Today, one client at a time, Trilogy has become a nationwide firm with clients from coast to coast. Our clients have over $2 billion dollars in brokerage and advisory assets served through Trilogy and our staff has grown to over 150 comprehensive Advisors. Trilogy continues to recruit and mentor new talent to the industry, a commitment abandoned by many of its competitors. Because of this, our multi-generational staff understands the needs and perspectives of a wide variety of client needs. We utilize progressive ideas and opportunities to help our clients now and into the future. 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.
Trilogy Financial values their employees like families. The following are some of the benefits of a career with Trilogy Financial:
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.
In specific, responsibilities of the CSA include but are not limited to:
This description reflects management’s assignment of essential functions, it does not proscribe or restrict the tasks that may be assigned.
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.