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...
What We’re Looking For
What We Offer
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 :
holly@trinity.com
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:
Schedule:
Work Location: In person
...Are you eager to develop new skills while working remotely? If you have a passion for travel and are looking to break into a trillion... ...& Payments Manage travel reservations and secure seamless transactions. &##128313; Itinerary Management Adjust and refine travel...
...taken as an all inclusive list of responsibilities, duties and skills required, of an individual assigned to this job. The Radiology Transporter transports patients to and from the Radiology Department. Other duties include but are not limited to; Darkroom duties, ordering...
Responsibilities We are seeking an experienced and highly motivated Agile Scrum Master to join our dynamic team. As a Scrum Master, you will be responsible for facilitating agile practices, ensuring smooth implementation of Scrum frameworks, and empowering cross-functional...
...organization for over 30 years dedicated to the study, prevention, and treatment of obesity, is conducting a search for its next Chief Executive Officer (CEO). With obesity rates rising at epidemic proportions and the development of new therapeutic agents, the obesity field...
...Candidates with the following experience are encouraged to apply: home health aide, caretaker, hospitality, carpet cleaners, general... ...reimbursement & weekly bonus opportunity. ~ We understand that cleaning may not be your long-term career, but we want to be the last stop...