Office Coordinator

Trilogy Financial•San Diego, CA

12d•$25 - $31•Onsite

About The Position

Trilogy Financial is seeking an organized and proactive Office Coordinator (OC) to manage and support daily business operations in a branch office. This role works closely with senior leadership and the Service Center to ensure smooth, efficient business operations. As the branch's central point of contact, the OC will oversee office administration and provide operational support to advisors across a range of business processes. Given the hands-on nature of the role and oversight responsibilities, this position is fully in-person.

Requirements

Strong written and verbal communication skills in Spanish and English required.
High School Diploma required.
3-7 years of office experience required.
Experience in MS Office (MS Word, Excel, Power Point).
Time management skills. Ability to prioritize tasks to meet deadlines.
Problem solving skills.
Self-starter.
Attention to detail.

Responsibilities

Oversee the day-to-day activities of the branch as the main point of contact by greeting guests, answering general phone calls, and supporting advisors.
Act as a liaison between the advisor teams and various departments, particularly the Service Center.
Perform administrative tasks as needed, such as: scheduling appointments, processing paperwork, mailing, shipping, updating databases and funding.
Perform clerical functions related to processing transfers and funding accounts.
Call custodians to follow up on paperwork for transfers in a timely manner.
Ability to correspond with clients about the status of transfers and other funding process.
Inform and implement company’s policies. Ensure all employees are following current policies and procedures. Responsible for maintaining preparedness for regulatory audits and information requests.
Maintaining office supplies and equipment as needed.
Modeling a positive, solutions-oriented, and collaborative spirit, not only within the office but throughout the firm, regardless of the situation.
Maintaining Books and Records. Ensuring confidentiality of all sensitive information.
Ensuring communication between advisors and support teams is of the highest respect, emphasizing personal responsibility and the common goal of progress.
Providing creative problem solving to go above and beyond the basic franchise framework of the branch, as well as working with advisors, associates, and representatives to meet and exceed Trilogy’s commitments to its clients.
Other duties as assigned.