Branch Office Administrator, Financial Services
$65,000–$65,000 year
On-site · Clover, South Carolina, United States
Job Summary
Branch Office Administrator provides essential administrative, operational, and client service support to one or more Financial Advisors, including assisting with client accounts, scheduling meetings, supporting business planning and marketing activities, and maintaining accurate documentation and office operations. The role emphasizes delivering exceptional client service, coordinating events, learning the financial services industry basics, and supporting marketing initiatives with strong communication, attention to detail, and proficiency with technology (e.g., MoneyGuide, Salesforce, Microsoft Office).
Required Qualifications
- High School Diploma or equivalent
- a degree in Business Administration or relevant field preferred
- Life Agent Licensed and prior experience working with annuity and life products preferred
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