- Reporting directly to the CEO of James Capital, an investment firm that owns and manages James Capital Advisors, Guernsey Holdings LLC and Mac Foods Group. - Completes a broad variety of administrative tasks for both companies: The primary point of contact for internal and external constituencies on all matters pertaining to the office of the CEO- Provides leadership to build relationships crucial to the success of the organization and manages a variety of special projects for the Executive team- Liaison to the board of directors and senior management teams; organizes and coordinates executive outreach and external relations efforts

- Direct report and support to CEO on various company projects which span across all departments (Operations/ Administration/ Sales/ Marketing/ HR) within the firm- Marketing research, strategic planning and development for existing and new clients - Events management for both internal and external meetings/ conferences- Values Ambassador: maintain high integrity as a cultural and C-level executive ambassador

- Manage communications to internal Financial Advisors, regional management and various externalparties in implementing all Private Banking Financial Education Conferences/ Boot Camps- Collaborate with Meeting Services contacts to track budget, event logistics, client registrations and travels- Prepare meeting materials, sequence of program sessions, speakers coordination and maintain intranet sites- Develop materials for different UHNW client family meetings and Financial Advisors training; createfollow-up summary reports, incorporating meeting insights and next steps- Research family wealth dynamics and governance topics to inform team’s thought leadership

- Provided daily sales support for Hong Kong and Sydney GFX sales including pricing, quoting andexecuting trades for external clients via Bloomberg, Thomson Reuters and other trading platforms- Communicated and followed up with clients in a professional manner on all trade related queries- Organized and participated in client meetings, events, department's offsite, prepared marketing materials for sales- Arranged and participated in client meetings and events, prepared marketing materials for sales- Provided full secretarial support to the Hong Kong GFX Sales team including 2 Managing Directors- Liaised with onboarding, operations and settlement team to set up accounts for onboarding new clients- Responsible for tracking equity prime brokerage FX transactions against custodian banks to ensuretransactions are timely, valid and adhere to onshore regulations

- Assisted Head of Business Development in preparing IR materials, presentations and updating database- Set up administrative and HR procedures for the new hedge fund: monthly expenses and budgeting,maintaining calendars, record keeping for all annual leaves, staff information, drafting company policies,internal memoranda, and email communications, handled office renovation and maintenance works- Compliance follow up for all licensed staff. Ensured that all admin-related contracts, leases,insurance requirements, safety standard and all other government regulations are followed and updated

- Assisted and reported directly to the Head of International Business. Managed 2 team members andprovided before and after sales support for over 50+ expatriate brokerages- Arranged and assisted with presentations at all marketing events, seminars, and client meetings- Processed department’s new business, maintained and created team database, product work flows,updated product applications, brochures, daily sales figures, creates department guidelines and reviews

- Liaised between Head Office in Guernsey and different brokerage firms in Asia. - Provided full customer/ sales support, handled enquires and complaints from all clients and brokers.- Processed all new and existing business for brokers/clients on Professional Portfolio Bond- Provided full secretarial support to both company’s Regional Director and Office Manager