Marketing Operations Associate at Trilogy Financial – Irvine, California

This is not a traditional marketing role. We are looking for a Marketing Operations Associate to provide assistance and organization to the department.

As a Marketing Operations Associate, you will be the first point of contact for the department: managing the request queue, shepherding compliance submissions through the approval process, supporting advisor-facing projects, and keeping everything moving on time. You are the person who ensures nothing falls through the cracks.

This role requires someone who is energized by process, precision, and follow-through. The ideal candidate thrives on checklists, takes pride in clean handoffs, and can hold the line with internal clients while staying professional and kind. Social media management and event coordination are on the horizon as the team grows, making this a strong foundation for a broader marketing career in financial services.

Essential Duties / Responsibilities

• Manage marketing compliance submissions end-to-end: submit materials, track status, review reviewer notes, implement required changes, and obtain final approval.
• Review all outgoing marketing content (emails, blogs, business cards, social posts) for compliance, brand consistency, and proofreading accuracy.
• Maintain organized records of all compliance submissions and approval history.
• Own the Marketing Queue: intake creative requests, assign timelines, track deliverables, and communicate status updates to requestors.
• Act as the department’s primary point of contact for incoming inquiries, routing messages to the right team members and managing expectations proactively.
• Support the ongoing progress of all department projects, flagging road blocks early and helping drive items to completion.
• Serve as a key resource for financial advisors submitting marketing requests, guiding them through the compliance and approval process.
• Manage onboarding materials for new hires, including email signatures, title approvals, website bios, and business cards.
• Communicate clearly and professionally with advisors, including those with high expectations and strong personalities.
• Support marketing campaigns and departmental administrative tasks.
• Assist with coordinating internal and external events as needed.
• Other duties as assigned.

Benefits Summary

• 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.

Visa Sponsorship is Not Available

• Exceptional attention to detail – accuracy is non-negotiable in this role.
• Strong organizational skills with the ability to manage multiple projects and deadlines simultaneously.
• Clear written and verbal communication; comfortable setting expectations with internal clients.
• Process-oriented mindset: you build systems, document steps, and follow through.
• Ability to learn new software quickly.
• Professional demeanor and ability to maintain confidentiality.
• Comfortable with repetitive, precision-dependent work.

Minimum Qualifications

• High school diploma required; associate’s or bachelor’s degree preferred.
• 1–2 years of experience in an administrative, operations, compliance support, or project coordination role.
• Experience in a regulated industry (financial services, legal, healthcare) is a strong plus.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Experience with a CRM, ticketing system, or shared work queue is preferred.
• Client service or internal stakeholder management experience preferred.

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.

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