Key Responsibilities:
     1.            Administrative Support:
       •     Manage and maintain accurate records of all company transactions and client interactions.
       •     Prepare and process documents, contracts, and reports.
       •     Handle correspondence, emails, and phone calls related to back office operations.
     2.            Data Management:
       •     Enter and update data in the company’s CRM and other databases.
       •     Ensure the accuracy and completeness of data records.
       •     Generate reports and provide data analysis as needed.
     3.            Coordination:
       •     Coordinate with the front office, sales, and other departments to ensure seamless operations.
       •     Assist in scheduling and organizing meetings, appointments, and events.
       •     Support the logistics and inventory management processes.
     4.            Customer Support:
       •     Assist in handling customer inquiries and issues that require back office intervention.
       •     Ensure timely resolution of customer complaints by coordinating with relevant departments.
       •     Provide support to the customer service team as needed.
     5.            Compliance and Documentation:
       •     Ensure all company processes and activities comply with internal policies and regulatory requirements.
       •     Maintain confidentiality and security of company and customer information.
       •     Prepare and maintain detailed documentation of back office procedures.
     6.            Process Improvement:
       •     Identify areas for process improvement and efficiency enhancement.
       •     Implement best practices for back office operations.
       •     Participate in training sessions and workshops to enhance skills and knowledge.
Qualifications:
  •   Skills:
       •     Strong organizational and multitasking abilities.
       •     Excellent attention to detail and accuracy.
       •     Proficiency in using Microsoft Office and CRM software.
       •     Good communication and interpersonal skills.
Preferred Attributes:
  •   Experience in data management and analysis.
  •   Knowledge of financial products and services.
  •   Ability to work independently and as part of a team.