Yuk Ying FONG
Sai Kung,NSK
Summary
I am an all-rounded executive assistant with experience in different industries, 12 years of which in reputable banking and finance companies. I have proven ability in handling multiple tasks under time pressure and deliver them in high quality with minimum supervision. Additionally, I have exceptional level of attention to details and professionalism in handling confidential and wall crossed materials, and also solid experience in coordinating regional meetings within HK and across regions, communicating & liaising with internal and external parties. I can work well with people from different countries and cultures in cross-functional environment.
Professional with strong background in executive support, adept at managing complex schedules, coordinating meetings, and handling confidential information. Highly skilled in communication, organization, and problem-solving, ensuring seamless office operations. Focused on team collaboration and achieving results, adapting flexibly to changing needs and priorities. Dependable and resourceful, consistently delivering high-quality outcomes.
Overview
30
30
years of professional experience
Work History
Executive Assistant
Oaktree Capital (Hong Kong) Limited
09.2020 - Current
- Handle highly confidential and sensitive information
- Exercise discretion and judgement with respect to matters of significance and work collaboratively with others across multiple business lines and regions
- Review and disseminate incoming documents and communications
- Prepare a variety of materials on a daily or weekly or monthly basis independently and efficiently administer Execs calendar by coordinating complex meetings involving senior level internal and external participants including clients, regulators and vendor partners
- Coordinate meeting agenda
- Prepare presentation materials related handouts and meeting logistics
- Administer complex travel arrangements and expenses management
- Drive planning and approvals around administrative role needs and support assignments
- Drive the regional team admin hiring process with HR, including in-take meetings, interviews, and debrief / candidate evaluation meetings alongside the assigned recruiters
- Make offer recommendations as it pertains to candidate selection
- Partner with and approve the onboarding plan for new admin hires in the region
- Ensure appropriate workload balancing and teamwork where needed to meet business goals in a sustainable way
- Manage performance evaluation processes by delivering feedback in a constructive and effective way and holding others accountable if/when falling short of expectations; provide recommendations for merit increases and annual bonus rewards
- Facilitate developmental opportunities/coaching to team where there are weaknesses and/or development areas
- Build and maintain exceptional client relationships, with knowledge of key dynamics related to business units in the region
- Align and motivate administrative team to achieve excellent results
- Supporting Global Co-Portfolio Manager / Head of Global ex-North America, Global Opportunistic Credit
Executive Assistant
Goldman Sachs Asia L.L.C.
06.2014 - 09.2020
- Manage demanding calendars of PMD and 4 EMDs independently. Schedule both internal and external meetings and interviews
- Screen telephone calls
- Handle on-boarding, off-boarding, internal transfer and relocation logistics
- Assist in intensive and urgent travel and expense arrangements based on company policy
- Assist in both internal and external events / town halls / video conferences / telepresence / conference calls arrangements and setup for HK as well as events across regions
- Monitor and flag on wall crossed related matters and policy changes
- Assist in personal arrangements whenever necessary
- Record and submit attendance of all the teams
- Handle travel arrangements/visa application/car arrangements for all the teams
- Maintain and update SharePoint access for APAC Strategy and Global meetings
- Coordinate Senior Management meetings with different locations
- Prepare meeting materials and logistics for meetings
- Coordinate team building events
- Supporting Head of Asia Pacific Equities Distribution and Head of sovereign wealth fund business within Securities (PMD), Head of EM Rates Trading(EMD) and his team, Co-heads of Principle Strategic Investments (2 EMDs) and PSI team, Head of Tactical Opportunities (EMD))
Administrative Assistant
Bank of America Merrill Lynch
12.2013 - 06.2014
- Provided full range of secretarial and administrative support to Fixed Income, Currencies and Commodities Trading floor, a team of 50+.
