Office Coordinator
Company: Trilogy Financial
Location: West Covina
Posted on: May 15, 2022
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Job Description:
Description:
Company SummaryToday, one client at a time, Trilogy has become a
nationwide firm with clients from coast to coast. Our clients have
over $2 billion dollars in brokerage and advisory assets served
through Trilogy and our staff has grown to over 150 comprehensive
Advisors. Trilogy continues to recruit and mentor new talent to the
industry, a commitment abandoned by many of its competitors.
Because of this, our multi-generational staff understands the needs
and perspectives of a wide variety of client needs. We utilize
progressive ideas and opportunities to help our clients now and
into the future. 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 SummaryTrilogy Financial
values their employees like families. The following are some of the
benefits of a career with Trilogy Financial:Competitive
CompensationComprehensive Health, Dental and Vision InsuranceLife
and Disability CoveragePaid Time Off and Holidays401(k)
matchingEligible Profit SharingCareer Development, Mentorship and
EducationSeries 65 Licensing for advisors onlyTeam Events and
PartiesAchievement Awards and Trips.PM21Job SummaryTrilogy
Financial is looking for an Office Coordinator (OC) to oversee the
business workflow systems at our West Covina 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 / ResponsibilitiesOversee 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.
Requirements:
Qualifications & Skills RequirementsHigh School Diploma required1-3
years of office experienceExperience in MS Office (MS Word, Excel,
Power Point)Time management skills. Ability to prioritize tasks to
meet deadlinesProblem solving skillsSelf-starterAttention to
detailBilingual is a plusPhysical RequirementsThe physical demands
described here are representative of those that must be met by an
employee to successfully perform the essential functions of this
position. Reasonable accommodations may be made to enable
individuals with disabilities to perform the functions. While
performing the duties of this position, the employee is regularly
required to talk or hear. The employee frequently is required to
use hands or fingers, handle or feel objects, tools, or controls.
The employee is occasionally required to stand; walk; sit; and
reach with hands and arms. The employee must occasionally lift
and/or move up to 10 pounds. Specific vision abilities required by
this position include close vision, distance vision, and the
ability to adjust focus. The noise level in the work environment is
usually low to moderate.This job description does not constitute a
contract of employment; the company may exercise its
employment-at-will rights at any time.Note:This job description in
no way states or implies that these are the only duties to be
performed by the employee(s) incumbent in this position. Employees
will be required to follow any other job-related instructions and
to perform any other job-related duties requested by any person
authorized to give instructions or assignments. All duties and
responsibilities are essential functions and requirements and are
subject to possible modification to reasonably accommodate
individuals with disabilities. To perform this job successfully,
the incumbents will possess the skills, aptitudes, and abilities to
perform each duty proficiently. Some requirements may exclude
individuals who pose a direct threat or significant risk to the
health or safety of themselves or others. The requirements listed
in this document are the minimum levels of knowledge, skills, or
abilities. This document does not create an employment contract,
implied or otherwise, other than an at will
relationshiPI177706483
Keywords: Trilogy Financial, West Covina , Office Coordinator, Administration, Clerical , West Covina, California
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