Lenox Advisors

Team Support Coordinator - Corporate Executive Benefits

US-NY-New York


Who we are: 


Lenox Advisors is a full-service, multi-faceted financial services firm. Our clients hire us for our commitment to help them achieve long-term financial success. We have an immediate opportunity in our New York office for a Team Support Coordinator in our Corporate Executive Benefits department. This is an entry-level role responsible for handling the many logistics that support the entire enrollment cycle from kickoff meeting, progress meetings and final meetings to ensure a smooth experience for both internal clients (realationship managers) and external clients. Responsible for handling meeting scheduling and logistics, material distribution and providing administrative support to the Corporate Executive Benefits Team. The way in which this role is performed influences the first impression made to potential clients and the ongoing lasting impression of the quality of service our clients can expect, both internally and externally. 


What you'll be doing: 


Responsible For Handling All Corpore Executive Benefit Meeting Logistics:

  • Coordinates, schedules, and sends invites for all Corpore Executive Benefits team meetings
  • Sets up webex and a/v equipment, runs technology for the meeting presenters
  • Ensures prepared materials are ready for the presenters


Responsible For Printing and Mailings:

  • Prints brochures, assembles enrollment kits and distributes them to the RMs
  • Assists in creating and customization of internal and client communications
  • Prepares mailings to eligible employees
  • Assists with preparation of sales material for presentations to potential corporate clients

Provides General Administrative Support:

  • Responds to RMs and RM assistant’s questions and requests as needed throughout enrollments
  • Prepares and sends status reports to corporate clients
  • Handles all termination notifications and other miscellaneous enrollment administration
  • Provides general support to the Corpore Executive Benefits department
  • Marketing, Compliance, Lenox Intranet, and Mosaic updates


Who we're looking for: 


The successful candidate will be a recent college graduate who is detail-oriented and highly organized. This candidate will be extremely customer service oriented and have a desire to work with internal and external clients. Excellent oral and written communications skills are imperative. Strong technical skills, especially with Microsoft Excel and PowerPoint are a must. 


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