Service Associate

Company: Trilogy Financial
Location: Huntington Beach
Posted on: June 25, 2022

Job Description:

Description:
Job SummaryThe Service Associate (SA) is a non-registered role that will assist Trilogy advisors in administering all aspects of Trilogy's core business. The SA will perform a wide variety of administrative support duties and customer service, including data entry, preparing mailings, and responding to advisors' inquiries. Furthermore, the SA exemplifies Trilogy's client-centered core value by providing a positive client experience. 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 Holidays 401(k) matching Eligible Profit Sharing Career Development, Mentorship and EducationTeam Events and PartiesAchievement Awards and TripsEssential Duties / ResponsibilitiesPerform clerical functions related to opening client accounts, maintaining accounts, and processing transfersAssist advisors' requests and address any issue in a timely manner based on current procedureWork with advisors in obtaining the required documents based on the type of account(s) establishedCommunicating status of accounts to advisors and escalate issues as neededProvide reports and other information to Service Manager as requestedAssist with the creation and implementation of workflows and procedures to improve efficiency and enhance client experienceThis description reflects management's assignment of essential functions, it does not proscribe or restrict the tasks that may be assigned.Company SummaryEstablished 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.PM21

Requirements:
Minimum Qualifications High school diploma is required1-2 years general clerical is preferred Client service experience is preferredSpanish-speaking is a plus Background in financial service industry is a plusKnowledge of administrative and clerical procedures and systems such as utilizing MS Office, paperwork processing, and other office related processSkills RequirementsInterpersonal communication skills, both verbal and writtenAbility to organize a steady stream of information, projects, and callsDetail-oriented and an ability to multitask while meeting time-sensitive deadlinesBasic understanding of technology-solutions: Microsoft Office 365, Salesforce. Able to learn new or product-specific software as requiredAbility to maintain confidentiality and professional demeanor Physical 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 relationship.PI183225387

Keywords: Trilogy Financial, Huntington Beach , Service Associate, Other , Huntington Beach, California