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.

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.