Conducting detailed product analysis to compare differences between life insurance products. Performing internet research on current insurance industry marketing trends. Helping MDRT level insurance agent identify advantage and disadvantage of U.S. life insurance products vs. Hong Kong life insurance products. Gathering and organizing insurance company information such as total assets and financial ratings. Assisting in analyzing product performance indicators such as internal… Show more Conducting detailed product analysis to compare differences between life insurance products. Performing internet research on current insurance industry marketing trends. Helping MDRT level insurance agent identify advantage and disadvantage of U.S. life insurance products vs. Hong Kong life insurance products. Gathering and organizing insurance company information such as total assets and financial ratings. Assisting in analyzing product performance indicators such as internal rate of returns and weighted average of index performances. Show less

Assisted loan underwriter to gather and organize applicant information. Assisted loan underwriter to update case files with newly submitted information. Reviewed applicant information details are sufficient according to underwriting guidelines. Performed data entry into the bank's customer relationship management system.

Reviewed client case files to ensure all compliance requirements are met. Collected client information to help financial advisors complete client applications. Researched investment market data for financial advisors to make investment recommendations.Performed data entry, client file management and various other administrative duties.