AM, Sales Personnel, Channel & Agency Support

Job Description:

Administrative support to Channels

• Support licensing process for FI channels & Bancassurance Channel

• Maintenance of system record for TR under FI Channel & Bank Staff for Banca Channels   

Administrative support to Agency

• Provide administrative support to Agency including maintain secretary registry, name card ordering, prepare reference letter & reply IRD letter, etc.

• Provide administrative support to the department includes handle invoice payment, prepare department budget, business continue plan, etc.

• Handle the enrollment and payment for various benefits offer to agents and agency leaders

• Co-ordinate with counterparties (Channel support, FIN, IT and Agency) to ensure accurate system record keeping

• Assist immediate manager to maintain daily operation run smoothly and improve quality of deliverables

Document preparation

• Review and update bilingual agency manuals and guidelines

• Assist in preparing presentation materials for supervisor

Process improvement & digitalization

• Participate in system enhancement / digitalization projects  

• Assist supervisors to streamline workflows/process by providing recommendations to improve job efficiency and accuracy.

• Preform the tasks assigned by supervisors

Requirements

• Degree or above in any field

• Minimum 3 years of working experience in financial institution, relevant experience in and administrative support to distribution channels, agency movement, agency benefits and administrative support is preferred.

• Proficiency in both English and Cantonese, Mandarin

• Proficient with Microsoft office

• Good command of both spoken and written English and Chinese.

• Good communication and presentation skills