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
- Strong verbal and written communication skills
Bring detailed administration, client relationship, and communication skills to Journey Wealth's Carberry branch and financial account support.
