Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jordan Young

Fairfax

Summary

Committed to driving strategic decision-making and enhancing financial performance by delivering valuable insights through analytical tools to support growth and business initiatives.

Overview

4
4
years of professional experience

Work History

Senior Operations Associate

Morgan Stanley
06.2021 - 03.2024
  • Collaborated internally and externally to client queries regarding dividends and stock loan claims to ensure smooth flow of funds and exceptional client service
  • Led the North America Dividend Claims team, the Pune India Eclerx Claims team, and the Glasgow Fintru Claims team in the process of initiating and settling claims externally in the US, Canadian, and Latin American markets
  • Reduced financial risks and maintained appropriate flow of money through collaboration with various asset servicing teams
  • Conducted extensive trainings with new analysts to hone their specific skill sets and help advance the team's productivity
  • Published dividend payments, regulated Depository Service Fee charges and performed daily rotations using software such as Scorpio to process events, DTCC/SWIFT to ensure agent bank allocations, and Qwest to verify published journals.

Office Administrator

Wholesale Flooring and Granite
06.2020 - 08.2020
  • Received in-showroom customers and addressed inquiries regarding products and services
  • Managed customer invoices in QuickBooks to ensure timely invoicing and payments
  • Coordinated sales meetings and events to ensure information sharing and collaboration.

Education

Bachelor of Economics -

University of Maryland
College Park, MD
05.2021

Skills

  • Depository Trust and Clearing Corporation (DTCC)
  • QuickBooks
  • Scorpio
  • ClaimConnect

Timeline

Senior Operations Associate

Morgan Stanley
06.2021 - 03.2024

Office Administrator

Wholesale Flooring and Granite
06.2020 - 08.2020

Bachelor of Economics -

University of Maryland
Jordan Young