Company: Trilogy Financial
Posted on: June 14, 2022
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
Trilogy Financial values their employees like families. The
following are some of the benefits of a career with Trilogy
Comprehensive Health, Dental and Vision Insurance
Life and Disability Coverage
Paid Time Off and Holidays
Eligible Profit Sharing
Career Development, Mentorship and Education
Team Events and Parties
Achievement Awards and Trips.
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
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
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
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
Maintaining Books and Records. Ensuring confidentiality of all
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
Problem solving skills
Attention to detail
Bilingual is a plus
Keywords: Trilogy Financial, Torrance , Office Coordinator, Administration, Clerical , Torrance, California
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