Description : Job Summary

Job Summary

Have you been thinking about starting a career in the Financial Service industry? Do you enjoy helping people and providing top notch customer service?

Apply to be a Service Associate! At Trilogy Financial, the Service Department is a newly formed team that is dedicated to support Trilogy's financial advisors.

We are always seeking new candidates that want to be part of a growing team. The Service Associate is an entry level, non-registered role that focuses on supporting the day-to-day operations, including data entry, mailings, and customer service.

You will have the opportunity to learn about our core business while building relationships with our top advisors. Join the team and be a part of creating a positive Trilogy Experience for our clients.

Benefits Summary

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.

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.

Clear and effective written and oral communication skills.

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.

Other duties as assigned.

This description reflects management's assignment of essential functions, it does not proscribe or restrict the tasks that may be assigned.

PM21

Requirements :

Minimum Qualifications

High school diploma is required

1-2 years general clerical is preferred

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, 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. The position and duties must be performed in the branch office.

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

Compensation details : 23-26 Hourly Wage

PI9a6230f12c50-26289-34391607

Last updated : 2024-05-04