Financial Planning Administrative Specialist (Shire of Cranbrook)

Financial Planning Administrative Specialist (Shire of Cranbrook)

31 Aug
|
Aviso Wealth
|
Shire of Cranbrook

31 Aug

Aviso Wealth

Shire of Cranbrook

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

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📌 Financial Planning Administrative Specialist (Shire of Cranbrook)
🏢 Aviso Wealth
📍 Shire of Cranbrook

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