Global Reception & Client Experience Coordinator

Lido Advisors; California (MO); On-site; USD 42,000 - 54,000; Full time

Job summary

Lido Advisors is seeking a Global Receptionist & Administrative Coordinator to serve as the firm’s primary contact for inbound calls and provide cross-organizational administrative support. The role is on-site, full-time, and requires calendar management, meeting logistics, and accurate record-keeping to ensure a professional client experience.

Primary duties include routing calls, voicemail management, and collaboration with Wealth Advisors and office teams.

Qualifications

• Minimum of 2 years in receptionist/front desk/administrative role or similar client-facing position.
• Ability to communicate warmly and professionally with clients and internal stakeholders.
• Strong organization, detail orientation, and reliable follow-through.
• Proficiency with Microsoft Office and basic CRM familiarity (Salesforce preferred).

Responsibilities

• Serve as the primary contact for all inbound calls and route to appropriate team.
• Manage voicemail, follow-up, and maintain call logs and records.
• Schedule and coordinate meetings and calendar invites.
• Provide general administrative support across departments as needed.
• Maintain professional client experience and assist with correspondence and data entry.

Skills

Exceptional phone manner

Strong organizational skills

Attention to detail

Time management / multitasking

Verbal and written communication

Microsoft Office (Outlook, Word, Excel

Independent work ethic

Tools

Salesforce

Microsoft Office 365

Job description

Lido Advisors is seeking a Global Receptionist & Administrative Coordinator to serve as the firm’s primary contact for inbound calls and provide cross-organizational administrative support. The role is on-site, full-time, and requires calendar management, meeting logistics, and accurate record-keeping to ensure a professional client experience.

Primary duties include routing calls, voicemail management, and collaboration with Wealth Advisors and office teams.