About the position
Job Description This role involves keeping abreast of all claims in progress for US and Canadian Main duties include: Background and Education
clients.
The role will involve understanding the nature of the services we provide and the
various different claim mechanisms available to different claimants. Comprehensive training
will be provided to ensure the employee has an in-depth understanding of the product.
? Requesting documentation from various intermediaries throughout the claims
process. The parties involved include: clients, tax authorities worldwide, various
banks, processing agents and processing team
? Interacting with clients and custodian banks to request documentation, arrange
collection, and prepare reconciliation of documents received
? Analyzing documentation to ensure they meet the specific requirements of multiple
foreign tax jurisdictions
? Liaising with intermediaries to follow up on document requests
? Building meaningful relationships with all working parties involved
? Preparing reports and ad hoc analyses for clients
MI
Required Skills
? Excellent organizational and time management skills
? Detail-oriented with proven problem solving skills
? Strong verbal and written communication skills
? Ability to multi-task in a fast paced environment
? Solid knowledge of Microsoft Excel/Word and keen analytical skills
? Proactive, creative, and highly motivated approach to achieving results
? Completed or working towards a University degree, preferably Accounting,
Economics, or Commerce
? A keen interest in the financial services industry and capital markets
Points to Note
? Shorter work day on Friday
? Casual working environment
? Dynamic, innovative and fast-paced company
Desired Skills:
- CLAIMS
- MICROSOFT
- EXCEL
- Key Account
