Joyce Chan
About Joyce Chan
Joyce Chan is a Sr. Administrative Assistant at Jefferies Wealth Management with a background in administrative and executive support roles across various organizations.
Current Role at Jefferies Wealth Management
Joyce Chan serves as the Senior Administrative Assistant at Jefferies Wealth Management. She has held this position since 2015. In her role, she is responsible for providing high-level administrative support to the wealth management team. Her duties may include organizing and managing schedules, preparing reports, handling correspondence, and facilitating communication within the department. Her experience and skills contribute to the effective and efficient operation of the team.
Previous Experience at Morgan Stanley
Before joining Jefferies, Joyce Chan worked at Morgan Stanley in the Greater New York City Area. She served as an Executive Assistant in the Investment Banking division from 2014 to 2015, providing support for 8 months. Prior to this role, she was a Program Assistant in the Community Affairs division for 3 months in 2014. In these capacities, she supported various administrative functions critical to the investment banking and community affairs operations.
Role at Robb & Hugo
Joyce Chan accrued valuable experience at Robb & Hugo, where she worked as a PR Intern/Administrative Assistant from 2013 to 2014 in New York, NY. Over her one-year tenure, she was involved in public relations activities and administrative responsibilities that supported the company's PR initiatives. Her role extended to managing correspondence, scheduling events, and contributing to the company's public relations strategies.
Bookkeeping at New England Reconstruction Services, LLC
From 2010 to 2012, Joyce Chan worked as a Bookkeeper at New England Reconstruction Services, LLC in Hamden, CT. During her two years with the company, she managed financial records, handled bookkeeping tasks, and ensured the accuracy of financial data. Her role was pivotal in maintaining the financial integrity and efficiency of the company's operations.
Education at Quinnipiac University
Joyce Chan earned her Bachelor of Science (B.S.) degree from Quinnipiac University, where she studied from 2009 to 2012. Her academic background provided her with a solid foundation in various disciplines, equipping her with the knowledge and skills necessary for her subsequent professional roles.