Administrative and Operational Support

Sun Life · Hunghom, Kowloon 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 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. 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. 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. 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. 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