Journey Wealth Administrative Assistant

Stride Credit Union

11d • Onsite

About The Position

Our Carberry Branch is opening Summer 2026! We are looking to fill this position in May to ensure staff are trained and experienced before our doors open. Compensation for mileage will be provided to an alternate Stride branch until opening day. 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.

Requirements

• 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.

Responsibilities

• 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.

Benefits

• 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
• Matched pension plan

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED