Job Description Reporting to the AEOI Vice President and working with staff in Canada and the Philippines, the Manager will be responsible for coordination of Enhanced Information Reporting Services (Chapter 3 / 1042 / US withholding) and standard FATCA/CRS Services: engagements for existing and new clients, coordination of reviews and remediation efforts, ongoing client servicing with calendarised deliverables, delivery to external service providers, and completion of annual regulatory deliverables.

A varied multi-tasking role which encompasses client relationship management, investor communication, and daily internal/external stakeholder management & communication combined with all relevant and associated team management and administration.

Responsibilities Main Job Functions/Responsibilities

• Communicate daily with team and reporting lines; preparing and providing progress and status updates and escalating items as required.
• Coordinate and oversee validation of IRS W-form series and withholding statements, using specialized validation software.
• Coordinate and oversee preparation of annual/monthly/daily deliverables, managing and monitoring timing and quality, including FATCA/CRS analysis and returns and 1042 data.
• Provide guidance to supervisors and team-level staff on technical items and queries. Assist team members in directing internal queries / escalations to appropriate contacts.
• Research, analyze and provide recommendations for process improvements to increase operational efficiencies both internally and with external vendor(s).
• Local AEOI portal registration/de-registration, communication and trouble shooting.
• Review / approve deliverables and assist production where necessary.
• 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.
• Maintain and improve knowledge of Chapter 3 requirements and the Automatic Exchange of Information regulatory and compliance environment as it impacts service and/or clients, including industry research and analysis as required.
• Managing and coaching supervisor(s) and team informally and via regular meetings; completing annual performance review and goal-setting process for each direct report.
• Additional tasks as assigned

Qualifications Key Requirements

• Degree qualified (preferably in a discipline relevant to Financial Services)
• 6+ years experience in Financial Services and/or Fund Administration
• Exposure to IRS W-form series, Chapter 3 withholding, Regulatory Compliance, FATCA/CRS, AML/KYC, and/or Investor Relations 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
• Experience supervising, training, or supporting junior staff
• Proficient in Microsoft Office applications

Key Competencies

• Organization and Resources Management
• Leadership
• Client Relationship Management
• Communication
• Business, Technical & Commercial Awareness
• Quality and Risk Control
• Decision Making
• Developing Working Relationships with others
• Leadership
• Organization and Resources Management