range:                   $47,000.00 - $65,000.00 Category:                                        Permanent, Full time About Growth Investment Management Ltd. (“GIM”) Working in partnership, StellerVista Credit Union, Nelson and District Credit Union, and Creston Credit Union have merged two former successful wealth management entities: Money Works and Growth Financial to create Growth Investment Management (“GIM”). Through this partnership, we provide a holistic approach to financial planning, matching members’ financial needs with the best solutions tailored to their situation. We provide a variety of product and service options to members throughout the Kootenay-Boundary region.   At Growth Investment Management Ltd., we are proud to offer an employee experience that includes opportunity for professional growth and development; a supportive and inclusive work environment; access to a comprehensive compensation package including participation in extended benefits and pension programs, health and wellness programs, and a competitive vacation entitlement.   The Opportunity 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. Position Overview and Responsibilities The Financial Planning Administration Assistant is instrumental in developing strong internal and external relationships working closely with clients, trusted partners and credit union colleagues to deliver best in class service.  Primary responsibilities include but are not limited to: 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   Qualifications Education and Experience: ·       Minimum 3 years of experience in a financial institution or investment firm ·       Willing to obtain investment industry licensing as determined by employ