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Diploma of Secondary School

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Work in Kwun Tong with a 5-day work week

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assistant

Roots & Return Capital family office·Financial Services
HK$ *****
Diploma of Secondary School
Less than 1 year exp
HK work permit required
5 days per week, Fixed

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Work benefits
Insurance plan

Job Description
Working in Tseung Kwan O
Working hours 9-6

1. Accurate file management: Assist in handling customer application documents, policy review, and administrative affairs to ensure smooth and error-free processes.

2. Team file support: Coordinate the internal case submission progress of the team, and communicate and coordinate with the company's underwriting department.

3. Digital brand marketing: Assist in building and maintaining personal websites and social media (IG/FB), plan advertising placement and brand promotion.

4. Customer relationship maintenance: Assist in organizing customer database, scheduling customer interview appointments and post-purchase service follow-up.

[We are looking for]

Careful Magician: We need you to be highly sensitive to words and numbers.

Digital Talent: Have basic website construction logic or community editing experience, and transform rigid insurance information into attractive content.

Communication expert: Whether it's external (customers) or internal (company), you can maintain professional and friendly communication.

Active learning: willing to proactively optimize existing work processes, rather than just completing assigned tasks.
[Join us for the following reasons]

Diverse development space: In addition to administrative affairs, you will participate in advertising and website management, and master the future insurance industry's most important "digital development" skills.

[Job Application Method]

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Languages
Cantonese
English
Mandarin
Skills
Records Management
Administrative Operations
Clerical Work

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Kami Chan
Roots & Return Capital family office · 創辦人

Job Location

觀塘-Kwun Tong, Kwun Tong

觀塘巧明街

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Company Overview
We are a family office focused on high net worth family wealth management, dedicated to providing entrepreneurs and families with a one-stop, international wealth inheritance and life planning solution. Core business 🏛️ Family trusts and wealth transfer Through the innovative combination of law and financial instruments, achieve asset segregation, tax optimization, and intergenerational inheritance. 📈 Comprehensive asset planning Customize a global asset allocation plan that covers investment, insurance, real estate, and corporate equity planning. Education and life counseling Plan family members’ education path, identity arrangements and quality of life management, and achieve balanced development between wealth and life.
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