Job Description

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.

Benefit Summary

• 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

No Visa Sponsorship Available.

Requirements

Essential Duties/Responsibilities

The essential functions include, but are not limited to the following:

• 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.

Qualifications and Skills Requirements

• High School Diploma Required
• Two years of front desk experience (or equivalent customer related ability)
• Prior administrative office management experience is a plus
• Proficiency in Microsoft Office, specifically Excel, Word, and PowerPoint
• Excellent oral and written communication skills
• Excellent customer service relationship skills
• Preferred: Bilingual (Spanish)

About Trilogy

Established in 1999, Trilogy has grown to be a nationwide firm with clients from coast to coast. We are committed to building strong relationships with our clients and applying sound financial principles to manage the over $4 billion in assets they have entrusted to us. Committed to providing opportunities for people to live their best lives, we continue to recruit and mentor new talent to the industry. Consequently, our multi-generational staff of over 130 employees understands the needs and perspectives of a wide variety of client needs. 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.

Physical Requirements

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.

Note

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. This position requires prolonged periods of time sitting or standing at a desk and working on a computer. The position and duties must be performed in the branch office. If performing work in a remote location, all compliance and office safety requirements apply.

PM21