Trilogy Financial · 4 days ago
Service Associate
Irvine,CA,US
Full-time
Onsite
New Grad, Entry LevelTrilogy Financial is a nationwide firm committed to building strong relationships with clients and managing over $4 billion in assets. The Employer Solutions Associate will support advisors with retirement planning by responding to client inquiries, preparing reports, and ensuring compliance with retirement plans.
Financial Services
No H1B
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
Qualification
Required
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
Preferred
Bachelor's degree is preferred
Proficient in Microsoft Outlook and Microsoft Office Suite, including PowerPoint
Preferred candidate has knowledge of qualified plans, ERISA regulations, and plan administration
Benefits
Competitive Compensation
Comprehensive Medical, 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
Achievement Awards and Trips
Company
Trilogy Financial
Established in 1999, Trilogy Financial is a forward-thinking company that offers objective, independent financial planning services.
Founded in 1999
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Eric Perkins
Chief Operating Officer
Debra Stolz
Personal Assistant to Executive VP Trilogy Financial and COO TrilogyCapital
Recent News
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