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Office Coordinator

Date Posted: May 17, 2026
Yearly: USD - USD
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Job Detail

  • location_on
    Location San Diego, Baja California, United States of America
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Jun 17, 2026
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Job Description

Overview

Trilogy Financial is looking for an organized and proactive Office Coordinator to support daily business operations in their San Diego branch office. The role involves overseeing office administration, acting as the main point of contact for clients and advisors, and ensuring smooth communication and processes within the firm.

Key responsibilities

  • Oversee the day-to-day activities of the branch office.
  • Act as a liaison between advisor teams and various departments.
  • Perform administrative tasks such as scheduling appointments and processing paperwork.
  • Maintain communication with clients regarding the status of transfers and funding.
  • Ensure compliance with company policies and procedures.
  • Prepare for regulatory audits and manage confidential information.
  • Maintain office supplies and equipment.
  • Provide solutions and creative problem-solving to support advisors.

Required skills

  • Strong written and verbal communication skills in Spanish and English.
  • 3-7 years of office experience.
  • Experience with MS Office (Word, Excel, PowerPoint).
  • Excellent time management and problem-solving skills.
  • Attention to detail and ability to prioritize tasks.

What the company offers

  • Competitive compensation.
  • Comprehensive health, dental, and vision insurance.
  • Life and disability coverage.
  • Paid time off and holidays.
  • 401(k) matching and eligible profit sharing.
  • Career development, mentorship, and education.
  • Employee advantage program and assistance program.
  • Team events and achievement awards.

Skills Required

Company Overview

Trilogy Financial
Denver, Colorado, United States of America
2 Current Jobs Openings

Trilogy Financial, established in 1999, has grown to be a nationwide firm committed to building relationships with clients while managing over $5 billion in assets. The firm recruits and mentors new talent in the financial services industry, and its... Read More

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