Course Management Assistant Manager

Estate Planning Practitioner HK Ltd; Hong Kong; On-site; HKD 201,000 - 312,000; Full time

Job summary

Estate Planning Practitioner HK Ltd is seeking an organized administrator to support education programs, manage course materials, respond to student inquiries, liaise with regulatory bodies. The role also covers marketing materials, partner liaison and financial record keeping, offering a flexible schedule and opportunities for career development.

Requirements include a bachelor’s degree, Hong Kong residency, and fluency in Cantonese, Mandarin and English; prior experience in education or

Qualifications

• Bachelor’s degree or above.
• Fluent in written and spoken Cantonese, Mandarin and English.
• Meticulous, proactive and well-organised; capable of multi-tasking and cross-party coordination with strong compliance awareness.
• Prior working experience in education or training institutions is preferred.
• Understanding of CPD requirements for insurance industry is a plus.

Responsibilities

• Sort and upload course materials to official platforms; timely update course introductions, syllabus and schedules to ensure accurate and consistent online information
• Respond to student enquiries regarding course registration, payment, and general administrative matters; deliver professional and timely student support
• Liaise with Hong Kong education bureau for program registration, annual review and regular compliance filing; ensure all courses fully comply with local regulatory requirements
• Support social media operation and content posting for course promotion to enhance programe exposure and brand awareness in the industry
• Assist in designing and producing promotional materials including posters, copywriting and brochures for marketing campaigns
• Liaise with strategic partners including banks, insurance companies and financial institutions; support negotiation and coordination for customized corporate training programs and maintain long-term cooperative relationships
• Collect, sort and file company expense claims and receipts; upload company accounting record in a timely manner each month, maintain systematic records to ensure complete and traceable financial documentation
• Assist in tax document preparation and routine compliance work with Hong Kong tax filing procedures
• Perform other ad-hoc administrative, operational and marketing duties as assigned by supervisors

Skills

Cantonese

Mandarin

English

Attention to detail

Multi-tasking

Coordination

Compliance awareness

Education

Bachelor's degree or above

Job description

Key responsibilities

Sort and upload course materials to official platforms; timely update course introductions, syllabus and schedules to ensure accurate and consistent online information

Respond to student enquiries regarding course registration, payment, and general administrative matters; deliver professional and timely student support

Liaise with Hong Kong education bureau for program registration, annual review and regular compliance filing; ensure all courses fully comply with local regulatory requirements

Support social media operation and content posting for course promotion to enhance programe exposure and brand awareness in the industry

Assist in designing and producing promotional materials including posters, copywriting and brochures for marketing campaigns

Liaise with strategic partners including banks, insurance companies and financial institutions; support negotiation and coordination for customized corporate training programs and maintain long-term cooperative relationships

Collect, sort and file company expense claims and receipts; upload company accounting record in a timely manner each month, maintain systematic records to ensure complete and traceable financial documentation

Assist in tax document preparation and routine compliance work with Hong Kong tax filing procedures

Perform other ad-hoc administrative, operational and marketing duties as assigned by supervisors

About you

Bachelor's degree or above

Must hold valid Hong Kong residency status

Fluent in written and spoken Cantonese, Mandarin and English

Meticulous, proactive and well-organised; capable of multi-tasking and cross-party coordination with strong compliance awareness

Prior working experience in education or training institutions is preferred

Candidates with basic knowledge or strong interests of family wealth inheritance, cross-border wealth management and financial training are highly preferred

Understanding of CPD requirements for insurance industry is a plus

Training in family wealth succession and professional network building within financial institutions and the industry

Streamlined organizational structure with relatively flexible working hours

No business travel required

Comprehensive employment benefits provided

Exposure to high-end financial education, family wealth planning and certification programes

Structured workflow, supportive team environment and long-term career development opportunities

About us

We are a Hong Kong-based financial education and wealth management team specializing in certification programes.