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Administrative Assistant

Company: Trilogy Financial
Location: Huntington Beach
Posted on: January 11, 2022

Job Description:

Company Summary
Established in 1999, Trilogy Financial is a forward-thinking company that offers objective, independent financial planning services. Privately owned, Trilogy offers its services nationwide, with multiple branches from coast to coast. Trilogy prides itself on its comprehensive training program and support staff. We offer a wide range of support to each other and to newer representatives - from challenging and expanding the knowledge of experienced advisors, to offering step-by-step learning from the ground up for individuals looking for a career in the financial services industry. Trilogy's strong work ethic and pursuit of excellence has earned their representatives and the company itself, top awards in a variety of venues - from a multitude of industry-related perspectives to some of the most important community-related interests.

Benefits Summary
Trilogy Financial values their employees like families. The following are some of the benefits of a career with Trilogy Financial:
Comprehensive Health, Dental and Vision Insurance
Life and Disability Coverage
Paid Time Off and Holiday
401k matching; Eligible Profit Sharing
Career Development, Mentorship and Education
Series 65 Licensing
Team Events and Parties
Achievement Awards and Trips

Job Summary
Trilogy Financial is seeking an administrative assistant to support our wealth advisors in our corporate office located in Huntington Beach, CA. The administrative assistant is a non-registered role that will perform wide variety of administrative support duties and client services, including data entry, preparing meetings, and responding to clients' inquiries.

Essential Duties / Responsibilities
Perform clerical functions related to opening client accounts, maintaining accounts, and processing transfers
Organize and assist in the maintenance of complete client account and trade-related records for advisors
Assist advisors' requests and address any issue in a timely manner based on current procedure
Answer calls and handle requests and escalate issues as needed. Ensure communication is done with professionalism and positive client service
Provide reports and other information to advisors as requested
Coordinating meetings with clients
Other duties as assigned

Minimum Qualifications
High school diploma is required
1-2 years general clerical is required
Client service experience is preferred
Background in financial service industry is a plus
Knowledge of administrative and clerical procedures and systems such as utilizing MS Office, paperwork processing, and other office related process

Skills Requirements
Interpersonal communication skills, both verbal and written
Ability to organize a steady stream of information and calls
Detail-oriented and an ability to multitask while meeting time-sensitive deadline
Basic understanding of technology-solutions: Microsoft Office 365, Salesforce. Able to learn new or product-specific software as required
Ability to maintain confidentiality and professional demeanor

Keywords: Trilogy Financial, Huntington Beach , Administrative Assistant, Administration, Clerical , Huntington Beach, California

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