Support for handling business from consultancy, platform business and other distributors
Responsibilities :
Perform daily administration duties including screening new business application and other service request
Process transaction and handle enquiries including new business pending and post sales follow-up from consultant, platform business and other distributors
Responsible for providing policy documentation support for all lines of businesses, including data entry, administrative duties and ad-hoc support to the team
Update Operational Procedure Manual for related processes.
Assist in preparation of monthly operations reports for management purposes
Assist in ad-hoc projects as assigned
Requirements :
Bachelor’s degree in Business or related field, or with equivalent experience. Insurance / MPF knowledge is an advantage
Minimum 4 years’ of relevant experience in financial institutions
Relevant IFA / insurance / Bank company working experience is a definite plus
Proactive with positive working attitude.
Great attention to detail and accuracy of data input
Self-motivated, independent and a committed team player.
Fast learner and be able to cope with rapid changes and work under pressure
Proficiency in PC skills and MS office applications.
Good communication skills in both written and spoken Chinese (Cantonese & Mandarin) and English
We offer competitive remuneration including career prospects to the right candidate.
