Job Description

Branch Office Administrator

Jacksonville, Florida | Headquarters Office | Full-Time | In-Office

If you’re seeking an environment that fosters collaboration, excellence, and professional growth, InVestra may be the right fit. As a Christian company, we are committed to operating with integrity, compassion, and accountability—values that guide both our work and our relationships. We strive to create a culture that supports personal growth while delivering exceptional service to our clients.

What You Can Expect at InVestra

At InVestra, work is more than a job—it’s a mission. We cultivate a supportive, faith-centered environment where team members are empowered to contribute meaningfully and grow professionally. You’ll join a collaborative team that values integrity, thoughtful communication, and excellence in execution, all while helping clients pursue financial clarity and confidence.

We encourage continuous learning and constructive feedback, believing that growth—both individual and collective—strengthens our firm and the clients we serve.

Role Overview

The Branch Office Administrator is a critical, high-impact role responsible for keeping the Florida Headquarters office running smoothly and efficiently. This is a fast-paced, dynamic position in a growing firm where priorities may shift quickly. The ideal candidate thrives under pressure, anticipates needs before they arise, and can independently determine urgency while communicating clearly when support is needed.

This role supports two advisors directly and serves as the operational and client-service backbone of the branch.

Branch & Office Operations

• 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

Advisor Support

• 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

Client Service

• 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

Desired Skills & Experience

• 10-15 years of experience in office administration, operations, or client service in a fast-moving professional environment, REQUIRED
• 3-5 years of experience in financial services, investment industry, or professional services, REQUIRED
• Proficiency in Microsoft Office (Excel, Word, Outlook) and CRM platforms; experience with financial planning software (e.g., eMoney, Riskalyze) preferred.
• 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

Work Environment & Schedule

• Work in-office Monday – Friday, 9 am – 5 pm.
• Collaborate closely with a team of professionals in a faith-based, supportive environment.
• A critical, high-impact role with ownership over the branch’s daily operations

Compensation & Benefits

• Competitive $55k base salary PLUS quarterly and annual performance bonuses
• Profit-sharing and retirement plan with 3% non-elective company contribution
• Access to group health, dental, vision, life, and disability insurance
• Paid time off and parental leave

At InVestra, you’ll play a meaningful role serving clients with excellence in an environment grounded in faith, trust, and purpose.

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