Team Support Coordinator, Corporate Executive Benefits

Summary: Lenox Advisors is a wealth management and insurance services firm that provides sophisticated solutions to high-net-worth individuals and their families. The Team Support Coordinator position is responsible for providing comprehensive support to the Account Implementation Team, focusing on the enrollment process and ensuring timely and accurate completion of 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 Required Qualifications: - 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 Required Skills: Microsoft Office, Organizational skills, Time-management skills Important Skills: Attention to detail Nice-to-Have Skills: Professionalism, Proactive follow-through, Willingness to learn, Teamwork Benefits: PTO & paid holidays, 401(k) with match, Exclusive discount programs, Health & wellness programs