Top 203 Planning assistant Jobs in Charleston, Sc

Branch Office Administrator
Edward Jones —Charleston, SC
- Full-time
- Computer literacy
- Office
- Communication skills
- Profit sharing
- Health savings account
1d
Executive Assistant
Blackbaud —Charleston, SC
- $67,400 - $90,700 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Health insurance
- Dental insurance
13d
Executive Administrative Assistant
MUSC —Charleston, SC
- Full-time
- Mid-level
- Bachelor's degree
- Experience equivalent to degree accepted
6d
Physician Assistant Program Admissions Coordinator
CHARLESTON SOUTHERN UNIVERSITY —North Charleston, SC
- Full-time
- Microsoft Excel
- Customer service
- Mid-level
Executive Team Leader Assets Protection (Assistant Manager Loss Prevention) - Charleston, SC
Target —Charleston, SC
- $64,000 - $128,000 a year
- Weekends as needed
- Sales
- Mid-level
- Analysis skills
- Paid holidays
- Disability insurance
UNIV - Administrative Coordinator I - Pediatrics: Genetics
MUSC —Charleston, SC
- $39,300 - $66,800 a year
- Full-time
- Microsoft Outlook
- Mid-level
- Office
4d
Administrative Assistant
Galen College of Nursing —Daniel Island, SC
- Full-time
- Communication skills
- Entry level
- Employee stock purchase plan
- Disability insurance
Quick Apply
UNIV - Administrative Coordinator I - DO Admin
MUSC —Charleston, SC
- $39,300 - $66,800 a year
- Full-time
- Marketing
- Office
- High school diploma or GED
6d
Medical Receptionist/Front Office Coordinator
South Carolina Sports Medicine —North Charleston, SC
- 8 hour shift
- Clinic
- Typing
- Outpatient
- Health savings account
- Health insurance
Quick Apply
Assistant Project Manager of Land Planning Entitlement - Charleston, SC
Pulte Home Company, LLC —North Charleston, SC
- Full-time
- Construction site
- Engineering
- Mid-level
Assistant Geologist
Terracon —North Charleston, SC
- Driver's License
- Bachelor's degree
- Team management
- Paid holidays
- Health insurance
Assistant Teachers 2026-27 - O’Quinn Schools - Both James Island & Mount Pleasant Campuses
Porter-Gaud School —Charleston, SC
- Full-time
- Background check
- School experience
- Classroom
Quick Apply
Laboratory Assistant
HCA Healthcare Trident Hospital —Charleston, SC
- PRN
- Entry level
- Employee stock purchase plan
- Disability insurance
Quick Apply
Administrative Assistant
Riva Mare —North Charleston, SC
- $19 - $21 an hour
- Weekends as needed
- Office
- Microsoft Office
- Restaurant
- Health insurance
- Dental insurance
Quick Apply
PLANNING ASSISTANT
Town of Summerville —Summerville, SC
- $37,200 - $45,000 a year
- Full-time
- Civil engineering
- Word processing
- Writing skills
- Dental insurance
- 401(k)
Administrative Assistant
Cumming Group —Charleston, SC
- $17.12 - $21.67 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
- Paid holidays
- Disability insurance
4d
Physical Therapist Assistant
PALMETTO PRIMARY CARE PHYSICIANS L.L.C. —Ladson, SC
- Full-time
- CPR Certification
- Anatomy knowledge
- Surgery
- Disability insurance
- Health insurance
Quick Apply
13d
Activity Assistant, Senior Living
Somerby Mount Pleasant —Mount Pleasant, SC
- Weekends as needed
- Clean driving record
- High school diploma or GED
- Driver's License
- Health savings account
- Health insurance
Quick Apply
5d
Certified Medical Assistant
Lowcountry Women's Specialists —Daniel Island, SC
- $18 - $20 an hour
- Full-time
- Writing skills
- Microsoft Office
- Travel
- Free parking
- Profit sharing
Quick Apply
FT, Culinary Assistant Operations Manager
Seafields by Bishop Gadsden —Kiawah Island, SC
- $55,000 - $70,000 a year
- Full-time
- Ability to walk for extended periods
- Mid-level
- 3 years
- Paid time off
- Life insurance
Quick Apply
13d

