Lido Advisors · 1 month ago
Front Office Administrator
Boca Raton, FL (On-Site)
Full-time
Onsite
New Grad, Entry LevelLido Advisors is a highly respected investment financial advisory firm seeking a motivated and professional Front Office Administrator. The role involves being the first point of contact for clients, providing administrative support, and maintaining an organized front office environment.
Financial Services
Responsibilities
Welcoming visitors by greeting and announcing them appropriately
Answering, screening, and forwarding any incoming phone call while providing information when needed
Receiving, sorting, and organizing daily mail/deliveries
Daily maintenance of our kitchen and three conference rooms insuring they are set-up and clean throughout the day. This includes the set up and cleanup of daily luncheons
Send and receive faxes, UPS, Fed Ex, and supply orders
Ensuring a clean and organized work environment; periodically finding new efficiencies for the front desk
Perform other clerical duties such as filing, scanning, photocopying, faxing, etc
Obtain a Notary license within six months of employment and notarize documents as needed for executives and/or clients
Provide support to various teams across the firm, including but not limited to assisting the Human Resources team with various onboarding tasks as necessary
Qualification
Required
Highschool Diploma or Associate's Degree preferred
Can exhibit a high level of professionalism
Proficient with Microsoft Office Suite, specifically Microsoft Excel
Ability to organize, multitask prioritize and work under pressure
Ability to be resourceful and proactive in dealing with issues that may arise
Must be reliable, dependable, and handle confidential information with discretion
Preferred
Notary license preferred but not required. The firm will provide support to have the Front Office Administrator obtain the license within the first six months of employment
Company
Lido Advisors
Lido has deep roots in the family office space in which teams of professionals are dedicated to managing the investment and financial life of a single ultra wealthy family.
Founded in 1999
201-500 employees
H1B Sponsorship
Lido Advisors has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2022 (1)
Funding
Current Stage
Growth StageLeadership Team
Vivek Dhayagude
Chief Technology Officer
Stacy Beattie
Chief Operating Officer
Company data provided by crunchbase