Winnie Pang Email & Phone Number

Toronto, On, Ca

Completed Japanese Level 1 course at University of Toronto School of Continuing Studies and travelled 7 cities in Japan

Hong Kong Sar

Toronto, Ontario, Canada

• Estate Planning Support- Managed the Estate and Trust Advisor’s calendar and coordinated clients’ meetings with 20+ financial consultants in Toronto region - Collected required documents from clients and delivered pre-meeting packages prior to the estate planning meetings and followed up with clients after meetings- Worked closely with the Estate and Trust Advisor to solve inquiries/issues through investigation and information collection from procedure manuals, centralized database and file records• Trust Administration- Initiated and administered annual income decision project for all trust accounts which successfully boosted up the annual sale target - Kept track of the annual tax reporting for trust accounts; followed up with the head office operation team and external accountants to prevent delays and meet the deadline- Efficiently liaised with head office’s teams, regional teams, and external legal/accounting firms to complete various complex requests included opening and closing of trust accounts, payment arrangement for beneficiaries, setting up charity foundation, changes of trustees, funds contribution/withdrawals as well as audit rectification • Will Administration - Assisted the Estate and Trust Advisor in preparing and delivering new Will instructions, Will review packages and related correspondences - Prepared and obtained forms, agreements and documents for Will and POAs appointments- Arranged delivery and performed scanning of executed documents followed by checking and inputting information in centralized database for processing- Responded to and processed appointment revocation requests by obtaining signed documents and arranged the return of revoked Wills and POAs by courier

Toronto, Ontario, Canada

• Selected as the Quarterly Lion Award Winner by the Head of HSBC Retail Banking and Wealth Management in 2018• Reduced potential risks by thoroughly reviewed and assessed applications prior to submission for accounts opening following compliance and regulatory requirements • Exerted discernment to identified deficiencies on applications and documents; escalated cases in a timely manner to both Compliance and Legal Departments for further investigation • Liaised between clients, cross- functional teams, head office departments and branches to investigate and troubleshoot issues promptly, thus reduced the lead time of account opening • Tactfully handled all customer disputes and inquiries on their applications and related documents through in-person meeting, phone calls and emails • Appointed as the designated person to manage Team’s Email Box to provide prompt responses with relevant information and to refer inquiries to appropriate team members if needed• Provided on-the-job trainings to new employees to help them adapt to the new roles quickly

Toronto, Ontario, Canada

• Processed the opening, updating, transferring and deficiencies remediating of investment accounts by obtaining appropriate documentations and relevant information while ensuring accuracy and confidentiality adhering to compliance and regulatory policies• Liaised between wealth advisory team, clients, branch operation staffs and back-office departments to expedite completion for clients’ requests • Achieved high customer satisfaction by providing customized solutions to meet clients’ specific needs• Prioritized a diverse workload of account administration to meet tight multiple deadlines while maintaining confidentiality

Toronto, Ontario, Canada

• Provided various administrative support to the wealth advisory team including document/report preparation and mailing, calendar/meeting scheduling, letter and memo writing, client database maintenance, office supply management and technical problems solving• Facilitated investment portfolio review by collecting financial instrument research, portfolio and performance reports generation, mutual fund maturity and dividends/interest entitlement• Uploaded product and industry information to the wealth advisor’s website, compiled securities focus lists and extracted research reports from intranet, as well as worked collaboratively with the Marketing Department to publish newsletters• Coordinated various client events by handling invitations and R.S.V.P. and preparing marketing materials

Japanese Level 1, 91%

Bachelor Of Commerce (Name Changed From Bachelor Of Administrative Studies Since 2017)