外商業務行政助理 Sales Assistant (金融業)
Description
We are looking for talents who are interested in an Operation Support position within an international financial services environment, primarily responsible for supporting the sales team in daily operations and facilitating smooth internal and external coordination. We are looking for someone who is interested in the financial industry, detail-oriented, and highly organized, with the ability to thrive in a fast-paced and collaborative setting. This position is ideal for individuals who enjoy cross-functional teamwork, handling operational details, and gaining hands-on exposure to sales processes and business operations within a dynamic, global workplace.
Key Responsibilities:
1. Business and Sales Support
Provide day-to-day administrative and operational support to the sales team to ensure smooth business operations.
Assist in preparing sales-related documents, presentations, reports, meeting materials, and internal records.
Maintain and update client records, sales files, internal tracking logs, and related documentation with accuracy and completeness.
Support sales processes through documentation management, status tracking, and basic process coordination.
Assist in compiling sales data, management information, and periodic business reports.
Support the preparation of materials for internal control, audit, or compliance-related purposes where applicable.
2. Client and Internal Coordination
Act as a coordination point between the sales team and internal stakeholders, including Operations, Compliance, Product, Marketing, and other relevant teams.
Assist in handling general client enquiries and route matters to the appropriate sales or internal teams as needed.
Support the scheduling of client meetings, internal meetings, and follow-up action tracking.
Facilitate effective communication, follow-up, and coordination across teams to support timely execution of business matters.
3. Front Desk and Visitor Support
Handle incoming phone calls and maintain a professional and organized front desk area.
Assist with visitor registration, access management, visitor logs, and coordination with hosts and building procedures.
4. Mail, Courier, and Office Administrative Support
Receive, sort, and process incoming and outgoing mail, courier consignments, and daily official letters in accordance with local office arrangements.
Support daily Post Office delivery, stationery and office supplies ordering, invoice preparation, claim form input, and backup support for mailroom or administrative staff when required.
5. Facility and General Affairs Support (Only needed to provide coverage for a colleague during their absence)
Support facility-related administrative tasks, including maintenance requests, key management, cleaning service coordination, CCTV spot checks, and vendor communications.
Assist with annual fixed asset inventory checks during non-working days, with overtime compensation where applicable.
6. Event, Project, and Ad-hoc Support
Assist with company events, departmental activities, training sessions, internal initiatives, ad-hoc tasks, and cross-functional projects as required.
Benefit:
-Starting with 7 Days of Annual Leave upon joining
-Group Insurance
-CNY Bonus
-Performance Bonus
- 2 Holiday Bonus
-Health Check Allowance