Team Support Coordinator, Corporate Executive Benefits
Lenox Advisors is a firm specializing in wealth management and insurance services for high-net-worth individuals. The Team Support Coordinator position provides comprehensive support to the Account Implementation Team, assisting with the enrollment process and ensuring smooth operations through various administrative tasks.
Responsibilities
- Schedule, organize, and coordinate meetings, including preparing agendas and follow-up materials
- Set up Zoom meetings and provide basic technical support as needed
- Gather and validate all enrollment information, including advisor licensing requirements
- Prepare and distribute enrollment materials and Outlook templates
- Coordinate with external vendors to ensure a smooth and timely enrollment process
- Respond promptly and professionally to calls, emails, and task requests
- Handle administrative tasks such as data entry, document preparation, and file management
- Support departmental projects by ensuring tasks are completed on schedule and meet quality standards
- Participate in quality assurance reviews to ensure accuracy and completeness of data
- Maintain internal databases with strong attention to accuracy, organization, and confidentiality
- Complete ad-hoc data projects as needed to support ongoing business operations
- Uphold strict data-security and confidentiality standards when handling sensitive information
Skills
- Strong organizational and time-management skills
- High attention to detail and accuracy
- Ability to manage multiple priorities and tight timelines
- Proficiency with Microsoft Office (Outlook, Excel, Word, Teams)
- Comfortable learning new systems and tools
- Proactive follow-through
- Professionalism in handling internal and external communication
- Willingness to learn and accept feedback from others
- Teamwork and collaboration
- Use good judgment to accomplish assignments without compromising the firm's integrity
- Demonstrates a high level of dependability in all aspects of the job
- Cope with change with optimism and positivity
- Willingly assist others who may need assistance with their day to day
- Takes responsibility and accountability
- Demonstrate openness to new organizational structures, procedures, and technology
- Effectively contribute to the work of the team
Benefits
- PTO & paid holidays
- 401(k) with match
- Exclusive discount programs
- Health & wellness programs
Company Overview