Be part of the exciting launch of Journey Wealth’s Carberry Branch in Summer 2026! We are seeking an Administrative Assistant to deliver exceptional support to our financial planning team starting May.
As an Administrative Assistant, you will play a crucial role in maintaining client financial accounts and providing high-quality administration. Your proficiency in handling documentation and understanding client needs will be essential for a smooth client experience and impactful service delivery.
Key Responsibilities:
• Manage the administration of client financial accounts
• Create a friendly and professional atmosphere for clients
• Identify client needs and connect with relevant specialists
• Collaborate with your team to ensure seamless service
• Enhance your knowledge of financial products and services
Requirements:
• High-school diploma with 1-3 years in financial institutions
• Excellent relationship-building capabilities
• Keen attention to deta...