Overview

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 $4 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 130 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.Benefits SummaryCompetitive 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 TripsJob SummaryHave you been thinking about starting a career in the Financial Services industry? Do you enjoy helping people and providing top notch customer service? At Trilogy Financial, the Service Department is a team that is dedicated to supporting our financial advisors. We are always seeking new candidates who 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.Essential Duties / ResponsibilitiesPerform 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.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.Minimum QualificationsHigh School diploma required1-2 years general clerical is preferred Client service experience is preferredBackground 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 demeanorPhysical 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. 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