Business Support

Business Support Coordinator

Thinking about a career switch or just want to deepen your experience in the finance sector

Here is an exciting new opportunity to embrace a Business Support Staff role, where you will be responsible for providing administrative and operational support to ensure smooth day-to-day business activities. In this role, you will handle key administrative tasks, coordinate with advisors and clients, and maintain accurate documentation to support business operations efficiently.

Key Responsibilities:

• Handle administrative requests and respond to enquiries from advisers and clients in a timely manner.
• Assist in daily administrative operations, including documentation, coordination, and follow-up.
• Maintain and organize digital and physical filing systems to ensure efficient record retrieval.
• Monitor and track pending or outstanding items, ensuring timely follow-up and closure.
• Prepare and send letters, forms, and other business correspondence.
• Review submission documents, prepare required documents for processing.
• Generate client quotations and prepare product comparison materials.
• Support the execution of investment trades.

Job Requirements:

• Proficient in Microsoft Office applications (Word, Excel, PowerPoint) and general computer usage.
• Strong attention to detail with excellent organizational and follow-up skills.
• Quick learner with adaptability to a fast-paced work environment.