InVestra · 1 day ago
Branch Office Administrator
Columbia, SC
Full-time
Onsite
Mid Level
3+ years expInVestra is a Christian company committed to integrity, compassion, and accountability, fostering a collaborative and growth-oriented environment. The Branch Office Administrator is responsible for the smooth operation of the Columbia Regional Office, supporting two advisors and ensuring exceptional client service while managing day-to-day office activities.
AdviceAsset ManagementFinancial ServicesWealth Management
Responsibilities
Run the day-to-day operations of a busy regional office with professionalism and precision
Manage office systems, workflows, supplies, scheduling, and document management
Anticipate operational needs and proactively plan for upcoming priorities without being asked
Communicate clearly when support is needed and escalate challenges appropriately
Support two advisors directly with financial planning prep, reports, client communications, and administrative coordination
Ensure advisors are focused on clients by managing documentation, scheduling, and operational tasks efficiently and accurately
Maintain strict attention to detail and follow-through across all advisor-related work
Serve as the first point of contact for clients via email, phone, and in-person greeting
Deliver a high-touch, professional client experience while managing multiple requests simultaneously
Handle highly sensitive client information (SSNs, financial data, investment details) with discretion and confidentiality
Qualification
Required
3+ years of experience in office administration, operations, or client service in a fast-moving professional environment
Exceptional organizational, communication, and problem-solving skills
Proven ability to handle confidential client and company information
In-office role with consistent availability
Committed to upholding confidentiality and discretion with client information
Comfortable giving and receiving feedback constructively to support team and client success
Preferred
Familiarity with financial services, investment industry, or professional services
Proficiency in Microsoft Office (Excel, Word, Outlook) and CRM platforms; experience with financial planning software (e.g., eMoney, Riskalyze)
Benefits
Quarterly performance bonuses
Profit-sharing and retirement plan with 3% company contribution
Access to group health, dental, vision, life, and disability insurance
Paid time off and parental leave
Company
InVestra
InVestra provides wealth management, asset management, financial planning, and risk management services.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase