
Client & Operations Coordinator
Posted Jul 25

Posted Jul 25
This is a fully remote position, open to applicants in Philippines.
• Deliver daily administrative and operational assistance to the team and clients.
• Manage client inquiries, follow-ups, internal assignments, and deadlines.
• Create and sustain documents, reports, templates, correspondence, and business records.
• Assist the Director and Practice Coordinator with general operational tasks.
• Recognize and escalate issues, delays, or responsibilities beyond the role's scope.
• Help enhance administrative processes and maintain organized workflows.
• Aid in planning and coordinating both internal and client-facing events.
• Prepare event workbooks, run sheets, checklists, timelines, and task assignments.
• Oversee attendee lists, registrations, bookings, vendor documentation, and event communications.
• Assist with venue coordination, scheduling, materials, and various event logistics.
• Conduct post-event follow-ups and keep precise event records.
• Help promote events through social media, email, CRM, and other approved platforms.
• Schedule and publish promotional content according to the marketing calendar.
• Develop basic promotional materials using tools like Canva.
• Maintain event landing pages and registration systems as needed.
• Monitor event registrations and provide updates or reports to management.
• Support general marketing and email communication efforts while ensuring brand consistency.
• Keep accurate and current client records in the CRM and other business systems.
• Enter, organize, upload, and maintain digital records and documentation.
• Ensure data integrity and that information is accessible and stored correctly.
• Assist with system updates, new tools, and process enhancements as required.
• Help prepare and format HR documents, contracts, onboarding packs, policies, and related materials.
• Maintain secure and precise employee and contractor records.
• Support onboarding and offboarding administrative tasks.
• Assist with compliance tracking, internal reporting, and documentation requirements.
• Ensure records are managed according to privacy and internal compliance protocols.
• A minimum of 2 years of experience in administration, operations coordination, client services, or a similar capacity.
• Background in client support, task coordination, and managing multiple priorities.
• Strong organizational abilities with exceptional attention to detail.
• Must demonstrate initiative and the capacity to prioritize tasks effectively.
• Proficient written and verbal communication skills in English.
• Skilled in Microsoft Office and Clickup (or similar platforms).
• Experience with CRM systems and other digital business platforms.
• Familiarity with Canva, social media, email marketing, or content scheduling tools is beneficial.
• Capability to create and maintain precise records, documents, and reports.
• Previous experience supporting an Australian business or collaborating with Australian clients is advantageous.
• Competitive salary and performance-based incentives.
• Opportunities for professional development and career advancement.
• Flexible working arrangements to support work-life balance.
• Collaborative and inclusive work environment.
• Access to company-sponsored events and team-building activities.
Lincoln Financial
Horizon3.ai
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