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.ResponsibilitiesSchedule, organize, and coordinate meetings, including preparing agendas and follow-up materialsSet up Zoom meetings and provide basic technical support as neededGather and validate all enrollment information, including advisor licensing requirementsPrepare and distribute enrollment materials and Outlook templatesCoordinate with external vendors to ensure a smooth and timely enrollment processRespond promptly and professionally to calls, emails, and task requestsHandle administrative tasks such as data entry, document preparation, and file managementSupport departmental projects by ensuring tasks are completed on schedule and meet quality standardsParticipate in quality assurance reviews to ensure accuracy and completeness of dataMaintain internal databases with strong attention to accuracy, organization, and confidentialityComplete ad-hoc data projects as needed to support ongoing business operationsUphold strict data-security and confidentiality standards when handling sensitive informationSkillsStrong organizational and time-management skillsHigh attention to detail and accuracyAbility to manage multiple priorities and tight timelinesProficiency with Microsoft Office (Outlook, Excel, Word, Teams)Comfortable learning new systems and toolsProactive follow-throughProfessionalism in handling internal and external communicationWillingness to learn and accept feedback from othersTeamwork and collaborationUse good judgment to accomplish assignments without compromising the firm's integrityDemonstrates a high level of dependability in all aspects of the jobCope with change with optimism and positivityWillingly assist others who may need assistance with their day to dayTakes responsibility and accountabilityDemonstrate openness to new organizational structures, procedures, and technologyEffectively contribute to the work of the teamBenefitsPTO & paid holidays401(k) with matchExclusive discount programsHealth & wellness programsCompany OverviewLenox Advisors is a financial services company offering financial planning, asset management, insurance, and risk management services. It was founded in 1992, and is headquartered in New York, New York, USA, with a workforce of 201-500 employees. Its website is http://lenoxadvisors.com.



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