- Handled travel arrangements based on company policy
- Handled on-boarding logistics for new hires and off-boarding logistics
- Served as resource for company policies and procedures such as vacation and expense reimbursements
- Supporting Fixed Income, Currencies and Commodities Trading floor, a team of 50+ together with another assistant
Executive Assistant / Corporate Access Executive (Contract)
Credit Suisse (Hong Kong) Limited
06.2012 - 12.2013
- Provided full range of secretarial and administrative support
- Provided support in effective planning and execution of Asian Investment Conference 2012 and other corporate events
- Assisted in event budgeting, approvals, dealing with suppliers and invitation process
- Assisted in preparation of name badges, Wifi cards, presentation packs and gifts for corporate events as assigned
- Assisted in logistics for speakers, corporates and clients, for example: arranged hotel and ground transportation, conference calls for corporates and clients
- Provided on-site support during corporate events
- Interacted daily with other Executive Assistants and team members locally and internationally
- Acted as liaison with all levels of personnel both inside and outside of the organization
- Assisted COO in on-boarding logistics for new hires such as creation of outlook ID, applications requests, and necessary equipment and resources
- Assisted in organizing regional meetings, regional annual conferences, scheduling local, regional and global meetings, teleconferences and video conferences for both internal and external parties
- Handled personal matters for Regional Heads, Managing Directors and Directors
- Managed the bankers’ calendars and meeting arrangements
- Handled travel arrangement/visa requirement for the bankers’ business/personal travels including pre-travel GTMT requirement and ground transportation logistics in different countries
- Assisted in hotel and private jet arrangements for clients
- Handled all necessary arrangements for new starter setup including desktop applications / PC / telephone / access card / Corp AMEX card / business card arrangements
- Provided roadshow administration support for the team and clients
- Provided support in company related events and ad-hoc assignments/task whenever required
- Worked on weekends and late hours during peak seasons
- Supporting 8 sectors/teams with total of 26 members (2 Management Directors – Head of Asian Financials / Head of Real Estate / Head of Healthcare, 2 Directors – Head of Autos; Head of Internet-China, 5 VP, 1 AVP, 5 Associates, 2 Analysts, 5 Research Assistants and 4 Corporate Access Executives) / 8 sectors: NJA Banks; NJA Property; NJA Healthcare; NJA Autos; NJA Internet-China; NJA Industrials; NJA Utilities; Corporate Access in NJA Equity Research)
Executive Assistant
Swiss Reinsurance Company (Hong Kong)
01.2002 - 06.2005
- Maintained and updated company reports/company results/meeting notes onto filing system.
- Hosted video conferences with Regional offices and Zurich head office weekly
- Arranged and organize IT training for all regional offices
- Screened phone calls and replied emails for CIO and CFO
- Organized and Performed minutes taking in regional conferences and board meeting
- Acted as liaison with both internal staffs and external clients
- Handled personal matters CFO and CIO
- Assisted in any ad hoc projects as required
- Generated visually stimulating presentations with Microsoft PowerPoint and other publishing tools
- Assisted in budgeting, team headcounts, reports preparation
- Planned and arranged team building events
- Planned and arranged staff trainings, coordinate and handled logistics for trainers from Zurich head office
- Scheduled meetings and interviews, and managed demanding Outlook calendars
- Handled highly confidential information and hosted meeting with Zurich independently on layoffs / budgeting after 9-11 event
- Supporting CFO and CIO, as well as entire APAC teams
Personal Assistant to CEO
AdSociety (Hong Kong)
04.2001 - 08.2001
- Efficiently screened and handled all incoming phone calls and provide clients with request information in professional manner
- Assisted in generating visually stimulating presentations with Microsoft PowerPoint and other publishing tools
- Organized regional conferences and board meetings, handled logistics for all clients and staffs for all events such as flight and hotel bookings, ground transportation, dinners and entertainment
- Traveled with CEO to regional conferences, board meetings and launch parties worldwide. Performed minutes taking, prepared agendas and manage on-site conference setup and run downs, arranged client entertainments and handled all ad hoc tasks during every trip
- Assisted in any ad hoc projects as required
- Assisted in closure of company from August – December 2001
Dealing Assistant, FX/MM Trading
State Street Bank & Trust Company, Hong Kong Branch
01.1996 - 12.2000
- Assisted MM dealers in squaring daily position, monitoring market rates
- Efficiently handled all incoming phone calls and provided quote to clients and handled deals in timely manner
- Maintained close relations with brokers and clients in professional manner
- Worked closely with FX and MM dealers, middle and back office, and brokers to meet clients’ requests within tight timeframes
- Efficiently worked with dealers, brokers and back office in a fast paced and stressful environment
- Provided secretarial and administrative support to the team
- Arranged and organized team building events and activities
Education
Accounting
University of Southern California
Los Angeles, California12.1994
Business Administration
University of the Pacific
Stockton, California05.1994
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St. John’s College
05.1991
Skills
- Language: Native Cantonese, Fluent English and Intermediate Putonghua
- Proficient in Microsoft Office and Adobe Creative Suite
- Executive support
- Administrative support
- Strong problem solver
- Schedule & calendar planning
- Office administration
- Expense reporting
- Professional and mature
- Travel coordination
- Travel arrangements
Timeline
Executive Assistant
Oaktree Capital (Hong Kong) Limited
09.2020 - Current
Executive Assistant
Goldman Sachs Asia L.L.C.
06.2014 - 09.2020
Administrative Assistant
Bank of America Merrill Lynch
12.2013 - 06.2014
Executive Assistant / Corporate Access Executive (Contract)
Credit Suisse (Hong Kong) Limited
06.2012 - 12.2013
Executive Assistant
Swiss Reinsurance Company (Hong Kong)
01.2002 - 06.2005
Personal Assistant to CEO
AdSociety (Hong Kong)
04.2001 - 08.2001
Dealing Assistant, FX/MM Trading
State Street Bank & Trust Company, Hong Kong Branch
01.1996 - 12.2000
Business Administration
University of the Pacific
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St. John’s College
Accounting
University of Southern California
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