Business Operations Coordinator

4 days ago

Sydney, New South Wales, Australia beBeeOperations Full time
Job Title: Business Operations Coordinator

We are seeking a highly organized and experienced professional to oversee daily operations and administrative functions within our finance and insurance business.

Key Responsibilities:
  1. General Office Administration
  • Manage office operations across teams ensuring seamless workflow and productivity.
  • Act as liaison between teams and ensure timely communication.
  • Maintain calendars, schedules, and staff task trackers.
  • Oversee document control, file management, and client record accuracy.
Team & Workflow Management
  • Allocate tasks to admin and operations staff.
  • Monitor workload and ensure deadlines are met.
  • Assist with onboarding, training, and performance support of internal teams.
  • Coordinate leave requests, timesheets, and team communication tools.
Compliance & Quality Control
  • Ensure processes follow industry standards and regulatory requirements.
  • Review client files for completeness and compliance before submission.
  • Track key deadlines and flag risks.
Client Support & Relationship Management
  • Act as point of contact for escalated client issues.
  • Oversee service delivery standards and ensure a seamless client experience.
  • Ensure timely issuance of documents and updates.
Software & Systems Oversight
  • Administer core tools such as CRM systems, finance/insurance software, and cloud-based tools.
  • Monitor workflows, update templates, and recommend automation improvements.
  • Support digital onboarding and integrations with partners.
Requirements:
  1. At least 3 years experience in office management or operations role, preferably in finance or insurance.
  2. Strong understanding of financial services, insurance broking, or mortgage processes.
  3. High attention to detail and strong time management skills.
  4. Strong communication and leadership skills.
  5. Familiarity with CRM systems, finance/insurance software, and cloud-based tools.
  6. Tier 2 or Tier 1 General Insurance certification preferred or willingness to obtain.
Additional Information:

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