ASSOCIATE

Position: Associate

Department: Depositary, CSD, & Issuer Services

Office Hours: Monday – Friday 9:00 AM -- 5:00PM

*New hires must be onsite daily for first 3 months, then will switch to Hybrid schedule

Position Overview

The Associate is responsible for maintaining tax reclamation processes in coordination with the Depositary Banks, banks/brokers, custodians and Tax Authorities. The individual in this position is expected to manage communications with said institutions and adhere to Standard Operating Procedure policies to ensure a successful outcome for the client.

Responsibilities

• Acquire a general understanding of dividends, investment instruments, (e.g. depositary receipts), international financial markets and the firm’s proprietary systems
• Collect, validate, enter and organize tax reclaim forms obtained from clients
• Execute and file tax reclaims with the appropriate authorities in various markets
• Monitor and update the status of tax reclaims until payment is secured
• Process payments and ensure funds are distributed to clients promptly
• Communicate with banks and brokers to provide product and service support
• Liaise with various institutions to create and implement tax relief & reclaim schedules
• Verify and update country-specific tax reclaim procedures and tax tables
• Produce and publish market notices detailing tax reclaim processes and eligibility
• Ensure clients are provided the highest level of customer service
• Coordinate with other departments on interdisciplinary projects