Custodian Network and Operations Executive at Catch

Purpose of the Role:

• Our client is looking to fill a key and exciting role in its custodian operations and network service team. They are looking for a hard-working individual to maintain operations and processes with the global custodian banks they work with, to provide an efficient and seamless tax reclaim service to their clients.
• In this position, you will be allocated a basket of custodians to manage and will be required to ensure that we obtain all relevant documentation from these custodians in order to facilitate withholding tax reclaims for our mutual clients..

To do this successfully, you will need to:

• Establish and cultivate relationships with some of the largest custodian banks globally
• Have a clear understanding of your custodian’s process for handling our requests and ensure we work within their defined framework
• Work with representatives at your custodians to find efficiency in the processes between the client and them
• Manage and consolidate any queries that may arise from various foreign tax offices
• Resolve custodian bank complaints by investigating problems; developing solutions; preparing reports; making recommendations to management and following up with custodian banks and internal stakeholders
• Build and maintain strong internal relationships with the departments in the company who subsequently process claims based on documents you have obtained as well as the client service team who manages relationships with our clients
• Work with client service team to obtain client authorisations and other required documents as prescribed.

KEY RESPONSIBILITIES

• Ensure that all value for clients is reclaimed as quickly as possible by receiving all documents timeously from custodian banks.
• Meet or exceed submission targets as set out by the business.
• Maintain professional and technical knowledge by taking advantage of the tools provided by the organization.
• Immediately escalate any matters that will impact your ability to obtain required documents to your manager and the respective client service team members (for impacted clients).
• Provide input and drive resolution of these matters through your knowledge of custodian and ability to work with internal departments.

EDUCATION

• Commerce/Finance degree or similar, ideally with Honours.

EXPERIENCE

Must have:

• Minimum 2 years work experience, ideally within professional corporate environment 
• Evidence of outperforming and exceeding expectations in previous roles.
• Experience in project management, including internal and external stakeholder relationship management.

COMPETENCIES

• Ability to manage tough external expectations appropriately.
• Strong interpersonal skills with the ability to drive results through collaboration.
• Confident, with strong rapport-building skills.
• Ability to sell ideas effectively.
• Fast learner.
• Strong financial acumen.
• Technically minded.
• Excellent problem-solving skills.
• Strong Excel skills.
• High attention to detail and exceptional administration skills.
• Ability to consolidate complex information and compile succinct emails.

PERSONALITY TRAITS, OUTLOOK AND SOFT SKILLS:

• Has an abnormal amount of grit.
• Able to cope with deadlines and pressure.
• Super organised.
• High level of attention to detail.
• A keen problem solver.
• Loves to drive efficiency.
• Hungry for success and to have an impact quickly.
• High degree of self-awareness.
• Takes pride in your work.
• Welcomes constructive criticism as a growth opportunity.
• Growth mindset with the ability and conviction to execute.
• Exceptionally high-quality standards for everything you do
• Strong sense of ownership in your job and output.
• Desire to work in a meritocracy-based environment.