I want to receive the latest job alert for planning assistant in charleston, sc

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

planning assistant jobs near charleston, sc

Asset Protection Manager jobs in Charleston, SC

Planner jobs in Summerville, SC

Administrative Assistant jobs in Charleston, SC

Assistant Teacher jobs in Charleston, SC

Administrative Coordinator jobs in Charleston, SC

Medical Office Assistant jobs in North Charleston, SC

Executive Assistant jobs in Charleston, SC

Laboratory Assistant jobs in Charleston, SC

Administrative Assistant jobs in North Charleston, SC

Executive Administrative Assistant jobs in Charleston, SC

Administrative Assistant jobs in Daniel Island, SC

Executive Protection jobs in Washington State

Asset Protection Manager jobs in Wilmington, NC

Asset Protection Manager jobs in Astoria, NY

Asset Protection Manager jobs in Woodbridge, NJ

Asset Protection Manager jobs in Arizona

Event Planner jobs in San Francisco, CA

Wedding Planner jobs in California

Production Planner jobs in Austin, TX

Event Planner jobs in New Jersey

Branch Office Administrator

Edward Jones -
Charleston, SC

Apply Now

Job Details

Full-time
1 day ago

Benefits

Profit sharing
Health savings account
AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Employee assistance program
Vision insurance

Qualifications

Opening bank accounts
Computer operation
Managing customer accounts
Customer communication
Investment advisory support
Correspondence management
Email customer support
Account maintenance
Financial transaction processing
Procedural guides
Computer literacy
Service scheduling
Client file management
Process improvement
Executive administrative support
Financial software
Team scheduling
Improving operational efficiency
Accurate transaction records management
Managing clients in a customer support role
Managing financial planning clients
Financial records management
Financial record maintenance
Investment account customer support
Productivity software
Documentation Handling
Account management
Standard operating procedures (SOPs)
Marketing
Client interaction via phone calls

Full Job Description

This job posting is anticipated to remain open for 30 days, from 30-Jul-2026. The posting may close early due to the volume of applicants.

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We’re proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.

Role Summary:
As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment.

We’ll give you the support you need. Our team will be there every step of the way, providing:

Comprehensive 6-month training including an experienced peer to help mentor you
A wide support network that extends from your branch office to your region to the home office
You’ll often work independently but will have a team of thousands backing you every step of the way

Can you see yourself…

Delivering exceptional personalized service to ensure clients feel understood and informed
Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
Actively listen for situations in the clients' lives that may indicate a need for additional services
Driving marketing activities such as planning and executing events

What skills would make you a successful BOA?

Analytical Thinking
Attention to Detail
Adaptability
Conversational Skills
Digital Tool Utilization
Team Collaboration

Role Requirements

Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records.
Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan.
Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

You can also expect…

A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
An inclusive environment where everyone’s different viewpoints are valued and help to achieve results.
We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family’s well-being
Full-time Associates receive the following benefits:
- Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.

You'll be competitively compensated…

Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance.
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.

Apply Now

Refine Your Search

planning assistant jobs in charleston, sc

Branch Office Administrator

Executive Assistant

Executive Administrative Assistant

Physician Assistant Program Admissions Coordinator

Executive Team Leader Assets Protection (Assistant Manager Loss Prevention) - Charleston, SC

UNIV - Administrative Coordinator I - Pediatrics: Genetics

Administrative Assistant

UNIV - Administrative Coordinator I - DO Admin

Medical Receptionist/Front Office Coordinator

Assistant Project Manager of Land Planning Entitlement - Charleston, SC

Assistant Geologist

Assistant Teachers 2026-27 - O’Quinn Schools - Both James Island & Mount Pleasant Campuses

Laboratory Assistant

Administrative Assistant

PLANNING ASSISTANT

Administrative Assistant

Physical Therapist Assistant

Activity Assistant, Senior Living

Certified Medical Assistant

FT, Culinary Assistant Operations Manager

I want to receive the latest job alert for planning assistant in charleston, sc

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected