Create a welcoming client experience at Journey Wealth's new Carberry Branch through account administration, inquiries, and relationship support. Sales support is included.
This Administrative Assistant helps the Journey Wealth Team deliver smooth, client-focused service. You will support account development, manage documentation, monitor financial accounts, and follow up with clients. Your work also includes recognizing needs and directing clients toward Journey Wealth or Stride specialists.
Key Responsibilities:
- Create professional and welcoming first impressions
- Confidently handle inquiries and direct client resources
- Support account development, administration, and documentation
- Monitor, maintain, and follow up on financial accounts
- Collaborate with the close-knit Journey Wealth Team
Requirements:
- Completed high-school diploma
- One to three years of office or financial institution experience
- Relationship-building skills with varied clients
- Excellent verbal and written communication
- Solid teamwork and attention to detail
Use your client service, organization, and relationship-building strengths to support Journey Wealth accounts and experiences in Carberry.