Business Support and Operations Coordinator

Overview

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.

Responsibilities

• Client Onboarding :

Prepare and coordinate onboarding documentation in line with established guidelines.

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

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

Conduct research to identify and qualify potential new leads.

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.

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