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 skilled 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
Strong teamwork and attention to detail
Use your client service, organization, and relationship-building strengths to support Journey Wealth accounts and experiences in Carberry.