Marketing Operations Associate

About The Company

Established in 1999, Trilogy has grown into a reputable nationwide financial services firm serving clients across the United States. With a commitment to building strong, lasting relationships and applying sound financial principles, Trilogy manages assets exceeding $4 billion. The company prides itself on fostering a collaborative and growth-oriented environment, emphasizing continuous development and mentorship for its employees. With a diverse, multi-generational staff of over 130 professionals, Trilogy understands the unique needs of its clients and strives to help them achieve their financial goals. The company's core philosophy is "never stop growing," reflecting its dedication to innovation, professional development, and client satisfaction.

About The Role

The Marketing Operations Associate role at Trilogy is a specialized position that supports the marketing department through organization, process management, and compliance oversight. This is not a traditional marketing role focused solely on creative or strategic tasks; instead, it emphasizes meticulous coordination, compliance, and administrative support. The successful candidate will act as the first point of contact within the department, managing requests, ensuring timely approvals, and maintaining accurate records of all marketing activities. This role offers a foundational opportunity for individuals interested in building a career in marketing within the financial services sector, with potential responsibilities expanding to social media management and event coordination as the team grows. The ideal candidate will thrive in a process-driven environment, demonstrating precision, follow-through, and professionalism in all interactions.

Qualifications

• High school diploma required; associate’s or bachelor’s degree preferred
• Minimum of 12 years of experience in administrative, operations, compliance support, or project coordination roles
• Experience in regulated industries such as financial services, legal, or healthcare is a strong plus
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Experience with CRM systems, ticketing platforms, or shared work queues is preferred
• Client service or internal stakeholder management experience is advantageous
• Exceptional attention to detail and accuracy is mandatory
• Strong organizational skills with the ability to manage multiple projects and deadlines
• Excellent written and verbal communication skills, with the ability to set expectations professionally
• Process-oriented mindset with the ability to build systems and document procedures
• Ability to learn new software quickly and adapt to changing priorities
• Professional demeanor with the capacity to maintain confidentiality
• Comfortable with repetitive, precision-dependent tasks

Responsibilities

• Manage marketing compliance submissions from initiation to final approval, including reviewing materials, tracking status, and implementing required changes
• Review all outgoing marketing content such as emails, blogs, social media posts, and business cards for compliance, brand consistency, and proofreading accuracy
• Maintain organized records of compliance submissions, approvals, and related documentation
• Oversee the marketing request queue by intake of creative requests, assigning timelines, tracking deliverables, and providing status updates to requestors
• Serve as the primary point of contact for internal inquiries, routing messages appropriately and managing expectations proactively
• Support the progress of departmental projects by identifying potential roadblocks early and assisting in driving tasks to completion
• Guide financial advisors through the marketing request and approval process, ensuring compliance standards are met
• Manage onboarding materials for new hires, including email signatures, bios, business cards, and title approvals
• Communicate effectively and professionally with advisors and internal teams, including those with high expectations or strong personalities
• Assist in supporting marketing campaigns and perform administrative departmental tasks as needed
• Coordinate internal and external events, providing logistical support as required
• Perform other duties as assigned to support the department’s goals and initiatives

Benefits

• Competitive hourly wage ranging from $22 to $25
• Comprehensive medical, dental, and vision insurance plans
• Life insurance and long-term disability coverage
• Supplemental insurance options
• Paid time off and holiday benefits
• Employee Advantage Program offering discounts and perks
• Employee Assistance Program for personal and professional support
• 401(k) retirement plan with company matching contributions
• Eligible profit-sharing opportunities
• Career development programs, mentorship, and ongoing education
• Team-building events and achievement awards, including trips

Equal Opportunity

Trilogy is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, or any other protected status under applicable law.