Service Associate

Trilogy Financial•Irvine, CA

just now•Onsite

About The Position

The Employer Solutions Associate will play a vital, behind the scenes role in helping our advisors support their clients with retirement planning. You’ll be the go-to resource for our Employer Retirement Solutions (ERS) team, helping to keep things running smoothly and compliantly. Whether It’s responding to advisor questions, preparing quarterly reports, managing projects, or coordinating with clients, your work helps ensure that retirement plans stay on track. This role also involves close collaboration with internal teams, keeping everyone informed and aligned with up-to-date retirement plan information. It’s a detail-oriented position where your support truly makes a difference for both our advisors and the clients they serve.

Requirements

Clear and effective communication skills
Ability to maintain a high level of accuracy in preparing and entering financial data.
Ability to apply analytical and problem-solving skills.
Organizational skills with the ability to multi-task, prioritize, and meet deadlines.
Communication and interpersonal skills.
Consistently produce accurate and high-quality deliverables.
Self-motivated to learn and improve. Resourceful and detail-oriented.
Ability to work independently with minimal supervision.
Bachelor’s degree is preferred.
Proficient in Microsoft Outlook and Microsoft Office Suite, including PowerPoint.

Nice To Haves

Preferred candidate has knowledge of qualified plans, ERISA regulations, and plan administration.

Responsibilities

Interact with clients to understand and resolve issues as they arise. Consult with the ERS team lead for guidance on direction.
Proactively follow-up on census regarding annual questionnaire from prior year that go to clients in Q1.
Assist clients to understand how to log-in and complete 5500 annual tax forms.
Liaison between the recordkeeper and other providers such as TPA’s, payroll, accountant, etc. with the client for the ERS team.
Respond to client issues and report weekly updates.
Work with our advisor team to schedule meetings.
Perform other duties as assigned.