Job Description

Join Us in Transforming Financial Futures

At Trinity Insurance & Financial Services , we’re more than a financial services firm—we’re a trusted partner in helping our clients secure peace of mind. Rooted in faith, we guide individuals through life’s financial journey 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 be joining a passionate group of professionals dedicated to simplifying retirement planning and financial services. As the welcoming heart of Trinity IFS, you’ll play a pivotal role in making exceptional first impressions and supporting seamless day-to-day operations. Your contributions help clients feel at home and empower our advisors to deliver world-class service.

Our Culture in Three Sentences

We are faith-driven, client-centered, and service-oriented. Our team thrives on collaboration, continuous 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: Office Administrator with Growth Potential

(Full-time | On-site in Dixon, IL | Growth Opportunities)

Your Role in a Nutshell

As our Front Desk Administrative Assistant, you’ll be the face and voice of Trinity IFS. Your work creates a warm and professional environment and ensures efficient coordination that allows our clients and advisors to thrive.

In addition to your in-office responsibilities, you’ll also assist with setting up and supporting our monthly educational seminars—typically held twice a month in Dixon, Freeport, and Rockford, IL, from 6:00–9:00 PM. Your time and travel will be compensated , including paid mileage .

How You’ll Make an Impact

Your organizational skills and welcoming presence will be essential in delivering the personalized, faith-guided financial service our clients expect. Every interaction you have will reflect our values and help build lifelong relationships.

What You’ll Love to Do

1. Greet visitors warmly and manage front desk operations with professionalism.

2. Schedule and coordinate appointments with accuracy and attention to detail.

3. Keep the reception area clean, organized, and welcoming.

4. Maintain and update client records in Wealthbox CRM (training provided).

5. Answer phone calls and direct inquiries with a helpful, positive attitude.

6. Assist with general data entry and filing to keep things running smoothly.

7. Collaborate with the team to ensure top-notch client service and support.

You’re a Great Fit If You...

• Catch every detail—typos don’t stand a chance.
• Are warm, professional, and make others feel comfortable immediately.
• Live for organization—calendars, files, and to-do lists are your thing.
• Stay calm and focused, even when priorities shift.
• Handle confidential information with the utmost discretion.
• Are aligned with a faith-driven mission and love helping others.

What We’re Looking For

• High school diploma or GED required.
• Entry-level position—no prior industry experience necessary.
• Proficiency with Microsoft Office (Word, Excel, Outlook).
• CRM experience a plus, but not required (we’ll train you).
• Excellent communication skills—written and verbal.
• Positive attitude, self-starter, and service-oriented mindset.
• A polished, professional appearance and demeanor.
• Alignment with our faith-based values.

What We Offer

• Collaborative, purpose-driven work environment
• Mentorship and on-the-job training
• Paid time off
• 401(k) with matching
• Health insurance and retirement plan
• Clear growth opportunities within the firm
• Salary: $31,200–$34,000
• Schedule: Full-time , Monday–Friday, 8:00 AM–4:00 PM (no weekends)

Work Location

This is an in-person role based at our office in Dixon, IL . We value real human connection and believe face-to-face collaboration helps us do our best work.

About Us

Trinity Insurance & Financial Services Inc. , based in Dixon, IL, is a fiduciary firm specializing in comprehensive financial planning, retirement strategies, and Medicare and Social Security enrollment services. We are committed to personalized, long-term relationships, guided by trust, open communication, and expert financial advice. Our mission is to give clients confidence and clarity in their financial future.

Ready to Apply?

If you’re someone who sees the big picture and loves diving into the details, we’d love to meet you. Apply now and start making a lasting impact.

Send your resume and a brief cover letter to :
[email protected]

Be sure to include why you’re excited about this opportunity and how your strengths align with our mission.

Job Type: Full-time

Pay: $15.00 - $16.35 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• Health insurance
• Paid time off

Schedule:

• 8 hour shift

Work Location: In person

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