Trilogy Financial · 9 hours ago
Branch Receptionist
San Diego, CA
Part-time
Onsite
Entry Level
$22/hr - $25/hr
2+ years expTrilogy 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 visitors and assist with general office support responsibilities.
Financial Services
No H1B
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
Qualification
Required
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)
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
Company
Trilogy Financial
Established in 1999, Trilogy Financial is a forward-thinking company that offers objective, independent financial planning services.
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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