Senior Office Coordinator at Trilogy Financial

Hingham, Massachusetts, United States -

Full Time

Start Date

Immediate

Expiry Date

09 Jan, 26

Salary

0.0

Posted On

11 Oct, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Leadership, Communication, Interpersonal Skills, Operational Workflow, Problem Solving, Clerical Functions, Regulatory Compliance, Task Coordination, Training, Efficiency Improvement, Client Correspondence, Team Collaboration, Office Management, Record Keeping, Audit Assistance, Resource Management

Industry

Financial Services

Description

Description A Senior Office Coordinator (Senior OC) is responsible for clearly communicating, implementing, and supporting Trilogy office operations. The Senior OC has proven proficiency of the Office Coordinator (OC) role and consistently demonstrates a One TRILOGY mindset. The Senior OC is regarded as a resource to other OC’s and continually strives to improve efficiencies. 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 Summary 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 more than $4 billion in assets 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. PM21 No Visa Sponsorship Available. Requirements Proven ability to lead by example Demonstrated skill in balancing multiple tasks and priorities, above and beyond what is expected of an OC Recognition as a subject matter expert in areas of operational workflow Exceptional interpersonal skills among the Trilogy workforce 3-7 years of equivalent experience Clear and effective communication skills Essential Duties/Responsibilities In addition to the functions of the OC position, the Senior OC will have additional responsibilities and tasks as assigned by Leadership, including the following: 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. Clear and effective written and oral communication skills. 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. Initial Training of new OC's in the basic processes, systems and tasks required to perform the OC role. Coordinating, Supervising and Reviewing the completion of Tasks in the OC Task List within Practifi. With the assistance of Leadership, developing the Agenda for the Weekly OC Meeting. Coordinating task coverage in branch locations without an OC. Clear and effective written and oral communication skills. Assisting Leadership and OC's in responding to Branch Audits. Other duties as assigned. 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. 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. 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.

Responsibilities

The Senior Office Coordinator oversees day-to-day office activities, acting as the main point of contact and supporting advisors. They also implement company policies and ensure compliance with operational workflows.