Branch Office Administrator

The Branch Office Administrator provides client-facing support and administrative assistance to financial advisors, helping manage client accounts and branch operations in Inman, SC.

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions
• Learn and manage client accounts, including opening and transfers
• Prepare materials for client meetings and maintain documentation
• Schedule appointments and support branch marketing initiatives
• Utilize MoneyGuide, Salesforce, and Microsoft Office

Role involves using MoneyGuide, Salesforce, and Microsoft Office to support client services and account management; requires solid computer literacy and willingness to learn new software.

The ideal candidate is an entry-level Branch Office Administrator with strong client service orientation, capable of supporting financial advisors in Inman, SC. They should be comfortable using MoneyGuide, Salesforce, and Microsoft Office and able to coordinate client interactions and administrative tasks.