About this role
Service Associate at Trilogy Financial. Location: Irvine, California, United States. Role: supporting advisors, preparing reports, coordinating providers Requirements: Strong communication, accuracy with financial data, analytical and organizational skills; bachelor’s degree preferred; proficient in Microsoft Outlook, Office and PowerPoint; knowledge of qualified plans and ERISA preferred. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Outlook, Microsoft Office Suite, Microsoft PowerPoint Commitment: Full Time Workplace: Onsite Languages: English