企業業務部助理 (Corporate Solutions Assistant)

About the role

This is an administrative support role focused on coordinating meetings, managing communications, maintaining documentation systems, and providing operational support to a team in the financial services sector.

Key responsibilities

• Arrange meetings with consultants, clients and business partners
• Handle daily mail processing (scanning, electronic filing) and arrange courier services
• Create and manage group discussions with consultants and partners, maintaining good interaction
• Manage document creation, implement unified naming conventions and systematic filing
• Assist in preparing, organising and conducting preliminary review of client insurance application materials
• Send renewal notifications to consultants or clients and follow up on renewal progress
• Assist in tracking premium payment status and settlement progress
• Accurately input policy data into company systems and designated Excel spreadsheets
• Manage backup cloud folders and timely update product manuals and latest spreadsheets
• Support department administrative logistics, prepare announcements, arrange reception and other assigned tasks

About you

• Bachelor's degree or above
• 1 year or more experience in business administration, sales support or department administration (experience in financial services or insurance industry preferred)
• Holding IIQE Licenses Paper 1, 2, and 3 is required (Pass in IIQE Paper 1: Principles and Practice, Paper 2: General Insurance, and Paper 3: Long Term Insurance)
• Proficient in MS Office (Excel, Word) and WeCom (enterprise WeChat)
• Good Cantonese and Mandarin, with basic English reading and writing ability
• Careful work approach, strong communication and coordination skills, with good multi-tasking and follow-up abilities