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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 relationships with our clients while using solid financial principles to manage the over $3 billion dollars in assets our clients have entrusted us to manage. 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
Trilogy Financial values their employees like families. The following are some of the benefits of a career with Trilogy Financial:
- Competitive Compensation
- Comprehensive Health, Dental and Vision Insurance
- Life and Disability Coverage
- 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
Job Summary
This position is an entry-level role that supports the Trading Department with daily operational tasks. The Trading Assistant will help maintain the integrity of our portfolios through execution of practices related to trading and auditing, including data entry and review to ensure quality and accuracy. Additional tasks may involve generating trading reports for the Trading Department and other operational teams. The Trading Assistant will communicate via email and verbally with advisors and other operations staff to address Trading Department inquiries.
This role offers growth potential; individuals who excel in their responsibilities and demonstrate a deep understanding of trading operations may have the opportunity for promotion to a Trader position. Pursuit of a Chartered Financial Analyst (CFA) designation is highly encouraged. The Trading Assistant will report to the Chief Investment Officer (CIO) and collaborate closely with the Service and Compliance Teams.
Compensation
Hourly: $22.00 – $25.00
Essential Duties / Responsibilities
- Data Entry
- Assist in daily execution of trades through running reports and performing quality assurance checks
- Collaborate with internal teams to resolve discrepancies.
- Support future scalability.
- Other duties assigned.
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Requirements:
Minimum Qualifications
- Detail oriented with superior problem-solving skills.
- Meets the values of the firm client centered, teamwork, humility, and perseverance.
- Excellent verbal and written communication clear and concise.
Skills Requirements
- Attention to detail and high quality of work.
- Ability to work with both advisors and management for the betterment of our clients.
- Coachable, trainable, and willing to grow in a career at Trilogy.
- Shows initiative to proactively identify additional client needs or wants and present solutions with team support.
- Financial Service or Broker Dealer experience preferred by not required.
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.This job description does not constitute a contract of employment; the company may exercise its employment-at-will rights at any time.
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.
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