Financial Services Agency Secretary
3 weeks ago
DUTIES :
- Plays a key role as a liaison personnel between Clients, Agency and Financial Institutions (e.g. Banks, Fund Houses, Insurance Companies).
- To assist the Agency on preparing quotations, submission of application documents for new businesses, follow-up and monitor the application process.
- To assist clients on their claims and to follow-up to ensure claims are properly processed.
- Follow up with clients on servicing-related matters.
- Assist the Agency in other administrative tasks.
- Management of Agency's daily operations.
- Preparation of agency slides and ensure dissemination of important information and training to Financial Advisors, Trading Representatives and Fund Managers.
- Checking and monitoring of BSC cases on a quarterly basis.
REQUIREMENTS :
- Candidate must possess at least A-levels, Diploma/Advanced/Higher/Graduate Diploma preferably specialized in Banking/Financial Services or equivalent.
- Able to communicate in English, Mandarin (to our English or Mandarin monolingual only speaking clients)
- At least 2 Year(s) of working experience in insurance-related departments (Sales, Backend processing etc) is required for this position.
- Candidates who have prior experience in running or assisted in running an insurance agency will be considered first.
REQUIRED SKILLS :
- Performs assigned tasks with reliability, honesty, and discretion
- Follows through on assigned tasks and meets assigned deadlines
- Demonstrates initiative and establishes priorities to complete tasks in the most efficient manner
- Determines best method of completing tasks with minimal or no supervision
- Uses independent judgment in completing tasks and meeting deadlines and manages occasional priority changes
We regret only short-listed candidates will be contacted for an interview.
Tell employers what skills you haveProduct Knowledge
Requirements Management
Microsoft Office
Due Diligence
Critical Thinking
Recruiting
Investment Banking
Administration
Reliability
Compliance
Administrative Support
Presentation Skills
Social Media Marketing
Team Player
Customer Service
Financial Services
Able To Work Independently
Service Delivery
Ability to Prioritize
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