Branch Receptionist

Job Summary

Trilogy 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 our visitors and help with general office support. The candidate will partner with various teams, including Trilogy’s Mack Service Center, to assist with various projects.

• 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

No visa sponsorship is available for this position.

Full-time

• 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 the establishment, determine the nature and purpose of the visit, and direct or escort them to specific destinations.
• Schedule appointments and maintain/update conference room schedules.
• Maintain office supplies inventory and manage ordering office supplies.
• Serve as the main point of contact for the office building’s management; responsible for 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 a 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.
• Perform other duties as assigned.

• 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 Power Point
• Excellent oral and written communication skills
• Excellent customer service relationship skills
• Preferred:
  Bilingual (Spanish)

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 over $4 billion in assets they have entrusted to us. We continue to recruit and mentor new talent to the industry. Our multi‑generational staff of over 130 employees understands the needs and perspectives of a wide variety of client needs.

Trilogy lives by its development motto: never stop growing.

The position requires regularly talking or hearing, use of hands, occasional standing, walking, sitting, and reaching. Occasionally lifting up to 10 pounds. Required vision: close vision, distance vision, and the ability to adjust focus. Noise level is usually low to moderate.

Professional office environment using standard office equipment: computers, phones, photocopiers, filing cabinets, fax machines. Required to sit or stand at a desk and work on a computer for prolonged periods. Position must be performed in the branch office; if performing work remotely, all compliance and safety requirements apply.

$22.00 - $25.00 per hour