Journey Wealth Administrative Assistant
- Carberry, MB, R0K 0H0, Canada
Full-time
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Job details
- Job type
- Full-time
- Posting language
- English
- Posted
Original job description
We're looking for a skilled Administrative Assistant to join our new Carberry Branch! In this role you will provide administrative and sales support to the Journey Wealth Team. Journey Wealth provides financial planning and investment support, and this role focuses on enhancing these relationships through day-to-day monitoring, maintenance and follow-up of financial accounts.
What you’ll get to do:
- Play a key role in supporting the client experience - helping with the development and administration of client accounts, navigating documentation with ease, and ensuring a smooth, high-quality experience at every step.
- Own the first impression - creating a professional and welcoming environment while confidently handling inquiries and directing clients to the right resources.
- Spot opportunities – proactively identify client needs and opportunities, connecting them with Journey Wealth or Stride specialists to deliver meaningful financial solutions.
- Be a team player - working collaboratively with a close-knit team to deliver a seamless and client-focused experience.
- Be in the know - continuously build your knowledge of deposit products, services, and the competitive landscape to better support clients and contribute to team success.
We’re looking for someone who:
- Completed their high-school diploma and has 1-3 years of financial institution or office environment experience; an equivalent combination of education and experience may be considered.
- Excels at building relationships with a wide variety of people.
- Has a high attention to detail.
- Is a big fan of teamwork.
- Has great verbal and written communication skills.
Why join Journey Wealth?
We offer an engaging work environment where creativity and autonomy are valued. You will receive a strong compensation package including a competitive salary plus commissions and a matched pension plan. You will also receive additional benefits, such as:
- Extended health, dental and vision benefits
- Employee banking benefits (including free chequing accounts, low interest credit card and bonus rates on deposit and lending products)
- Opportunities for professional development
If this sounds like something you are up for, we want to hear from you! Please submit your resume by end of day Friday November 6, 2026.
Journey Wealth is committed to employing a diverse workforce and encourages all qualified individuals to apply. If you require accommodation related to the materials or activities used throughout the selection process, please let us know. We thank all candidates for their interest, however, only those selected for an interview will be contacted.
More about this job
Responsibilities
The Administrative Assistant will provide administrative and sales support to the Journey Wealth team by managing client accounts and documentation. They will also act as the first point of contact for clients, identifying financial needs and promoting relevant services.
Requirements
Candidates must have a high-school diploma and 1-3 years of experience in a financial institution or office environment. Strong communication skills, attention to detail, and a collaborative mindset are essential for this role.
Skills
- Administrative support
- Sales support
- Financial planning
- Investment support
- Account maintenance
- Client relations
- Documentation management
- Communication skills
- Attention to detail
- Teamwork
- Customer service
- Financial product knowledge
Benefits
- Extended health benefits
- Dental benefits
- Vision benefits
- Employee banking benefits
- Free chequing accounts
- Low interest credit card
- Bonus rates on deposit and lending products
- Professional development
- Matched pension plan
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Administrative
- Customer Service & Support
- Sales
Keywords
- Administrative Assistant
- Financial Planning
- Investment Support
- Client Experience
- Account Administration
- Financial Services
- Deposit Products
- Banking
- Customer Service
- Sales Support
- Documentation
- Financial Solutions
- Teamwork
- Communication
- Attention to Detail