Document & Records Specialist - Admin Back-Office

Peoplebank Hong Kong Limited

Hong Kong

On-site

HKD 201,000 - 312,000

Full time

5 days ago
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Job summary

Peoplebank Hong Kong Limited is seeking a detail-oriented back-office assistant to support document scanning, indexing, and filing for insurance records. You will handle physical documents, ensure accuracy, and maintain confidentiality in a fast-paced environment.

The role emphasizes data entry, system updates, and adherence to data privacy policies, with opportunities to contribute to daily operational targets. HK-based, on-site position supporting a busy team.

Qualifications

  • Secondary education or above.
  • Experience in document scanning, back-office operations or insurance administration preferred.
  • Basic computer skills and familiarity with document management systems.
  • Detail-oriented, well-organized, and able to handle repetitive tasks accurately.
  • Able to work independently and meet daily operational targets.
  • Knowledge of insurance documents is an advantage but not mandatory.

Responsibilities

  • Perform document scanning, indexing, and uploading into designated systems in a timely manner.
  • Handle incoming physical documents including applications, endorsements, and customer correspondence.
  • Ensure scanned documents are clear, complete, correctly classified, and filed under the appropriate policy or customer record.
  • Conduct preliminary checks to ensure document completeness before scanning.
  • Assist in document retrieval, rescanning, and quality checking when required.
  • Maintain proper handling of confidential and sensitive customer information.
  • Support ad-hoc operational tasks assigned by the team supervisor.
  • Comply with internal procedures, data privacy, and information security requirements.
  • Assist in data input, policy record maintenance, and system updates.
  • Perform document checking to ensure information completeness and accuracy.
  • Prepare and handle policy documents, letters, and related correspondence.

Education

Secondary education or above

Tools

Document management systems

Job description

Peoplebank Hong Kong Limited is seeking a detail-oriented back-office assistant to support document scanning, indexing, and filing for insurance records. You will handle physical documents, ensure accuracy, and maintain confidentiality in a fast-paced environment.

The role emphasizes data entry, system updates, and adherence to data privacy policies, with opportunities to contribute to daily operational targets. HK-based, on-site position supporting a busy team.

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