379
- Skelbimas
- Atlygis/Miestas
- Apie įmonę
Mums reikalingas
- You have a qualified degree (preferably in a discipline relevant to Financial Services)
- 2-4+ years experience in Financial Services, with exposure to FATCA & CRS regulations an advantage
- Proven strong client relationship skills
- Proven experience managing multiple projects / deliverables; excellent organizational and multi-tasking skills
- Exceptional attention to detail
- Results driven and self-motivated
- Ability to work in global teams and adapt to different communication styles
- Proficient in Microsoft Office applications
Darbo pobūdis
- You will prepare AEOI filing analysis and other output for delivery to clients. Proactively managing daily workflow and ensuring set deadlines are met.
- Review deliverables produced by other individual contributors for release to clients
- Provide guidance to more junior Individual Contributor-level staff
- Manage communications and ongoing relationships with AEOI clients, their investors, and other external and internal stakeholders.
- Manage expectations and ensure that all queries are dealt with in a timely manner.
- Provide excellent service to clients via direct or indirect contact.
- Maintain and improve knowledge of the Automatic Exchange of information regulatory and compliance environment as it impacts service and/or clients, including industry research and analysis as required.
- Review and provide feedback on self-certifications and IRS withholding forms
- Read and interpret Financial Statements in order to determine account values
- Local AEOI portal registration/de-registration, communication and trouble shooting
- Research, analyze and provide recommendations for process improvements to increase operational efficiencies Identify, analyze and troubleshoot classification and re-classification inconsistencies
- Additional tasks as assigned
About Team & Business Line:
Fund Administration is Citcos core business, and our alternative asset and accounting service is one of the industrys most
respected. Our continuous investment in learning and technology solutions means our people are equipped to deliver a
seamless client experience.
As a core member of our AEOI/FATCA team, you will be working with some of the industrys most accomplished professionals
to deliver award-winning services for complex fund structures that our clients can depend upon.
The Automatic Exchange of Information (AEOI) Team is seeking a Senior Specialist who will be responsible for servicing AEOI
clients globally. Reporting to the AEOI Manager, the AEOI Senior Specialist will be responsible for completion of annual
regulatory deliverables, engagements for existing and new clients, and ongoing client servicing, working with junior AEOI
Specialists in Toronto, Dublin, and Manila.
A varied multi-tasking role which encompasses client relationship management, investor communication, and daily
internal/external stakeholder management & communication
€
1700 - 2300
Vietovė
- Vilnius, Vilniaus apskritis, Lietuva
Laikas
- Visa darbo diena
Kontaktinis asmuo
Rugilė Žukaitė
Rugilė Žukaitė
Citco is a global leader in fund services, corporate governance and related asset services with staff across 50 office locations worldwide. With more than $1.8 trillion in assets under administration, we deliver end-to-end solutions and exceptional service to meet our clients needs.
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