Office Administrator

Description

Lido Advisors LLC is seeking a dynamic and organized Office Administrator to join our team. As a vital member of our esteemed financial advisory firm based in our Mequon, Wisconsin office, you will play a key role in ensuring the smooth operation of our office environment and delivering an exceptional experience to both clients and visitors. 

The successful candidate will thrive in a fast-paced environment, exhibit professionalism, and contribute to a collaborative, high-functioning team atmosphere. As our Office Administrator, you will manage a variety of office and administrative responsibilities, including supporting our Client Service Team, Wealth Advisors, and other departments as needed.

Responsibilities:

Office Management & Visitor Experience:

• Greet and welcome all visitors in a professional and friendly manner, building rapport with regular guests.
• Maintain the general appearance and cleanliness of conference rooms, kitchen, coffee areas, and other shared spaces.
• Monitor conference room schedules and ensure readiness for meetings.
• Coordinate mail, package deliveries, and assist with UPS/FedEx shipments.
• Build relationships with vendors and manage supply orders for the office.
• Oversee office presentation, including working with vendors for building maintenance (e.g., landscaping, HVAC, snow removal).

Administrative Support:

• Manage incoming phone calls, screen, and forward to the appropriate team members.
• Print, bind, and prepare family presentations and other client-related documents.
• Plan and coordinate lunches and refreshments for client, vendor, and internal meetings.
• Assist with the distribution of quarterly family performance reports and other client communications.

Team Support:

• Assist the Client Service Team with onboarding, family paperwork, and CRM updates.
• Provide administrative support to the COO with tasks such as accounts payable/receivable, compliance, and expense reimbursements.
• Support Wealth Advisors with various tasks, depending on candidate skills and interest.

Notary Responsibilities:

• Obtain a Notary license within six months of employment and provide notarization for documents as required.

Requirements

• High school diploma or Associate’s Degree preferred.
• Notary license preferred; support will be provided to obtain the license within the first six months.
• Previous administrative experience in a financial services environment is a plus.
• Strong organizational skills, attention to detail, and the ability to multitask effectively under pressure.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and familiarity with Adobe.
• Excellent communication and problem-solving skills.
• Professional demeanor with a demonstrated client service mindset.
• Ability to maintain strict confidentiality and handle sensitive information with discretion.
• Positive, helpful attitude and the ability to work independently and as part of a collaborative team.

We are an equal-opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other class protected by federal, state, or local law. In addition, we do not discriminate against qualified applicants with arrest or conviction records.

The successful candidate’s starting pay will be determined based on job-related skills, experience, qualifications, work location, and market conditions. The range below is an estimate and may be modified in the future.

#LI-JM1