Automate Wealth Management Limited
Assistant /Officer - Operations
A week ago
Job Duty
Job Responsibilities: • Process and handle New Business and Service Request • Provide clerical support for record keeping purpose, such as data entry, scanning and filing etc. • Work with different internal departments and external parties for business support purposes • Work with financial advisers on pending cases and service requests • Assist in any ad-hoc tasks or duties as requested Job Requirements: • Diploma in Business Administration or other related disciplines • Minimum 1 years working experience in the business support and administration area • Relevant IFA working experience is a definite plus • Self-motivated, independent and able to work under pressure • Good command of both spoken and written English and Chinese. Fluent in Putonghua is an advantage • Candidate with more experience will be considered as Officer
Allowance & Benefit
Other
• 14 days Annual Leave • Double Pay • Performance Bonus • 5-day week • Travel Allowance • Medical Plan • Birthday Leave (Half Day) • Work From Home
Work Address
中環
Timetable
Mon to Fri
09:30 - 17:30
Requirement
Education:
Higher Diploma / Certificate
Skill:
Chinese Word Processing
Microsoft Excel
Microsoft Word
Language:
Spoken Skill
Cantonese
English
Mandarin
Written Skill
Chinese
English
About Company
Established in 2018, AutoMate Wealth Management Limited (AWM) focuses on motor insurance and seeks the most favorable and suitable solution for vehicle owners. Besides, our professional team will also provide life coverage, savings or various commercial insurance services, such as contractors' all risks, professional liability and employees' compensation, etc. We are committed to finding the most suitable insurance solutions for our valued customers. 理德財富管理有限公司(AWM)成立於2018年,專注汽車保險,為眾車主尋求最優惠和合適的車保。除車保外,我們專業的團隊也會為客戶提供人壽儲蓄或各種商業保險的服務,例如工程保、專業責任保及勞工保險等,致力為客戶尋求最合適的保險解決方案。