Talent.com
Senior Office Coordinator

Senior Office Coordinator

Trilogy FinancialHingham, Massachusetts, US
job_description.job_card.1_day_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_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.

    Compensation details : 58656-60000 Yearly Salary

    PI63a77c0900b0-29400-38791236

    serp_jobs.job_alerts.create_a_job

    Office Coordinator • Hingham, Massachusetts, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Senior Administrative Coordinator - Office of the Provost

    Senior Administrative Coordinator - Office of the Provost

    Tufts UniversityMedford, MA, United States
    serp_jobs.job_card.full_time
    The Office of the Provost is responsible for setting and guiding institutional and budgetary priorities that advance the University's academic mission. Together with deans and senior administrators,...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Office Coordinator Administrative Services, CBHC

    Office Coordinator Administrative Services, CBHC

    Beth Israel Lahey HealthLawrence, MA, US
    serp_jobs.job_card.full_time
    When you join the growing BILH team, you're not just taking a job, you're making a difference in people's lives.The Office Coordinator oversees medical records and assists with other program projec...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Clinical Office Coordinator - Interventional Radiology

    Clinical Office Coordinator - Interventional Radiology

    Emerson HospitalConcord, MA, United States
    serp_jobs.job_card.full_time
    Clinical Office Coordinator - Interventional Radiology.Clerical & Administrative Support.Emerson Hospital, 133 Old Road to Nine Acre Corner, Concord, MA 01742 .Reporting to the Seni...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Office Coordinator

    Office Coordinator

    Salem Hospital NSMCSomerville, MA, US
    serp_jobs.job_card.full_time
    Occupational Health Office Coordinator.The Occupational Health Office Coordinator (OC) reports into the Office Manager for the Occupational Health Clinic. The OC is responsible for providing daily s...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    Clinical Office Coordinator - Urology

    Clinical Office Coordinator - Urology

    Emerson HospitalConcord, Massachusetts, United States, 01742
    serp_jobs.job_card.full_time
    Clinical Office Coordinator - Urology.Reporting to the Practice Manager and overseen by the office manager, the Clinical Office Coordinator's primary responsibilities are to provide comprehensive s...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    GSOC Coordinator

    GSOC Coordinator

    Veterans StaffingBoston, MA, US
    serp_jobs.job_card.full_time
    Allied Universal, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborati...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    District Office Coordinator - Burlington, MA

    District Office Coordinator - Burlington, MA

    Corebridge FinancialBurlington, MA, US
    serp_jobs.job_card.full_time
    At Corebridge Financial, we believe action is everything.That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their fi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    Medical Office Coordinator

    Medical Office Coordinator

    Signature HealthcareNorth Easton, Massachusetts, United States, 02356
    serp_jobs.job_card.full_time
    Signature Healthcare is Southeastern Massachusetts’ premier local provider of quality, personalized medical services.We are comprised of the award-winning not-for-profit Signature Healthcare Brockt...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    Front Office Coordinator

    Front Office Coordinator

    Boylston StaffingHanover, Massachusetts, United States
    serp_jobs.job_card.full_time +2
    serp_jobs.filters_job_card.quick_apply
    Front Office Administrator (Temp-to-Hire) – Hanover, MA.Days-5 Days / Week | 8 : 00 AM – 4 : 30 PM.Answer and direct incoming phone calls. Serve as the first point of contact for clients, vendors, and vis...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Clinical Office Coordinator- Primary Care

    Clinical Office Coordinator- Primary Care

    Emerson HospitalBedford, MA, United States
    serp_jobs.job_card.full_time
    Clinical Office Coordinator- Primary Care.Clerical & Administrative Support.North Road, Bedford, MA, 55 North Road, Bedford, MA 01730 . Emerson Health Primary Care Bedford (1-837).Re...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Medical Staff Office Senior Coordinator

    Medical Staff Office Senior Coordinator

    RandstadCumberland, RI, US
    serp_jobs.job_card.full_time
    Medical Staff Office Senior Coordinator.About the Role Do you love keeping things organized, solving complex puzzles, and supporting medical professionals behind the scenes? As a Medical Staff Offi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Medical Office Coordinator (Clinic)

    Medical Office Coordinator (Clinic)

    Joslin Diabetes CenterBoston, MA, US
    serp_jobs.job_card.full_time
    The Medical Office Coordinator is responsible for providing support to physicians and allied health professionals within a busy ambulatory setting and to ensure efficient operations by providing ex...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Medical Staff Office Senior Credentialing Coordinator

    Medical Staff Office Senior Credentialing Coordinator

    NTT DATACumberland, RI, US
    serp_jobs.job_card.full_time
    At NTT DATA, we know that with the right people on board, anything is possible.The quality, integrity, and commitment of our employees have been key factors in our company's growth and market prese...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Senior Office Coordinator

    Senior Office Coordinator

    Trilogy Financial CareersHingham, Massachusetts, US
    serp_jobs.job_card.full_time
    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 Coordinat...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Administrative Coordinator, Office of the CAO

    Administrative Coordinator, Office of the CAO

    Beth Israel Lahey HealthBoston, MA, US
    serp_jobs.job_card.full_time
    When you join the growing BILH team, you're not just taking a job, you're making a difference in people's lives.Provides a wide variety of administrative support for the Office of the Chief Academi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Senior Office Coordinator

    Senior Office Coordinator

    Trilogy FinancialHingham, Massachusetts, United States, 02043
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    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 Coordinat...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Office Coordinator

    Office Coordinator

    RandstadBoston, MA, US
    serp_jobs.job_card.full_time
    Administrative Operations / Office Manager.Join a dynamic team as the central pillar of the administrative operations! We are seeking a highly organized and proactive administrative operations / office...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Office Coordinator Administrative Services, CBHC

    Office Coordinator Administrative Services, CBHC

    Veterans StaffingLawrence, MA, US
    serp_jobs.job_card.full_time
    When you join the growing BILH team, you're not just taking a job, you're making a difference in people's lives.Work Shift : Day (United States of America) FLSA Status : Non-Exempt.Job Description : T...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    Scheduling Coordinator for Home Care Office

    Scheduling Coordinator for Home Care Office

    Guardian Angel Senior ServicesBraintree, MA, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Basic Function To support caregiver and company needs.Process scheduling requests, provide telephone support, and manage special projects and clerical duties. To grow and manage assigned accou...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Engagement Coordinator

    Engagement Coordinator

    TJXPlainville, MA, US
    serp_jobs.job_card.full_time
    Leads the frontline to promote a "Highly-Satisfied" customer experience while driving customer loyalty.Helps develop high-performing teams through training and mentoring of Associates on frontline ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days