Admin Support (intermediate) (MAX 4349)

Perform insurance case manager role in the high net worth space which includes: Prepare policy illustration and client presentation materials for insurance specialist (English, Simplified/Traditional Chinese). Supporting Insurance Specialist with both new business and policy servicing transactions which include but not limiting to arranging medicals with clinics, submit supporting document to insurer, submit payment advice, liaising with internal and external stakeholders to move the different transactions, etc. Prepare policy review packs for incepted policies. Administrative duties like printing of documents, binding of documents, arranging local and overseas courier services. Provide cross support to Wealth Planning trust admin matters where required.

• See description for requirements.

• Benefits to be discussed.