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Business Support and Operations Coordinator

Business Support and Operations Coordinator

The Family Office CompanyRiyadh, Riyadh Region, Saudi Arabia
4 days ago
Job description

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.

2- 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.
  • 3- 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.
  • 4- 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.
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