Client-Focused Office Coordinator | Growth & Training

Lee, Nolan & Koroghlian, LLC / a MassMutual Firm; Saddle Brook (NJ); On-site; USD 38,000 - 54,000; Full time

Job summary

Lee, Nolan & Koroghlian LLC, a MassMutual Company, is seeking an organized Office Coordinator to support daily operations and deliver exceptional service to clients, visitors, and team members. This entry-level role anchors front desk duties with training provided.

You will greet guests, manage calls, schedule meetings, maintain files, handle mail, and assist advisors and staff while upholding confidentiality. Two locations are Saddle Brook, NJ and Garden City, NY.

Qualifications

• 1-3 years of receptionist, administrative assistant, customer service, or office support experience preferred.
• Excellent verbal and written communication skills.
• Strong interpersonal skills with a professional and positive demeanor.
• Proficiency in Microsoft Office applications.

Responsibilities

• Greet and assist clients, visitors, and vendors in a courteous and professional manner.
• Answer and direct incoming phone calls promptly and accurately.
• Manage the reception area to ensure a positive client experience.
• Schedule and confirm appointments, meetings, and conference room reservations.
• Assist clients with paperwork and document collection as needed.
• Provide general administrative support to financial advisors and office staff.
• Prepare, organize, and maintain physical and electronic client files.
• Process incoming and outgoing mail, packages, and deliveries.
• Draft, proofread, and distribute correspondence and office communications.
• Perform data entry and maintain accurate records within firm systems.
• Order and maintain office supplies and equipment inventories.
• Coordinate office maintenance, vendor services, and facility needs.
• Assist with meeting preparation, including materials, refreshments, and room setup.
• Support special projects, events, seminars, and client appreciation activities.
• Ensure compliance with company policies and confidentiality standards.
• Utilize Microsoft Office Suite efficiently and maintain client records.

Job description

Lee, Nolan & Koroghlian LLC, a MassMutual Company, is seeking an organized Office Coordinator to support daily operations and deliver exceptional service to clients, visitors, and team members. This entry-level role anchors front desk duties with training provided.

You will greet guests, manage calls, schedule meetings, maintain files, handle mail, and assist advisors and staff while upholding confidentiality. Two locations are Saddle Brook, NJ and Garden City, NY.