Global Receptionist & Admin Coordinator — Flexible Role

Lido Advisors; Hawaii; On-site; USD 42,000 - 64,000; Full time

Job summary

Lido Advisors, LLC, an established wealth management firm, seeks a Global Receptionist & Administrative Coordinator to be the firm’s primary contact for inbound calls and provide administrative support across the organization.

The role is on-site and full-time, with duties spanning call handling, calendar coordination, correspondence, and data entry, while supporting multiple departments and maintaining professional client experiences.

Qualifications

• Minimum of 2 years in receptionist/front desk/administrative role.
• Warm, professional phone manner.
• Strong organizational skills with attention to detail.
• Reliable with ownership and follow-through.
• Ability to manage multiple priorities and follow up.
• Excellent verbal and written communication.

Responsibilities

• Serve as the firm’s primary point of contact for inbound calls across the organization.
• Answer calls promptly, professionally, and with consistent Lido brand experience.
• Identify the nature of each call and route callers accordingly.
• Warm-transfer existing clients to their Wealth Advisor or appropriate team.
• Route prospective clients to the appropriate CRM or Advisory team.
• Direct vendors and external inquiries to internal contacts.
• Manage voicemail end-to-end, with routing and timely follow-up.
• Maintain an organized call log and track inbound activity.
• Schedule and coordinate meetings and calendar logistics.
• Provide general administrative support across departments.

Skills

Phone manners

Organizational skills

Communication skills

MS Office

Independent work

Remote work ability

Tools

Salesforce

Job description

Lido Advisors, LLC, an established wealth management firm, seeks a Global Receptionist & Administrative Coordinator to be the firm’s primary contact for inbound calls and provide administrative support across the organization.

The role is on-site and full-time, with duties spanning call handling, calendar coordination, correspondence, and data entry, while supporting multiple departments and maintaining professional client experiences.