Investment Operations Coordinator Featured

Touchstonejobs; Saddar; On-site; PKR 600,000 - 1,000,000; Full time

Benefits offered by this job

Medical Insurance

Training Programs

Transport for Females

Night shift

Lucrative Bonus

Job summary

Touchstonejobs seeks an Investment Operations Coordinator to support day-to-day operations of investment campaigns. You will coordinate administrative activities, manage client information, and assist cross-functional teams to maintain smooth workflows.

The ideal candidate will have strong communication, attention to detail, and proficiency with CRM and office tools. This role offers growth in a dynamic, fast-paced environment with opportunities in financial services.

Qualifications

• Bachelor’s degree in Business Administration, Finance, Management, or related field.
• Experience in administrative, operations, client support, or coordination roles is preferred.
• Experience with CRM platforms (Salesforce/HubSpot/Zoho) is advantageous.
• Exposure to financial services or investment industry is a plus.

Responsibilities

• Manage calendars, schedules, appointments, and meeting coordination.
• Organize meetings, prepare agendas, and compile materials.
• Maintain and update client records, documentation, and filing systems.
• Handle professional correspondence, including emails and phone inquiries.
• Prepare reports and presentations, and perform accurate data entry.
• Coordinate with internal departments to resolve client and operational issues.
• Maintain and update customer information within the CRM system.
• Monitor task progress and follow up on pending items to ensure timely completion.
• Support operational processes and contribute to process improvements.
• Assist management with administrative and operational tasks.

Skills

Organizational skills

Communication skills

Time management

Multitasking

Discretion

Education

Bachelor’s degree in Business Administration, Finance, Management

Tools

CRM platforms (Salesforce/HubSpot/Zoho)

Microsoft Office

Google Workspace

Job description

We are seeking a highly organized and detail-oriented Investment Operations Coordinator to support the day-to-day operations of our investment campaign. The ideal candidate will be responsible for coordinating administrative activities, managing client information, supporting internal teams, and ensuring smooth communication across stakeholders. This role requires excellent organizational skills, professionalism, and the ability to work efficiently in a fast-paced environment.

Key Responsibilities

• Manage calendars, schedules, appointments, and meeting coordination.
• Organize meetings, prepare agendas, and compile meeting materials.
• Maintain and update client records, documentation, and filing systems with accuracy and confidentiality.
• Handle professional correspondence, including emails, phone inquiries, and follow-ups.
• Prepare reports, presentations, and perform data entry with a high level of accuracy.
• Coordinate with internal departments to ensure timely resolution of client and operational issues.
• Maintain and update customer information within the CRM system.
• Monitor task progress and follow up on pending action items to ensure timely completion.
• Support operational processes and contribute to continuous process improvements.
• Assist management with administrative and operational tasks as required.

Qualifications & Requirements

• Bachelor’s degree in Business Administration, Finance, Management, or a related field is preferred.
• Prior experience in an administrative, operations, client support, or coordination role is preferred.
• Experience working with CRM platforms (e.g., Salesforce, HubSpot, Zoho, or similar) is an advantage.
• Background or exposure to the financial services or investment industry is a plus.
• Strong verbal and written communication skills.
• Excellent organizational, time management, and multitasking abilities.
• High level of professionalism, maturity, and discretion when handling confidential information.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint) and Google Workspace.
• Strong attention to detail and problem-solving skills.
• Ability to work independently while collaborating effectively with cross-functional teams.

Preferred Attributes

• Client-focused mindset with strong interpersonal skills.
• Ability to prioritize tasks and meet deadlines in a dynamic environment.
• Proactive, dependable, and solution-oriented.
• Quick learner with a willingness to adapt to new systems and processes.
• Medical Insurance
• Training Programs
• Market Competitive Salary + Lucrative Bonus
• Transport for Females
• Shift: Night