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