What are the responsibilities and job description for the Administrative Assistant position at Journey Wealth Management, LLC?
Position: Remote Administrative Assistant (Finance)
We are seeking a dedicated and detail-oriented Remote Administrative Assistant to join our expanding finance team. In this role, you will provide essential administrative support to our financial operations, ensuring smooth management of investor-related transactions and general business tasks—all from the comfort of your home.
Key Responsibilities:
Perform administrative duties such as data entry, document formatting, and record maintenance
Manage disbursement and receipt of corporate/Project fundings
Coordinate financial contributions from clients and Investors
Track and process communications regarding outstanding payments
Organize schedules, appointments, and virtually
Handle phone inquiries and direct calls appropriately
Maintain accurate payment records and coordinate office supply needs
Support cross-functional projects and departmental initiatives
Safeguard sensitive financial and company information with discretion
Assist in planning and executing internal company events
Qualifications:
Proven experience in administrative or office support roles
Proficient with email, phone communications, and standard office applications
Excellent time management skills and ability to multitask effectively
Strong interpersonal and communication skills, particularly in client-facing interactions
Knowledge of office procedures and administrative systems
Ability to adapt and remain productive in a fast-paced environment
Experience with scheduling tools and managing digital calendars
High attention to detail and strong problem-solving abilities
- If you are an organized, self-motivated professional looking to contribute to a forward-thinking team, we encourage you to apply. This role offers flexible remote work and an opportunity to grow your administrative expertise in a supportive environment.