Support Journey Wealth clients in Carberry through financial account administration, relationship building, and detailed follow-up. This branch-based role includes sales support.
As an Administrative Assistant, you will support the Journey Wealth Team with client accounts and financial planning relationships. You will navigate documentation, monitor accounts, and connect clients with Journey Wealth or Stride specialists. The position suits candidates with financial institution or office experience.
Key Responsibilities: Develop and administer client accounts accurately
Navigate documentation and maintain high-quality client experiences
Handle inquiries and direct clients to appropriate resources
Identify client needs and connect specialist support
Build knowledge of deposit products and services
Requirements: High-school diploma or equivalent education and experience
One to three years of financial institution or office experience
Ability to build relationships with diverse people
High attention to detail
Robust verbal and written communication skills
Bring detailed administration, client relationship, and communication skills to Journey Wealth’s Carberry branch and financial account support.