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JOB DETAILS

Recruiting Coordinator

CompanyTrilogy Financial
LocationIrvine
Work ModeOn Site
PostedNovember 3, 2026
About The Company
Established in 1999, Trilogy Financial is a forward-thinking company that offers objective, independent financial planning services. Privately owned, Trilogy offers its services nationwide, with multiple branches from coast to coast. Trilogy prides itself on its comprehensive training program and support staff. We offer a wide range of support to each other and to newer representatives – from challenging and expanding the knowledge of experienced advisors, to offering step-by-step learning from the ground up for individuals looking for a career in the financial services industry. Trilogy’s strong work ethic and pursuit of excellence has earned their representatives and the company itself, top awards in a variety of venues – from a multitude of industry-related perspectives to some of the most important community-related interests. Visit us at http://www.facebook.com/trilogyfs The registered individuals of Trilogy Financial are registered representatives with, and Securities offered through LPL Financial, Member SIPC www.sipc.org. Investment advice offered through Trilogy Capital, LLC, a registered investment advisor. Trilogy Financial and Trilogy Capital, LLC are not affiliated with LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Certain information contained herein has been obtained from third party sources and such information has not been independently verified by Trilogy Capital, Inc. No representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by Trilogy Capital, Inc. or any other person. While such sources are believed to be reliable, Trilogy Capital, Inc. does not assume any responsibility for the accuracy or completeness of such information. Trilogy Capital, Inc. does not undertake any obligation to update the information contained herein as of any future date.
About the Role

Description

Company Summary

Established in 1999, Trilogy has grown to be a nationwide firm with clients from coast to coast. We are committed to building relationships with our clients while using solid financial principles to manage the over $4 billion dollars in assets our clients have entrusted us to manage. 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. 


Benefits Summary

  • Competitive Compensation
  • Comprehensive Health, Dental and Vision Insurance
  • Life and Disability Coverage
  • Employee Advantage Program
  • Employee Assistance Program
  • Paid Time Off and Holidays 
  • 401(k) Matching 
  • Eligible Profit Sharing 
  • Career Development, Mentorship and Education
  • Team Events and Parties
  • Achievement Awards and Trips


Job Summary

The Recruiting Coordinator is responsible for supporting the company's talent acquisition efforts by identifying, attracting, and coordinating the recruitment of qualified candidates within the financial services industry.  This position plays an important role in maintaining an effective hiring process and ensuring the organization has the talent and resources necessary to support its business objectives and overall mission.


Essential Duties / Responsibilities

  • Develops, facilitates, and implements all phases of the recruitment process.
  • Collaborates with department managers to identify and draft detailed and accurate job descriptions and hiring criteria.
  • Identifies and implements efficient and effective recruiting methods and strategies based on the available role, industry standards, and the needs of the organization.
  • Assists with job posting and advertisement processes.
  • Screens applications and selects qualified candidates.
  • Schedules interviews; oversees preparation of interview questions and other hiring and selection materials.
  • Assists with the interview process, attending and conducting interviews with managers, directors, and other stakeholders as needed.
  • Collaborates with the hiring manager and/or other human resource staff during the offer process, identifying and recommending salary ranges, incentives, start dates, and other pertinent details.
  • Ensures compliance with federal, state, and local employment laws and regulations, and company policies.
  • Ensure the smooth onboarding of all newly hired employees.
  • Attends and participates in college job fairs and recruiting sessions.
  • Assist with miscellaneous HR and Payroll projects.
  • Performs other duties as assigned. 


Minimum Qualifications and Skills

  • Clear, complete, and concise verbal and written communication skills. 
  • Excellent interpersonal skills with good negotiation tactics.
  • Ability to create and implement sourcing strategies for recruitment for a variety of roles.
  • Proactive and independent with the ability to take initiative.
  • Excellent time management skills with a proven ability to meet deadlines.
  • Familiarity with laws, regulations, and best practices applicable to hiring and recruitment.
  • Proficient with or the ability to quickly learn applicant-tracking software or other recruitment systems. 
  • Proficient with Microsoft Office Suite or related software.
  • Bachelor’s degree in Human Resources preferred. 
  • 3-5 year recruiting experience, a plus.
  • At least 3 years managing all phases of the recruitment and hiring process highly preferred.
  • SHRM-CP or SHRM-SCP preferred.
  • Talent Acquisition Specialty Credential a plus.


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 employment-at-will 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. The position and duties must be performed in the branch office.  

  

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.


No Visa Sponsorship Available. 


PM21

Key Skills
RecruitmentTalent AcquisitionInterviewingJob Description DraftingSourcing StrategiesApplicant Tracking SystemsMicrosoft Office SuiteCommunication SkillsInterpersonal SkillsNegotiationTime ManagementEmployment Law ComplianceOnboardingHR ProjectsPayroll Projects
Categories
Human ResourcesFinance & AccountingAdministrative
Benefits
Competitive CompensationComprehensive Health InsuranceDental InsuranceVision InsuranceLife InsuranceDisability CoverageEmployee Advantage ProgramEmployee Assistance ProgramPaid Time OffHolidays401(k) MatchingProfit SharingCareer DevelopmentMentorshipEducationTeam EventsAchievement Awards
Job Information
📋Core Responsibilities
The Recruiting Coordinator manages the full-cycle recruitment process, including identifying candidates, conducting interviews, and collaborating with managers on hiring criteria. They also ensure smooth onboarding for new hires and assist with various HR and payroll projects.
📋Job Type
full time
💰Salary Range
$28 - $33
📊Experience Level
2-5
💼Company Size
189
📊Visa Sponsorship
No
💼Language
English
🏢Working Hours
40 hours
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