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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.

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Job Description

• Our client is looking for a dynamic, energetic, innovative, strategic, and self-motivated individual to work from their Johannesburg Office. The candidate must have a solid work ethic, be able to work under deadline, engage and collaborate with team members/management and be able to follow directions and respect department / corporate policies.

Responsibilities

• Assist the senior Product Owner in developing components of the product roadmap.
• Engage with in-house business leaders and subject matter experts to translate business requirements into a technical agenda for development & deployment to production.
• Define product vision, roadmap, and growth opportunities.
• Work with internal and external contacts to analyze needs and align product roadmap to strategic goals.
• Assess, and prioritise the product backlog.
• Assist the senior Product Owner in developing components of the product roadmap.
• Engage with in-house business leaders and subject matter experts to translate business requirements into a technical agenda for development & deployment to production.
• Define product vision, roadmap, and growth opportunities.
• Work with internal and external contacts to analyze needs and align product roadmap to strategic goals.
• Assess, and prioritise the product backlog.
• Project management
• Management of and liaison with stakeholders and technical teams to ensure timely delivery of functionality to meet
• specification and quality standards.
• Regular reporting & feedback on progress, risks, and bottlenecks to management.
• Actively mitigate roadblocks impacting successful team completion of release/sprint goals.
• Hand over and high-level support of deployed functionality to business.

Requirements and Qualifications

• Bachelor’s degree in Engineering / Accounting / Finance / Information Technology Science/Engineering/ Mathematics/related field or equivalent experience
• Great interpersonal and communication skills
• Strong competency in business process design and analysis
• Ability to see and present "the big picture" and offer solutions for improvement
• Practical experience in the design/re-engineering of business processes
• Proven (technology) project management experience
• Scrum/Agile training (and practical experience) advantageous
• Familiarity with modern cloud technology, SaaS products and low code platforms advantageous
• Working knowledge of IT systems fundamentals e.g., databases, integration patterns

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Job Description

• Our client is looking for an experienced sales person to take a lead role in expanding our presence in the withholding tax recovery market. This is an individual contributor sales role that is focused on generating new business.

KEY RESPONSIBILITIES

• Researching opportunities for their services with prospective clients
• Determining appropriate sales strategy, contacts and outreach approach
• Building a new business pipeline through prospecting (cold calling, emailing etc.), meeting with potential clients and running with the actual sales from initial meeting to contract execution (including analyzing commercials to ensure they maximize value from all deals)
• Preparing material for potential clients including board presentations, running with RFPs and related sales documents
• Owning annual sales targets and striving to achieve and exceeds sales targets at all times
• Building the company brand through event attendance, publishing content, showcasing their capabilities and networking in the market
• Utilizing MEDDICC sales methodology (or similar frameworks) to enhance sales effectiveness and pipeline management
• Maintaining professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; and participating in professional societies

REQUIREMENTS

• CA/CFA with a minimum of 2 years’ post articles experience
• BCom with sales experience in banking or financial services
• Ability to engage clients at all levels from administrators to C-level contacts
• Ability to multi-task in a fast-paced environment
• Excellent listening, negotiation and presentation skills as well as communication skills
• Proactive, creative, and highly motivated approach to achieving results
• MEDICC sales training preferable
• Willingness to travel as required

WHY YOU’LL LOVE WORKING HERE

• Work hard. Laugh harder. Get rewarded.
• With us, merit matters. No politics, just performance.
• We’ve built a workplace that runs on caffeine, curiosity, and good vibes!
• Our inhouse Café has the best (and cheapest) coffee in Melrose Arch
• Tuesday nail salon pop-ups
• Book club and games corner
• Daily chocolate drops
• Walking pads + standing desks
• Unlimited popcorn (we’ve tried to finish it)
• Shorter Fridays
• Mother’s room
• “First Fridays” social hangouts

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Job Description

POSITION OVERVIEW

• Our client is looking for an individual to join the Operational Finance and Treasury Team. This role centres on providing hands-on support to the Operational Finance and Treasury team. You’ll help keep financial processes running smoothly, assist with essential treasury activities, and play an important part in ensuring the business operates with accuracy and efficiency.

KEY RESPONSIBILITIES

• Work closely with the Client Debtors Team and Treasury Team in the completion of daily or monthly tasks and ad-hoc projects.
• Preparation and checking of the Client Payment Run.
• Identifying, allocating and recording refunds received in the business.
• Preparation and follow ups on client invoices.
• Follow ups on outstanding claims with tax offices.
• Monthly assistance with the client payment run.
• Perform analyses and investigations, as required.
• Assistance with the external audit.

EDUCATION:

• Bachelor’s degree in Finance or Finance related field.

COMPETENCIES:

• Exceptional organizational and time management skills to handle multiple tasks efficiently.
• High attention to detail with strong problem-solving abilities to ensure accuracy and effective issue resolution.
• Strong verbal and written communication skills for clear and professional client and stakeholder engagement.
• Ability to multi-task and prioritize effectively in a fast-paced environment.
• Proficiency in Microsoft Excel, Outlook, and Word, with strong analytical skills (advanced Excel skills advantageous).
• Proactive, creative, and highly motivated approach to achieving results.
• Positive attitude and a collaborative approach to working within a team