Stefan Jackman Email & Phone Number

Bridgetown, BB

Barbados

• Process transactions relating to security trades and related investment activities.
• Support activities related to trade settlements and cash management for global custodian accounts.
• Support activities related to securities database management.
• Prepare daily, weekly, and monthly cash and positions reconciliations for custodian relationships held by the Bank or its clients.
• Perform functions relating to corporate actions administration.
• Provide reports as required by management to perform analysis of the Bank's investment activities.

Barbados

• Reconciles Inventory Purchases and Costings.
• Updates Inventory throughout the company for both local and international purchases.
• Maintain and update deposits and transactions for company wide transactions.
• Oversees Bank Reconciliation and Deposits.

Barbados

• Maintains high client satisfaction by communicating professionally with 50+ clients daily.
• Accurately record and disseminate 20+ customer orders to the relevant departments, utilizing active listening skills.
• Collaborates with a team of 10+ staff members, fostering effective communication and facilitating prompt service delivery.
• Manages 50+ inbound calls and emails daily, responding to clients’ queries and providing pertinent information.Key Achievement
• Significantly improved communication and negotiation skills due to increased interactions with clients and staff.

Global

• Oversees personal investments and manages assets for a proprietary trading firm.
• Provides expert support and guidance to clients, leveraging finance and business development expertise to drive growth and independence, and maximize investment returns.
• Conducts thorough market and technical analyses, along with comprehensive financial research, to evaluate trends and facilitate informed decision-making.
• Executes operations planning and project management for multiple teams.Key Achievements
• Championed risk reduction and increased risk-to-reward ratios.
• Successfully passed and attained a notable trading account.

Barbados

• Managed and oversaw 5 client accounts, ensuring seamless operations and timely reporting to management as needed.
• Cultivated strong cross-functional communication skills through interactions with local and regional clients, facilitating effective engagement and understanding of diverse requirements.
• Liaised with 3-5 external stakeholders including property managers and insurance companies, streamlining the claim settlement process and minimizing service delays.
• Demonstrated a comprehensive understanding of policy coverage and organizational procedures, consistently staying updated to ensure compliance and deliver accurate responses to client inquiries.

Barbados

• Collaborated closely with a team of 6 members, facilitating the settlement and processing of 5+ claims on a weekly basis.
• Prepared comprehensive monthly reports outlining actionable recommendations for enhancing service quality and driving business development initiatives.
• Conducted thorough evaluations of claims to assess their validity and prepared the necessary documentation for efficient processing.
• Communicated professionally and effectively with external organizations and businesses to expedite the settlement process.

Barbados

• Executed the filing and mailing of 100+ renewal invoices weekly to clients.
• Collaborated with 25+ staff members to attain knowledge of business acumen and operations.