Operations Executive
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Key skills for this role
About the Role
CitizenShip & Co. is hiring an Operations Executive to support immigration operations, client relationship management, HR, finance, and office administration. The role requires at least 2 years of experience in operations or related fields, strong organizational skills, and proficiency in Microsoft 365 and CRM tools.
Key Skills for This Role
Responsibilities
- Develop and maintain expert knowledge of all Citizenship by Investment (CBI) and Residency by Investment (RBI) programmes
- Monitor government announcements, policy updates, processing times, eligibility criteria, government fees, investment options, and programme changes
- Maintain and regularly update internal programme guides, SOPs, knowledge bases, and operational documentation
- Support consultants by preparing complete and accurate client files
- Handle enquiries professionally via phone, email, WhatsApp, and other communication channels
- Manage and maintain Zoho CRM, record enquiries, update client records, track follow ups
- Manage day to day office operations, prepare reports, presentations, proposals, contracts
- Coordinate recruitment activities, support employee onboarding and offboarding
- Prepare invoices, assist with payroll processing, maintain expense records
- Use AI tools such as ChatGPT and Microsoft Copilot to improve productivity
Requirements
- Minimum 2 years' experience in operations, administration, immigration consultancy, HR, finance support, or corporate services
- Excellent written and spoken English
- Outstanding communication and customer service skills
- Strong organizational and multitasking abilities
- Excellent attention to detail and accuracy
- Ability to manage confidential information professionally
- Ability to work independently, prioritize tasks, and take ownership
- Fast learner with a proactive mindset
- Comfortable working in a fast paced environment
Full Job Posting
Overview
- CitizenShip & Co. is a premium advisory firm specialising in Citizenship by Investment (CBI), Residency by Investment (RBI), and Corporate Services. We're looking for a highly organised, proactive, and ambitious Operations Executive to become the operational backbone of our business.
Immigration Operations
- Develop and maintain expert knowledge of all Citizenship by Investment (CBI) and Residency by Investment (RBI) programmes
- Maintain up to date knowledge of Türkiye, Antigua & Barbuda, Dominica, Grenada, St Kitts & Nevis, Saint Lucia programmes
- Monitor government announcements, policy updates, processing times, eligibility criteria, government fees, investment options, and programme changes
- Continuously research new immigration opportunities and investment migration developments worldwide
- Maintain and regularly update internal programme guides, SOPs, knowledge bases, and operational documentation
- Support consultants by preparing complete and accurate client files
- Verify documentation before submission
- Ensure all information provided to clients remains accurate, compliant, and up to date
Client Relationship Management
- Handle enquiries professionally via phone, email, WhatsApp, and other communication channels
- Follow up with prospective and existing clients
- Build strong professional relationships with clients throughout their journey
- Schedule consultations and appointments
- Request outstanding documentation
- Keep clients informed throughout their application process
- Deliver exceptional customer service at every stage
CRM & Lead Management
- Manage and maintain Zoho CRM
- Record every enquiry accurately
- Update client records and communication history
- Track follow ups and sales pipeline stages
- Generate reports when required
- Maintain CRM accuracy and organisation
- Ensure no lead or client enquiry is missed
Office & Business Operations
- Manage day to day office operations
- Prepare reports, presentations, proposals, contracts, and business documentation
- Maintain organised digital and physical filing systems
- Coordinate meetings, calendars, office supplies, vendors, and administrative activities
- Improve workflows using automation and technology
- Recommend better systems and operational improvements
- Support management with strategic projects and daily business operations
HR Administration
- Coordinate recruitment activities and interview scheduling
- Support employee onboarding and offboarding
- Prepare employment documentation
- Coordinate employment visa and Emirates ID applications
- Maintain employee records, attendance, leave records, and HR documentation
- Assist with payroll preparation and HR compliance
Finance Administration
- Prepare invoices and financial documentation
- Assist with payroll processing
- Process business payments through Wio Business
- Maintain expense records and supporting documents
- Support bookkeeping and reconciliations using Zoho Books
- Assist management with day to day financial administration
AI & Technology
- Use Microsoft 365 daily, including Outlook, Word, Excel, PowerPoint, Teams, and OneDrive
- Use AI tools such as ChatGPT and Microsoft Copilot to improve productivity and automate repetitive tasks
- Research immigration programme updates using reliable government and industry sources
- Recommend new technologies, automations, and process improvements that increase efficiency across the business
Essential Requirements
- Minimum 2 years' experience in operations, administration, immigration consultancy, HR, finance support, or corporate services
- Excellent written and spoken English
- Outstanding communication and customer service skills
- Professional telephone, email, and WhatsApp etiquette
- Strong organisational and multitasking abilities
- Excellent attention to detail and accuracy
- Ability to manage confidential information professionally
- Ability to work independently, prioritise tasks, and take ownership
- Fast learner with a proactive mindset
- Comfortable working in a fast paced environment
Technical Skills
- Microsoft 365
- Zoho CRM
- Zoho Books
- Wio Business Banking
- Adobe Acrobat
- ChatGPT
- Microsoft Copilot
- Document management systems
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