Sandy XIE
Comprehensive Administrative Assistant
Hong Kong / Shenzhen
Summary
With a background in office management, project implementation, scheduling, and communication, I am skilled in handling multiple tasks efficiently, ensuring smooth operations, and supporting executive teams.
Based on around 10 years’ experience in financial institutions across Hong Kong and mainland China, I am familiar with the basic financial regulations and concepts of cross-border finance and will be able to handle related works productively.
Overview
14
14
years of professional experience
1
1
year of post-secondary education
Work History
Comprehensive Administrative Assistant
Shenzhen MegaCool EnergyTech Limited
Shenzhen, China
01.2024 - Current
- Based on the needs of the company's start - up stage, be responsible for the communication and implementation work related to company establishment, accounts opening, registration and changes at the Administration for Industry and Commerce and Tax department.
- Supported human resources functions, including onboarding new hires, maintaining employee records, and assisting with benefits administration.
- Facilitated timely completion of projects by providing essential administrative support to cross-functional teams.
- Streamlined office operations by efficiently organizing and maintaining filing systems.
- Assisted in budget tracking and expense reporting, contributing to cost-saving initiatives.
- Maintained strict confidentiality while handling sensitive documents and proprietary information.
- Drafted the general contracts and other operating documents.
- Expedited invoice processing by accurately verifying expenses and submitting documents for approval.
- Maintained and inventory of office supplies and placed orders.
Financial Consultant/ Unit Manager
Prudential Hong Kong Limited
Hong Kong
06.2016 - Current
- Ensured the seamless maintenance of existing client relationships by delivering comprehensive post - policy services. This encompasses administrative tasks related to policy renewal, claims settlement, and any necessary policy amendments.
- Drived new business development. Provide clients with in - depth financial analysis, elucidate intricate policy terms, design customized insurance protection plans tailored to clients' specific requirements, facilitate the insurance application process, and offer assistance in account - opening procedures.
- Managed the team, including recruiting new members and providing targeted guidance to help team members chart out and progress in their career development paths.
Senior Project Coordinator
Computershare Hong Kong Investor Service
Hong Kong
02.2014 - 08.2018
- Responsible for liaising with Chinese companies listed in the United States and Hong Kong. Comprehended the management requirements of client companies' employee equity incentive plans, and offered management advice and regulatory consultations.
- Composed project implementation plans, scheduled the timeline for platform construction, and coordinated all tasks internally with different departments, including the technical departments in the UK and Australia, as well as the customer service team in Beijing.
- Undertook the construction of the project platform system, conducted website and system testing, and drafted and reviewed relevant documentation.
- Presented services to client and provide training seminars for company employees.
- Reviewed materials for clients to open brokerage accounts and assisted in submission for approval.
Senior Client Service Manager
Computershare Hong Kong Investor Service
Beijing, China
05.2011 - 01.2014
- Responsible for managing and liaising with over 20 Chinese companies listed in the US regarding their employee equity incentive plans. Maintained and updated company data, provided monthly reconciliation reports, compiled and submitted monthly settlement summaries for clients.
- Assisted on the opening of trading windows for client companies; handled daily transactions, arranged and verified the calculation of tax withholding amounts and profit distributions; submitted executive trading reports to the US Securities and Exchange Commission; calculated and distributed employee stock dividends at the end of the year.
- Conducted releasing, selling, and share - transfer operations for client companies' restricted stocks, and communicated with US broker regarding such operations.
- Participated in the establishment of client companies' employee share plans and subsequent change projects, such as stock buy - backs during company privatization, stock split and reverse - split in equity plans, and the integrated management plan for equity plans after company mergers.
- Maintained client relationships by client visiting, providing training seminars for client companies' employees. Offered regulatory consultation services related to equity plans for the company.
Education
Master of Science - Finance
The University of Leicester
Leicester, UK 09.2009 - 01.2011
Skills
Working languages： Mandarin, Cantonese and English
Rapid response and high adaptability
Comprehensive coordination
Critical thinking & Strong problem solver
Administrative support & Office administration
Computer skills
Filing and data archiving
Hold Licenses No 1, No 2 and No 3 issued by the Insurance Authority of Hong Kong
Held License No 1 issued by the Securities and Futures Commission of Hong Kong from 2015 to 2019
Timeline
Comprehensive Administrative Assistant
Shenzhen MegaCool EnergyTech Limited
01.2024 - Current
Financial Consultant/ Unit Manager
Prudential Hong Kong Limited
06.2016 - Current
Senior Project Coordinator
Computershare Hong Kong Investor Service
02.2014 - 08.2018
Senior Client Service Manager
Computershare Hong Kong Investor Service
05.2011 - 01.2014
Master of Science - Finance
The University of Leicester
09.2009 - 01.2011
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