Office Coordinator
Not Disclosed•Full-TimeOn-site
location_onUnited States Post Office, 11251, Rancho Carmel Drive, Carmel Mountain Ranch, San Diego, San Diego County, California, 92199, United States
About the Company
Established in 1999, Trilogy Financial has grown into a nationwide firm serving clients from coast to coast. We are committed to building lasting relationships with our clients while applying solid financial principles to manage over $5 billion in entrusted assets. Our multi-generational staff of over 130 employees understands the diverse needs and perspectives of our client base. Today, as always, Trilogy lives by its development motto: never stop growing. We believe the sky's the limit and are dedicated to providing opportunities for people to live their best lives while recruiting and mentoring new talent to the industry.
Work location
Work model: On-site
United States Post Office, 11251, Rancho Carmel Drive, Carmel Mountain Ranch, San Diego, San Diego County, California, 92199, United States
San Diego, California
Key Responsibilities
- check_circleOversee day-to-day branch activities and serve as the main point of contact for guests and advisors
- check_circleProcess transfers and funding accounts while calling custodians to follow up on paperwork
- check_circleAct as a liaison between advisor teams and the Service Center to coordinate administrative tasks
- check_circleImplement company policies and ensure employee compliance for regulatory audits
- check_circleSchedule appointments, process paperwork, manage mailing, shipping, and update databases
- check_circleCommunicate with clients regarding the status of transfers and funding processes
- check_circleMaintain office supplies, equipment, and ensure confidentiality of books and records
Requirements
- verifiedHigh School Diploma
- verified3-7 years of office experience
- verifiedExperience in MS Office (MS Word, Excel, Power Point)
- verifiedStrong written and verbal communication skills in Spanish and English
Benefits & Perks
check_circleComprehensive Health, Dental and Vision Insurancecheck_circleLife and Disability Coveragecheck_circlePaid Time Off and Holidayscheck_circle401(k) matchingEligible Profit Sharing
