EU Legal Claims Executive - Sandton at Catch

ROLE OVERVIEW:

• Our client is looking to fill a key and exciting role in its Claims Processing team. Claims Executives are responsible for compiling and drafting documents as well as ensuring accuracy for various global tax authorities while maintaining client confidentiality.

KEY RESPONSIBILITES:

• Prepare reclaims for some of the largest asset managers, fund managers, and insurance companies.
• Track, monitor, and assess technical claims that are pre-allocated in an organized and efficient manner to ensure that all claim value is reclaimed timeously.
• Draft detailed legal comparisons and explanations for any discrepancies in tax office requirements in a professional manner.
• Follow instructions as set out in weekly priority reports created by the Claims Team Leader and provide updates where necessary.
• Provide feedback to other internal teams to request additional information and ensure successful reclaims.
• Support in delivering on ad-hoc projects and rolling out new team processes.
• Keep abreast of new legislation changes and developments as communicated by our research division to optimize claim quality.
• Remain knowledgeable of market and industry trends, competitors, and all aspects of the market.
• Develop a strong knowledge of the recovery service to successfully answer internal Submissions and Client Service Executive questions.
• Ensure that all expiring claims are reclaimed within deadlines, and all documents are prepped timeously.
• Work closely with Head of Processing, Doc Control, Client Service, and Data teams to develop and accomplish goals and strategic plans set out for claim submissions.
• Meet or exceed claim submission targets as set out by company management.
• Resolve document or claim issues by investigating problems, developing solutions, and making recommendations to management.
• Track processes in an organized and efficient manner to ensure that all claim value is reclaimed timeously.
• Maintain confidentiality of all client, custodian, and company information

COMPENTENCIES AND SKILLS:

• Strong interpersonal and communication skills.
• Strong time management and ability to meet deadlines.
• Strong drafting skills, particularly in creating detailed legal comparisons.
• Ability to follow instructions and prioritize tasks accordingly. 
• Strategic and analytical thinking to apply oneself to various instances or issues.
• A keen eye for detail and good administration skills.
• Strong organizational skills.
• Ability to juggle multiple high-priority tasks.
• Persistence and problem-solving ability.
• Eager for continuous learning.
• Ability to cope with various internal and statutory deadlines.
• A valid South African passport or work permit and all relevant documents.
• Excellent command of the English language

QUALIFICATIONS:

• BCom finance related degree, with excellent academic results