Trinity Financial Services LLC – Executive Assistant

Trinity Financial Services: Experience in Real Estate and Financial Strategy

Trinity Financial Services, LLC has built its reputation around deep experience in the distressed real estate and financial services industry. With decades of combined expertise, the company focuses on helping clients navigate opportunities within complex markets such as real estate–owned (REO) properties, performing and non-performing notes, and other investment assets. As economic cycles create both challenges and opportunities, Trinity positions itself as a partner for investors looking to identify and act on strategic real estate investments.

The firm provides a range of financial services designed to support investors interested in purchasing notes and distressed property assets. Because timing often plays a critical role in these markets, Trinity offers a fast bid process that allows potential investors to receive responses within just a few business days. This approach helps clients evaluate opportunities quickly and move forward when the right investment appears.

Trinity Financial Services also serves as a consulting resource for credit unions and community banks. Founded with the involvement of experienced financial executives and consulting professionals, the company offers industry knowledge in areas such as consumer lending, mortgage lending, and credit union operations. By bringing together specialists from different financial disciplines, the firm provides strategic guidance to institutions seeking to strengthen their lending programs and operational efficiency.

Whether working with investors seeking new real estate opportunities or financial institutions looking for expert consulting, Trinity emphasizes long-term relationships and practical solutions. Headquartered in Newport Beach, California, the company focuses on helping clients turn market challenges into growth opportunities—placing strategic thinking and client success at the center of its services.

Executive Assistant – Trinity Financial Services LLC

Trinity Financial Services, LLC. is a leading acquirer of distressed residential real estate. Trinity has developed into a diversified, vertically integrated company, expanding its business to include non-performing loans, residential property rehabilitation, residential sales, and property management.

Responsibilities:

Assist with office administration and management and business operations
Manage calendar, including scheduling appointments, meetings, conference calls, and coordinating travel
Act as a point of contact for vendors and track vendor compliance and billing
Maintain contacts list, passwords, and other important information for office and executive team
Act as a primary Human Resource contact for staff and coordinate with outside human resources counsel, as needed
Maintain personnel files and coordinate periodic reviews with managers
Greeting clients in a courteous, professional manner
Personal errands and general offices duties as assigned
Keeping inventories and ordering supplies/equipment as needed;
Carrying out special projects; and
Performing various internet research

Candidates would need to have reliable transportation and the ability to commute into an office in the Jupiter/West Palm Beach area.

Bachelor’s Degree or equivalent working experience required
Proficient in Microsoft Office, including Excel
Excellent organizational skills and strong attention to detail
Excellent verbal and written communication skills
Integrity and professionalism
Strong work ethic with the ability to balance and prioritize high volume workload
This self-starter candidate should be an enthusiastic team player, offer innovative ideas, and have the ability to manage multiple priorities

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