trilogyfinancial.com
This entry-level role supports the Trading Department with daily operational tasks, including data entry, trade execution support, and quality assurance checks to maintain portfolio integrity. The position involves generating trading reports, resolving discrepancies with internal teams, and communicating with advisors and operations staff. It offers growth potential for high performers to advance to a Trader position.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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trilogyfinancial.com didn’t post a salary, so this is our estimate from similar listings.