Clara Wong
About Clara Wong
Clara Wong serves as the Regional Estate and Trust Administrator at MD Financial Management since 2020, bringing extensive experience in financial accounting and project management. Her career includes roles at Computershare Canada and Morneau Shepell, where she developed strong analytical and communication skills.
Work at MD Financial Management
Clara Wong has been serving as the Regional Estate and Trust Administrator at MD Financial Management since 2020. In this role, she manages estate and trust administration processes, ensuring compliance with relevant regulations and policies. Her responsibilities include overseeing client accounts, coordinating with legal and financial professionals, and providing guidance to clients regarding estate planning and trust management. Clara's experience in this position has contributed to her expertise in the financial services sector.
Previous Experience in Financial Services
Prior to her current role, Clara Wong worked at Morneau Shepell as a Trustee Services Specialist from 2017 to 2020. In this capacity, she specialized in trustee services, focusing on the administration of trusts and estates. Before that, she held the position of Associate Trust Officer in Corporate Trust at Computershare Canada from 2012 to 2017. Clara began her career in the financial services industry at Tricor Services Limited in Hong Kong, where she worked as an Associate in Corporate Services from 2009 to 2010.
Education and Expertise
Clara Wong earned her Bachelor’s Degree from The University of British Columbia. Her educational background has provided her with a strong foundation in financial accounting procedures and software, particularly within the public sector. Clara's expertise is complemented by her analytical skills and attention to detail, which are essential for her roles in estate and trust administration.
Skills and Professional Attributes
Clara Wong is recognized for her strong analytical capabilities and detail-oriented approach to her work. She possesses excellent written and oral communication skills, which enable her to effectively interact with clients and colleagues. Clara is known for her high level of ethics and her ability to organize and lead projects. Her experience includes working under deadline pressure and collaborating with multi-disciplinary teams, showcasing her adaptability in various work environments.