Administrative Assistant

Company Summary

Established in 1999, Trilogy Financial is a forward-thinking company that offers objective, independent financial planning services. Privately owned, Trilogy offers its services nationwide, with multiple branches from coast to coast. Trilogy prides itself on its comprehensive training program and support staff. We offer a wide range of support to each other and to newer representatives – from challenging and expanding the knowledge of experienced advisors, to offering step-by-step learning from the ground up for individuals looking for a career in the financial services industry. Trilogy’s strong work ethic and pursuit of excellence has earned their representatives and the company itself, top awards in a variety of venues – from a multitude of industry-related perspectives to some of the most important community-related interests.

Benefits Summary

Trilogy Financial values its employees like families. The following are some of the benefits of a career with Trilogy Financial: 

  • Comprehensive Health, Dental and Vision Insurance 
  • Life and Disability Coverage 
  • Paid Time Off and Holiday 
  • 401k matching; Eligible Profit Sharing 
  • Career Development, Mentorship and Education 
  • Team Events and Parties 
  • Achievement Awards and Trips

Job Summary

Trilogy Financial is seeking an administrative assistant to support our wealth advisors in our corporate office located in Huntington Beach, CA. The administrative assistant is a non-registered role that will perform wide variety of administrative support duties and client services, including data entry, preparing meetings, and responding to clients’ inquiries. 

Essential Duties / Responsibilities

  • Perform clerical functions related to opening client accounts, maintaining accounts, and processing transfers
  • Organize and assist in the maintenance of complete client account and trade-related records for advisors 
  • Assist advisors’ requests and address any issue in a timely manner based on current procedure
  • Answer calls and handle requests and escalate issues as needed. Ensure communication is done with professionalism and positive client service
  • Provide reports and other information to advisors as requested
  • Coordinating meetings with clients 
  • Other duties as assigned



Minimum Qualifications 

  • High school diploma is required
  • 1-2 years general clerical is required
  • 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 and calls
  • Detail-oriented and an ability to multitask while meeting time-sensitive deadline
  • 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