Administrative and Operational Support

You will provide high-quality administrative and operational support to Distribution Channels and Agency, focusing on licensing and record management, Agency administration, documentation, stakeholder coordination, and continuous process improvement/digitalization.

Key Responsibilities

1. Channel Administration & Licensing Support

• Provide day-to-day administrative and operational support to Financial Institution (FI) and Bancassurance channels.
• Support licensing and registration processes for FI and Bancassurance channels.
• Maintain accurate system records for Technical Representatives (TRs) and bank staff.
• Coordinate with stakeholders to resolve administrative, licensing, and system-record issues.

1. Agency Administration & Operational Support

• Provide comprehensive administrative support to the Agency function.
• Support general departmental administration, including invoice processing and budget preparation.
• Coordinate enrolment and payment processes for benefits and programs offered to agents and agency leaders.
• Liaise with Channel Support, Finance, IT, Agency, and other functions to ensure accurate system records.

1. Documentation & Presentation Support

• Review, maintain, and update bilingual Agency manuals and operational guidelines.
• Prepare and format presentation materials, reports, and business documentation.
• Maintain proper documentation and records.

1. Process Improvement & Digitalization

• Participate in system enhancement, automation, and digitalization initiatives.
• Review existing administrative workflows and recommend improvements.
• Support implementation and testing of new or enhanced systems and processes.

1. General Support

• Provide timely support for ad hoc assignments, projects, and operational initiatives.
• Work collaboratively across functions to ensure smooth day-to-day operations.

Requirements

• Degree or above in any field
• Minimum 3 years of working experience in a financial institution
• Proficiency in both English and Cantonese, Mandarin
• Proficient with Microsoft Office
• Good communication and presentation skills