Lenox Advisors

Team Support Coordinator - Finance

Job Location 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 need for a Team Support Coordinator in our Finance department.  The Finance Team Support Coordinator provides daily operational and administrative support to the Corporate Finance team.


What you’ll be doing:

  • Uses Quickbooks to prepare monthly billing of producer support charge and receive payments. Runs Aged Receivable reports for review by management.
  • Processes credit card payments via merchant account.
  • Logs all incoming checks for weekly deposit.
  • Generates checks for medical records, licensing, and petty cash.
  • Issues petty cash disbursements.
  • Generates monthly expense reports and tracks / maintains select expense logs for managers.
  • Submits reimbursements for medical records to insurance carriers.
  • Searches for and obtains unclaimed carrier funds.
  • Assists team with preparing documents for audits by parent company.
  • Serves as Intranet Administrator for the department.
  • Performs additional administrative duties including managing the team calendar, conference room scheduling, scanning, filing, end of year archiving, and distributing statements / reports.
  • Works with entire department on completing various projects and achieving departmental goals


What we’re looking for:

The successful candidate will have a Bachelor’s degree in Accounting. Relevant experience in accounting/bookkeeping and/or solid internship experience preferred. Must be proficient in Word and Excel. Must be highly organized, detail oriented, able to multi-task effectively and possess exceptional follow-through abilities. Experience using QuickBooks is preferred. Experience in financial services/insurance is a plus.   


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