Branch Receptionist

Trilogy FinancialSan Diego, CA
Onsite

About The Position

Trilogy Financial is seeking a highly motivated individual to support our branch office in San Diego, CA. The Branch Receptionist will serve as a main point of contact for our visitors and help with general office support. The candidate will partner with various team, including Trilogy’s Mack Service Center, to assist with various projects.

Requirements

  • High School Diploma Required
  • Two years of front desk experience (or equivalent customer related ability)
  • Proficiency in Microsoft Office, specifically Excel, Word, and PowerPoint
  • Excellent oral and written communication skills
  • Excellent customer service relationship skills

Nice To Haves

  • Prior administrative office management experience is a plus
  • Bilingual (Spanish)

Responsibilities

  • Answering, assisting, and directing all incoming telephone calls to appropriate parties in a professional and courteous manner.
  • Serve as the first point of contact for all clients and visitors at the corporate headquarters.
  • Clear and effective oral and written communication skills.
  • Greet persons entering establishment, determine nature and purpose of visit, and direct or escort them to specific destinations
  • Schedule appointments and maintain and update conference room schedules.
  • Maintains office supplies inventory.
  • Managing ordering office supplies.
  • Serve as the main point of contact for the office building’s management. Responsible for the fire and safety coordination.
  • Contact vendors (copier, property office, etc.) regarding issues or repairs.
  • Ensure that the lobby area and first floor common areas are clean.
  • Manage all incoming and outgoing mail.
  • Support the Mack Service Center with administrative and clerical tasks.
  • Assist newly hired corporate employees to ensure successful onboarding experience.
  • Accountable for opening the office prior to office hours and closing the office after business hours.
  • Responsible for covering the branch office phones when necessary.
  • Performing other duties as assigned.

Benefits

  • Competitive Compensation
  • Comprehensive Health, Dental and Vision Insurance
  • Life Insurance
  • Long Term Disability
  • Supplemental Insurance
  • Paid Time Off and Holidays
  • Employee Advantage Program
  • Employee Assistance Program
  • 401(k) Matching
  • Eligible Profit Sharing
  • Career Development, Mentorship and Education
  • Team Events and Parties
  • Achievement Awards and Trips
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