Service Associate at Trilogy Financial in Irvine, CA

Description

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.

Benefits Summary

• Competitive Compensation
• Comprehensive Medical, Dental, and Vision Insurance
• Life Insurance
• Long Term Disability
• Supplemental Insurance
• Paid Time Off and Holidays
• Wealth Wise Program
• Employee Assistance Program
• 401(k) Matching
• Eligible Profit Sharing
• Career Development, Mentorship and Education
• Team Events
• Achievement Awards and Trips

Job Summary

The Service Associate ERS role provides administrative and client service support to the Employer Retirement Solutions team. This entry-level role is responsible for learning retirement plan operations, supporting advisors and clients with routine service requests, and ensuring retirement plans are administered accurately and efficiently. Working under the guidance of senior team members, this position develops foundational knowledge of qualified retirement plans, ERISA regulations, and internal processes while delivering exceptional client service.

Essential Duties / Responsibilities

• Respond to routine client and advisor inquiries, escalating more complex issues as appropriate.
• Assist clients with completing annual questionnaires and required retirement plan documentation.
• Coordinate communication between clients, recordkeepers, TPAs, payroll providers, accountants, and other third-party vendors.
• Prepare retirement plan reports, meeting materials, and client documentation.
• Schedule client meetings and support advisor meeting preparation.
• Maintain accurate client records and update internal systems.
• Follow established procedures to ensure timely completion of assigned work.
• Participate in departmental training and continue developing retirement plan knowledge.
• Perform other duties as assigned.

Minimum Qualifications

• Bachelor’s degree is preferred.
• Proficient in Microsoft Outlook and Microsoft Office Suite.
• Knowledge of qualified plans, ERISA regulations, and plan administration preferred.
• Previous client service or financial services experience preferred.

Skills Requirements

• Strong organizational and time management skills.
• Excellent verbal and written communication.
• High attention to detail and accuracy.
• Ability to follow established procedures.
• Ability to prioritize multiple tasks.
• Demonstrates initiative and willingness to learn.
• Works effectively within a team environment.
• Builds productive relationships with clients and internal partners.

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.

No Sponsorship Available.

Salary Description

$25.00 - $28.00 / Hourly