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AEOI Supervisor
The Citco Group Limited. Coordinate and oversee annual, monthly, and daily deliverables, managing and monitoring timing and quality .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in AEOI tax information analysis, client relationship management, and project coordination within the Financial Services sector. Proven ability to enhance operational efficiencies and manage communications across global teams.
Highest-signal resume keywords
AEOI Tax Information AnalysisClient Relationship ManagementProject CoordinationFATCA & CRS Regulations ExposureMicrosoft Office Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
AEOI Data ManagementIRS RegistrationXML Format SubmissionProcess Improvement AnalysisQuality Control
Soft Skills
Organizational SkillsAttention to DetailResults DrivenAdaptabilityCommunication Skills
Tools & Technologies
Microsoft Office Applications
Industry Keywords
Financial ServicesGlobal TeamsStakeholder ManagementOperational EfficienciesLeadership
About the role
Key responsibilities & impact- Coordinate and oversee annual, monthly, and daily deliverables, managing and monitoring timing and quality
- Support AEOI tax information analyses and preparation of XML format submission files
- Maintain AEOI data on entities within the client corporate structure
- Monitor systems and documentation on newly organized or acquired entities and perform IRS registrations
- Manage local AEOI portal registration/de-registration, communication, and troubleshooting
- Research, analyze, and provide recommendations for process improvements to increase operational efficiencies
- Provide guidance to Individual Contributor-level staff on AEOI technical items and queries
- Assist Individual Contributors in directing internal queries and escalations to appropriate contacts
- Manage communications and ongoing relationships with AEOI clients, their investors, and other external and internal stakeholders
- Work closely with senior client contacts and internal partners across global offices and business divisions to ensure seamless service delivery
Requirements
What you’ll need- Degree qualified (preferably in a discipline relevant to Financial Services)
- 4+ years experience in Financial Services
- Exposure to FATCA & CRS regulations is 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
- Organization and Resources Management
- Leadership
- Client Relationship Management
- Communication
- Business, Technical & Commercial Awareness
- Quality and Risk Control
- Decision Making
- Developing Working Relationships with others