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Office Coordinator

Company: Trilogy Financial
Location: Torrance
Posted on: June 14, 2022

Job Description:

Company Summary
Established in 1999, Trilogy has grown to be a nationwide firm with clients from coast to coast. We are committed to building relationships with our clients while using solid financial principles to manage the over $3 billion dollars in assets our clients have entrusted us to manage. Committed to providing opportunities for people to live their best lives, we continue to recruit and mentor new talent to the industry. Consequently, our multi-generational staff of over 120 employees understands the needs and perspectives of a wide variety of client needs. Today, as always, Trilogy lives by its development motto: never stop growing. Where will Trilogy's story lead? We believe the sky's the limit.

Benefits Summary
Trilogy Financial values their employees like families. The following are some of the benefits of a career with Trilogy Financial:
Competitive Compensation
Comprehensive Health, Dental and Vision Insurance
Life and Disability Coverage
Paid Time Off and Holidays
401(k) matching
Eligible Profit Sharing
Career Development, Mentorship and Education
Team Events and Parties
Achievement Awards and Trips.

Job Summary
Trilogy Financial is looking for an Office Coordinator (OC) to oversee the business workflow systems at a branch office. The OC will partner with senior leadership and the Service Center to ensure business operations are running accordingly. As the key point of our branch location, the OC will oversee office operations and assist our advisors in a variety of business processes. The position will be in-person due to the oversight responsibilities.

Essential Duties / Responsibilities
Oversee the day-to-day activities of the branch as the main point of contact by greeting guests, answering general phone calls, and supporting advisors.
Act as a liaison between the advisor teams and various departments, particularly the Service Center. Perform administrative tasks as needed, such as: scheduling appointments, processing paperwork, mailing, shipping, and updating databases.
Inform and implement company's policies. Ensure all employees are following current policies and procedures. Responsible for maintaining preparedness for regulatory audits and information requests.
Maintaining office supplies and equipment as needed.
Modeling a positive, solutions-oriented, and collaborative spirit, not only within the office but throughout the firm, regardless of the situation.
Maintaining Books and Records. Ensuring confidentiality of all sensitive information.
Ensuring communication between advisors and support teams is of the highest respect, emphasizing personal responsibility and the common goal of progress.
Providing creative problem solving to go above and beyond the basic franchise framework of the branch, as well as working with advisors, associates, and representatives to meet and exceed Trilogy's commitments to its clients.
Other duties as assigned.

Qualifications & Skills Requirements
High School Diploma required
1-3 years of office experience
Experience in MS Office (MS Word, Excel, Power Point)
Time management skills. Ability to prioritize tasks to meet deadlines
Problem solving skills
Attention to detail
Bilingual is a plus


Keywords: Trilogy Financial, Torrance , Office Coordinator, Administration, Clerical , Torrance, California

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