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