Business Support and Operations Coordinator

Shape the Way We Work – Join Our Team as a Business Support and Operations Coordinator

Are you highly organized, proactive, and ready to take on a dynamic, multi-faceted role? We're looking for a Business Support and Operations Coordinator to help drive operational efficiency, support business development initiatives, and ensure a seamless client onboarding experience.

In this role, you’ll collaborate closely with stakeholders, manage essential processes, and take ownership of tasks that keep things running smoothly — from CRM updates and research to scheduling and day-to-day administrative support.

If you thrive in a fast-paced environment, enjoy variety in your day, and take pride in making things happen behind the scenes, this could be the perfect opportunity for you.

Role and Responsibilities:

1- Client Onboarding:

■ Prepare and coordinate onboarding documentation in line with established guidelines.

■ Maintain a structured and organized filing system for all onboarding records.

■ Liaise with stakeholders to ensure smooth post-onboarding transitions.

■ Follow up with Relationship Managers (RMs) for any missing or exceptional documentation.

■ Ensure onboarding is completed within defined SLAs.

■ Generate regular reports on onboarding status and key metrics.

• Business Support & Lead Management
  
  

■ Maintain and update the CRM system with accurate and current information.

■ Schedule meetings with prospective clients via phone and email, including cold outreach when needed.

■ Perform name clearance and duplicate checks to ensure data integrity.

■ Track meeting outcomes and follow up with RMs to capture progress and next steps.

■ Collaborate with RMs to support timely and aligned business development efforts.

• Office Administration
  
  

■ Provide administrative support including scheduling, correspondence, and document handling.

■ Coordinate logistics for internal meetings and manage office supplies.

■ Assist in formatting and watermarking internal presentations.

■ Greet and assist visitors, maintaining a professional office environment.

• Lead Generation
  
  

■ Conduct research to identify and qualify potential new leads.

■ Gather and verify lead information, including contact details and LinkedIn profiles.

■ Ensure CRM records are accurate and complete before initiating outreach.

■ Enrich existing leads with relevant data to support conversion efforts.

Qualifications Required:

■ 2-4 years of work experience in Business Support, Onboarding Officer, Research Specialist, or a related field.

■ Bachelor’s degree in accounting, marketing, administration, or related discipline.

■ Proficiency in English, with effective communication skills in both written and spoken forms.

■ Hands-on experience with CRM systems.

The Family Office is an independent wealth management firm offering customized investment solutions in alternative asset classes, including private equity, private debt, and real estate. Serving high-net-worth individuals and families, we provide tailored strategies to address unique financial needs with a focus on transparency, diversification, and long-term value.

With a commitment to excellence and decades of expertise, The Family Office helps clients preserve and grow their wealth across generations.