Intern

Job Summary

Trilogy Financial is seeking a motivated Service Center intern who is ready to apply knowledge of business practices and processes in a fastpaced realworld environment. The intern will assist in conducting research analyzing data and making recommendations to improve effectiveness and efficiency. This will be a valuable experience for any student pursuing a career in business and financial planning.

Benefits Summary

• Competitive Compensation
• Paid Time Off
• Employee Advantage Program
• 401(k) Matching

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 over $3 billion in assets they have 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 multigenerational 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 Trilogys story lead We believe the skys the limit.

Essential Duties / Responsibilities

• Audit and update records in Salesforce
• Connect with advisors or office coordinators in regard to record cleanup
• Contact existing clients or search public records to update existing client records
• Execute large mailings
• Performing other duties as assigned

No sponsorship available.

Minimum Qualifications

• Business Administration or related major
• Experience with Microsoft Office
• Excellent oral and written communication skills
• Excellent customer relationship skills
• Excellent critical thinking and problemsolving skills
• Detailoriented with strong organizational skills

Skills Requirements

• Excellent oral and written communication skills
• Excellent team relationship skills
• Excellent critical thinking and problemsolving skills
• Detailoriented with strong organizational skills

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 employmentatwill 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. 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 jobrelated instructions and to perform any other jobrelated 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.

The company is an Equal Opportunity Employer drug free workplace and complies with ADA regulations as applicable.