Global Information Reporting (AEOI) Senior Specialist

Finance & Tax Toronto, Ontario


Description

Global Information Reporting (AEOI) Senior Specialist

Toronto, Canada

 

About Citco

Citco is a global leader in fund services, corporate governance and related asset services with staff across 80 offices worldwide. With more than $1 trillion in assets under administration, we deliver end-to-end solutions and exceptional service to meet our clients’ needs.

For more information about Citco, please visit www.citco.com

About the Team & Business Line:

Fund Administration is Citco’s core business, and our alternative asset and accounting service is one of the industry’s 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 industry’s 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.

Your Role:

  • 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 You:

  • 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
  • Key Competencies:
  • Teamwork
  • Drive for results
  • Client Relationship Management
  • Communication
  • Business, Technical & Commercial Awareness
  • Quality and Risk Control
  • Decision Making
  • Problem Solving
  • Developing Working Relationships with others

 

Our Benefits

Your well-being is of paramount importance to us, and central to our success. We provide a range of benefits, training and education support, and flexible working arrangements to help you achieve success in your career while balancing personal needs. Ask us about specific benefits in your location.

We recognize diversity as a source of organizational pride and strength. We have made it a priority to reflect our nation’s evolving diversity in the people we hire, and the culture we create in our organization.

Citco welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection.