Business Support and Operations Coordinator

Responsibilities

• Client Onboarding : Prepare and coordinate onboarding documentation in line with established guidelines.
• Client Onboarding : Maintain a structured and organized filing system for all onboarding records.
• Client Onboarding : Liaise with stakeholders to ensure smooth post-onboarding transitions.
• Client Onboarding : Follow up with Relationship Managers (RMs) for any missing or exceptional documentation.
• Client Onboarding : Ensure onboarding is completed within defined SLAs.
• Client Onboarding : Generate regular reports on onboarding status and key metrics.
• Business Support & Lead Management : Maintain and update the CRM system with accurate and current information.
• Business Support & Lead Management : Schedule meetings with prospective clients via phone and email, including cold outreach when needed.
• Business Support & Lead Management : Perform name clearance and duplicate checks to ensure data integrity.
• Business Support & Lead Management : Track meeting outcomes and follow up with RMs to capture progress and next steps.
• Business Support & Lead Management : Collaborate with RMs to support timely and aligned business development efforts.
• Office Administration : Provide administrative support including scheduling, correspondence, and document handling.
• Office Administration : Coordinate logistics for internal meetings and manage office supplies.
• Office Administration : Assist in formatting and watermarking internal presentations.
• Office Administration : Greet and assist visitors, maintaining a professional office environment.
• Lead Generation : Conduct research to identify and qualify potential new leads.
• Lead Generation : Gather and verify lead information, including contact details and LinkedIn profiles.
• Lead Generation : Ensure CRM records are accurate and complete before initiating outreach.
• Lead Generation : Enrich existing leads with relevant data to support conversion efforts.

Qualifications

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.

#J-18808-Ljbffr