On-Site Global Receptionist & Admin Coordinator

Lido Advisors, LLC; Northern (KY); Hybrid; USD 32,000 - 52,000; Full time

Job summary

Lido Advisors, LLC is seeking a Global Receptionist & Administrative Coordinator to be our primary contact for inbound calls and to provide broad administrative support. This on-site, full-time role ensures prompt, professional call handling, accurate routing, and organized records across the firm.

The position emphasizes a professional client experience and collaboration across departments. The ideal candidate will have at least 2 years in a receptionist or front-desk role, strong Microsoft

Qualifications

• Minimum 2 years in receptionist/front desk/administrative role.
• Excellent phone manner and customer service.
• Strong organization and attention to detail.
• Proficient in Microsoft Office (Outlook, Word, Excel).

Responsibilities

• Answer inbound calls promptly and professionally.
• Identify caller type and route to appropriate internal contact.
• Warm-transfer existing clients to Wealth Advisor or team.
• Route prospective clients to Client Relationship/Advisory team.
• Direct vendors and recruiters to the appropriate internal contact.
• Manage voicemail end-to-end and follow up on messages.
• Schedule and coordinate meetings and calendar events.
• Maintain organized records of contacts, messages, and follow-ups.

Skills

Receptionist

Customer service

Calendar management

Phone etiquette

Data entry

Tools

Microsoft Office

Job description

Lido Advisors, LLC is seeking a Global Receptionist & Administrative Coordinator to be our primary contact for inbound calls and to provide broad administrative support. This on-site, full-time role ensures prompt, professional call handling, accurate routing, and organized records across the firm.

The position emphasizes a professional client experience and collaboration across departments. The ideal candidate will have at least 2 years in a receptionist or front-desk role, strong Microsoft