Client administrative assistant

Join Us in Transforming Financial Futures

At Trinity Insurance & Financial Services, we’re more than a financial services firm—we’re a

trusted partner for our clients’ futures. Rooted in faith, we guide individuals to financial peace

of mind while fostering a community where trust, empathy, and personalized care define

every interaction. This is your chance to be part of a mission-driven team that doesn’t just

manage wealth but empowers lives.

Your Mission and Team

You’ll join a group of passionate professionals dedicated to simplifying the complex world of

retirement planning. As the welcoming heart of Trinity IFS, you’ll create exceptional first

impressions and play a pivotal role in ensuring seamless operations. Your contributions will

help clients feel at home while empowering our advisors to deliver unmatched service.

Our Culture in Three Sentences

We are faith-driven, client-centered, and service-oriented. Our team thrives on collaboration,

continual learning, and a shared commitment to excellence. At Trinity IFS, integrity and

empathy are not just values—they’re the foundation of everything we do.

If this resonates with you, keep reading.

The Role: Front Desk Administrative Assistant

Your Role in a Nutshell

As our Front Desk Administrative Assistant, you’ll be the face and voice of Trinity IFS. Your

work will make a lasting impact by fostering an inviting environment and ensuring efficient

coordination that helps clients and advisors thrive.

How This Role Drives Our Mission

You’ll provide the vital support needed to deliver our personalized, faith-guided financial

services. Through your organizational skills and welcoming presence, you’ll ensure every

client interaction is seamless, leaving a positive impression that aligns with our commitment

to excellence.

Six Things You’ll Love to Do

1. Greeting visitors warmly and managing front desk operations with professionalism.

2. Scheduling and coordinating appointments with impeccable accuracy.

3. Maintaining a clean, organized, and inviting reception area.

4. Managing and updating client records in Wealthbox CRM efficiently and error-free.

5. Collaborating with team members to ensure smooth, top-notch client service.

You’re the High Achiever We’re Seeking If...

● You thrive on details. A typo doesn’t stand a chance with you.

● You’re warm and welcoming. Clients feel at ease from the moment they meet you.

● You’re organized to a fault. Calendars, files, and checklists are your happy place.

● You adapt with grace. Priorities shift, but your cool never does.

● You protect privacy fiercely. Confidential information stays that way with you.

● You’re driven by purpose. A faith-aligned mission resonates deeply with you.

Attributes We Require

● A polished professional appearance and demeanor.

● Entry level position

● Must have obtained a GED or high school diploma

● Strong communication skills—both written and spoken.

● Proficiency with Microsoft Office Suite and CRM systems (CRM experience preferred

but not required)

● A proactive approach to problem-solving and multitasking.

● An empathetic, service-oriented attitude.

● Alignment with our faith-driven values.

What We Offer

• Collaborative and dynamic work environment

• Professional growth and skill development within a growing company

• Mentorship from experienced professionals

• Paid Time Off

• 401(k) + matching

• Flexible Schedule

• Retirement Plan

Salary

$30,000 - $37,500 commensurate on experience

Schedule

Position is open immediately. This is an entry-level position

Full-time from 8:00 am - 4:00 pm Monday - Friday (40 hours a week, no weekends)

Work Location

Our company values face-to-face collaboration and creativity, so this position is primarily

based in our Dixon, IL office. The ideal candidate should be comfortable with and excited

about regular in-person interactions.

About Us

Trinity Insurance & Financial Services Inc., based in Dixon, IL, is a fiduciary firm specializing in

comprehensive financial planning, retirement investment strategies, and Medicare and Social

Security enrollment services. With a strong emphasis on personalized client relationships, we

are dedicated to crafting customized strategies that align with each client's unique goals.

Trust, open communication, and expert guidance are at the core of our service approach,

ensuring clients receive the support they need to secure their financial future.

We want someone who sees the big picture and dives into the details. A builder, a doer,

and someone who takes full ownership of their results.

Are you ready to help us create lasting impact?

Apply now if you know this role was meant for you.

How to Apply

Please submit a cover letter and resume to [email protected] detailing your relevant

experience and why you're excited about this opportunity.

Please note: this position is in Dixon, IL.

Job Type: Full-time

Pay: $22.32 - $26.88 per hour

Expected hours: 40 per week

Benefits:

• 401(k)

Work Location: In person