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Executive Assistant Administrative

Markham, ON, Canada
March 05, 2019

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** ****** ****** ******, *******, ON. L6C 0V5


Committed administrative professional with more than 11 years of experience in investment banking. Demonstrated capacity to provide excellent support to staff at various levels. Proven track record of working in fast-paced environments, with effective time management skills and ability to prioritize tasks.


Meeting support

Travel arrangements

Expense reports

Calendar management

Fluent in 3 languages: English, Cantonese, Mandarin

Proficient in MS Outlook, MS Word, MS Excel, Concur



Personal & Executive Assistant / Hammer Capital, Hong Kong

Provide assistance to 4 bankers, from Chairman to Associate level, with duties including:

Extensive calendar management, meeting coordination and management of bankers’ calendar

Handle phone calls and sensitive emails with a high degree of confidentiality

Coordinate business / personal travel arrangements and organize ground transportations

Prepare travel and entertainment expenses reports

Proactively track and monitor employee visa, passport, and personal information and advise on expiries

Schedule and organize meetings (reserve meeting rooms, arrange conference calls, arrange catering)

Arrange money wiring for project investments

Prepare office monthly financial statements for external auditor’s review

Sending / receiving courier packages

Greet external visitors and arrange lobby access cards

Order and organize all supplies in the office

Provide excellent support while handling ad-hoc requests from senior and executive level staff

Prepare invoice for clients which the company acted on behalf

JULY 2010 – MARCH 2015

Executive Assistant / Citigroup Global Markets Asia Ltd., Hong Kong

Executive Assistant supporting China Team Investment Banking (8 to 9 bankers), from Managing Director to Analyst levels.

Ensure proper scheduling of various appointments, meetings, and trips for bankers

Prepared travel and entertainment expenses reports

Kept track of bankers’ travel records for China taxation purposes and advised accordingly

Kept track on bankers’ SFC (Security & Future Commission) trainings to maintain their licenses

Consolidated and input call reports for senior bankers on a monthly basis

Input clients’ name cards on an on-going basis for senior bankers

Arranged senior bankers to join Investment Conferences & Interim Results Announcement

Arranged and set up internal meetings / conference calls for senior bankers

Close collaboration with other Executive Assistants to ensure broader team is supported

Mail distribution to the entire team

Anticipated visa requirement and process applications in a timely manner

Provided secretarial support for Summer Internship

JUNE 2008 – JUNE 2010

Executive Assistant / JPMorgan Chase Bank, N.A., Hong Kong

Executive Assistant supporting China Team Private Banking (8 to 9 bankers), from Managing Director to Analyst levels.

Coordinated business travel arrangements

Prepared travel & entertainment expenses reports

Input clients’ name cards on an on-going basis

Arranged weekly team meetings

Prepared binding for meeting materials

Arranged local / overseas courier for documents sending

Arranged travel logistics with other team’s travelling bankers

Maintained travelling bankers’ meeting schedule onto a common share file

Prepare account opening forms for CSS (Client Service Specialist) team

On-boarded/off-boarded for new/departing employees


Administrative Assistant / Merrill Lynch (Asia Pacific) Ltd., Hong Kong

Administrative Assistant supporting China Team Investment Banking (8 to 9 bankers), from Director to Analyst levels.

MAY 2003 – AUGUST 2007

Customer Service Representative / Nestle Hong Kong Ltd.

NOVEMBER 1999 – APRIL 2003

CSO & Distribution / IBM China/Hong Kong Ltd.

MAY 1999 – OCTOBER 1999

Administrative Support and Personal Assistant to Director / Antal International Co.

MAY 1997 – APRIL 1999

Customer Service Representative / United Parcel Services, Montreal, Canada



Bachelor of Arts & Science in Economics

Concordia University, Montreal, Canada


Diplome D’Etudes Collegiales in the Social Science

Vanier College, Montreal, Canada


References will be supplied upon request.

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