Jade Chan
Richmond,BC
Summary
Experienced with office administration, including managing daily operations and ensuring smooth workflows. Utilizes organizational and leadership skills to maintain efficiency and support team productivity. Knowledge of office software, scheduling, and resource allocation to drive operational success.
Overview
19
19
years of professional experience
Work History
Office Manager
Lombard Street Research (Asia) Limited
02.2020 - 06.2022
- Company Overview: provide financial research to help investors make better investment decisions
- Collect data to prepare weekly readership report
- Outreach to prospect on Bloomberg system
- Manage the CRM (Customer Relationship Management) system
- Support the UK/ Asian Pacific sales director on customer services, including first hand technical support, flag important market update email and conduct client serving survey
- Office administration including supplies inventory to make sure supplies are sufficient
- Perform expenses management for the HK office
- Provide financial research to help investors make better investment decisions
Assistant Manager Client Service - Global Trade and Receivables Finance (under Guarantee Section)
HSBC Corporation Limited
01.2019 - 01.2020
- Company Overview: the largest bank in Hong Kong
- Work under Guarantees Team to coordinate with Transaction Services staff, Business Development Managers and other internal or external staff to provide transaction advisory on Guarantees issuance to assigned clients
- Contribute to achieving the overall business objective of revenue growth, proactive management of service performance and increased clients usage of self serve solutions
- Handle, own and resolve clients transactional queries and issues
- The largest bank in Hong Kong
Assistant Portfolio Risk Manager
Hang Seng Bank Limited
01.2016 - 05.2018
- Company Overview: one of the Hong Kong’s largest listed companies and a member of the HSBC Group
- Provide credit control on client’s outstanding Account Receivables and follow up overdue to eliminate non-payment risk and maintain a healthy portfolio
- Work closely with credit insurers for claim process
- Maintain an effective management information framework and forming logical insights from findings
- One of the Hong Kong’s largest listed companies and a member of the HSBC Group
Marketing Coordinator
Daka Development Limited.
06.2005 - 10.2016
- Company Overview: a manufacturer of Sports, Leisure & Marine electronic products and innovative lifestyle products
- Organising local and international trade fairs
- Follow up and coordinate with licensors for products licensing and approvals
- Submitting products for design competitions
- Conducting marketing research
- Maintaining the updated information on corporate website
- Assisting in drafting all marketing literatures
- Assisting in co-ordinating between product development, design and sales for all marketing issues
- A manufacturer of Sports, Leisure & Marine electronic products and innovative lifestyle products
Assistant Manager
Hong Kong Export Credit Insurance Corporation
01.2014 - 09.2014
- Company Overview: a corporation established by statute to encourage and support export trade by providing HK exporters insurance protection
- Work with policyholders to pursue debt recoveries and handle recovery cases
- Write off unrecovered claims
- A corporation established by statute to encourage and support export trade by providing HK exporters insurance protection
Assistant Manager under Accounts Receivable Purchase (Factoring) - Global Transaction Services
DBS Bank (Hong Kong) Limited
10.2006 - 09.2013
- Company Overview: a bank incorporated in Singapore and one of the largest banks in South East Asia
- Assist the sales team in assessing the factorability of the clients and sourcing insurance companies to provide credit insurance solution to clients
- Prepare credit memo to credit department in order to underwrite recourse debtors internally
- Establish relationship with Factor House and Insurance company and involve in daily negotiation with them
- Provide support to our sales team, closely monitor and work with other divisions to expedite the facilities draw down process
- Involve in the development and maintenance of the e-platform to internal and external users
- Prepare monthly and ad-hoc reports for declaration and monitoring purposes
- A bank incorporated in Singapore and one of the largest banks in South East Asia
Marketing Executive
Henry Jewellery Mfr. Co.
10.2004 - 03.2005
- Company Overview: a fine Jewellery manufacturing firm
- Organizing international exhibitions and trade shows
- Handling new customer’s enquiries
- Photo taking for fine Jewellery, design and art work in advertisements and catalogues
- A fine Jewellery manufacturing firm
Marketing and Admin Executive Trainee
Dophen Engineering Co. Ltd.
07.2003 - 09.2004
- Company Overview: an engineering firm which produces CNC machines
- Majoring in marketing related tasks, such as preparing exhibitions, advertising, making catalogues and writing articles for industrial magazine
- Assisting in administrative and sales supporting duties
- An engineering firm which produces CNC machines
Education
Diploma - Business Management
Kwantlen Polytechnic University
09.2024
Bachelor of Social Science - Economics
The Chinese University of Hong Kong (CUHK)
01.2003
Form 1 to Form 7 -
Kowloon True Light Middle School
01.2000
Skills
- MS Word
- Excel
- Power Point
- Chinese typing
- English typing
- Office management
- Office administration
- Administrative support
- Document management
- Clerical support
- MS office
- Administration and reporting
Extra-Curricular Activities
Dark room administrator, New Asia Photographic Society, CUHK, 01/01/02, 01/01/03 Academic secretary, New Asia Economic Society, CUHK, 01/01/01, 01/01/02
Others
- FCI Foundation Course in International Factoring, Passed
- International English Language Testing System (IELTS), Overall band 6.5 in a scale of 9
- HKSAR - Common Recruitment Examination (CRE), Level 2, Level 2, Pass, 87
Languages
English
Professional Working
Chinese (Cantonese)
Native or Bilingual
Chinese (Mandarin)
Professional Working
Timeline
Office Manager
Lombard Street Research (Asia) Limited
02.2020 - 06.2022
Assistant Manager Client Service - Global Trade and Receivables Finance (under Guarantee Section)
HSBC Corporation Limited
01.2019 - 01.2020
Assistant Portfolio Risk Manager
Hang Seng Bank Limited
01.2016 - 05.2018
Assistant Manager
Hong Kong Export Credit Insurance Corporation
01.2014 - 09.2014
Assistant Manager under Accounts Receivable Purchase (Factoring) - Global Transaction Services
DBS Bank (Hong Kong) Limited
10.2006 - 09.2013
Marketing Coordinator
Daka Development Limited.
06.2005 - 10.2016
Marketing Executive
Henry Jewellery Mfr. Co.
10.2004 - 03.2005
Marketing and Admin Executive Trainee
Dophen Engineering Co. Ltd.
07.2003 - 09.2004
Bachelor of Social Science - Economics
The Chinese University of Hong Kong (CUHK)
Form 1 to Form 7 -
Kowloon True Light Middle School
Diploma - Business Management
Kwantlen Polytechnic University
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