Service Associate
Company: Trilogy Financial
Location: Irvine
Posted on: August 5, 2022
Job Description:
Description:
Job Summary The 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 Summary
Trilogy Financial values their employees like families. The
following are some of the benefits of a career with Trilogy
Financial:
- Competitive Compensation
- Comprehensive Health, Dental and Vision Insurance
- Life and Disability Coverage
- Paid Time Off and Holidays
- 401(k) matching
- Eligible Profit Sharing
- Career Development, Mentorship and Education
- Team Events and Parties
- Achievement Awards and Trips Essential Duties /
Responsibilities
- Perform clerical functions related to opening client accounts,
maintaining accounts, and processing transfers
- Assist advisors' requests and address any issue in a timely
manner based on current procedure
- Work with advisors in obtaining the required documents based on
the type of account(s) established
- Communicating status of accounts to advisors and escalate
issues as needed
- Provide reports and other information to Service Manager as
requested
- Assist with the creation and implementation of workflows and
procedures to improve efficiency and enhance client experience This
description reflects management's assignment of essential
functions, it does not proscribe or restrict the tasks that may be
assigned. Company Summary 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 limit. PM21Requirements:
Minimum Qualifications
- High school diploma is required
- 1-2 years general clerical is preferred
- Client service experience is preferred
- Spanish-speaking is a plus
- 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, projects,
and calls
- Detail-oriented and an ability to multitask while meeting
time-sensitive deadlines
- 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
Physical Requirements The 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. PI185392968
Keywords: Trilogy Financial, Irvine , Service Associate, Other , Irvine, California
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