Shing Hsu
Laguna Hills
Summary
Results-driven Trust Administrator recognized for exceptional problem-solving skills and the ability to mentor junior team members. Focused on enhancing trust service operations of over 300 accounts and ensuring compliance with regulatory standards to drive organizational success.
Overview
9
9
years of professional experience
Work History
Client Services Trust Administrtor
Deutsche Bank Group
Santa Ana, CA
03.2019 - Current
- Oversaw daily processing of trust account transactions, maintaining meticulous financial documentation and reporting integrity.
- Coordinated with clients to provide solutions for inquiries and challenges associated with trust services and account management.
- Analyzed existing document preparation methods and established streamlined processes to improve efficiency in account setup and maintenance tasks.
- Developed training sessions for junior team members focused on trust administration best practices and compliance standards.
- Engaged with legal teams to verify that trust agreements adhered to applicable laws and regulatory changes.
- Implemented protocols for the discreet management of sensitive information, maintaining compliance with established confidentiality standards.
- Contributed to the growth and success of the organization by meeting or exceeding client retention and new business development goals.
- Resolved complex trust issues by collaborating with cross-functional teams and leveraging expertise within the organization.
- Maintained accurate records of all transactions, ensuring proper documentation for audit purposes and regulatory compliance.
- Executed daily transactions for trust accounts, maintaining accuracy in financial reporting and documentation.
Collateral Analyst
Deutsche Bank Group
Santa Ana, CA
11.2017 - 03.2019
- Conducted comprehensive analysis of collateral data to ensure compliance with regulatory standards.
- Developed and implemented risk assessment procedures to enhance collateral management processes.
- Collaborated with cross-functional teams to optimize collateral valuation methods and improve accuracy.
- Mentored junior analysts in best practices for collateral documentation and reporting standards.
- Led initiatives to streamline workflows, reducing processing time for collateral transactions significantly.
Education
Bachelor of Arts - Criminal Justice
Ashford University
San Diego, CA05.2015
Associate of Arts - Art History
San Diego State University
San Diego, CA04.2000
Skills
- Legal documentation
- Portfolio management
- Wealth preservation
- Asset allocation
- Problem-solving
- Multitasking Abilities
Languages
English
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual
Timeline
Client Services Trust Administrtor
Deutsche Bank Group
03.2019 - Current
Collateral Analyst
Deutsche Bank Group
11.2017 - 03.2019
Bachelor of Arts - Criminal Justice
Ashford University
Associate of Arts - Art History
San Diego State University