Job Description
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 Lenox 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