Role Description:
This job is responsible for handling moderately complex operations processes related to credit disputes, escalations and tax reporting. Key responsibilities include analysis, research, reconciliation, reporting data validation and resolution of issues and identified customer requests which may carry high levels of risk within enterprise risk categories. Job expectations include handling moderately complex transaction processing, reconciliation, and resolution of research requests to clients, consumer reporting agencies or taxing authorities, consulting with management for support.
Responsibilities:
- You will implement relief at source where appropriate.
- You will reconcile positions, calculate reclaimable tax quantities and complete documentation to submit reclaims.
- You will produce credit advice documents.
- You will report to senior management the status of reclaims and credit advice.
- You will perform timely reconciliations and escalation of risk where necessary.
- You will have the ability to adhere to targets and deadlines.
- You will maintain risk within the levels set by the management team.
- You will liaise with and resolve asset servicing tax related queries for clients, internal and external.
- You will have timely management of positions and recovery of funds claimed by Bank of America.
What we are looking for:
- You will have a high level of client service skills.
- You will be proficient in Microsoft applications, in particular excel.
- You will have efficient reconciliation and problem-solving skills.
- You will have the ability to multitask and work independently in a fast paced environment.
- You will have excellent time management skills.
- You will have knowledge of the Banking / Financial services industry.
Skills that will help (optional):
- Business, Finance, Accounting, Economics or similar major preferred and a basic understanding of and/or experience in the financial services industry would be an advantage.
- Experience in dividend processing or asset management would be an advantage.
- Excellent written and verbal communication skills would be an advantage.
- Income tax experience would be an advantage.
Ireland
- Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner
- Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons
- 20 days of back-up childcare including virtual tutoring and 20 days of adult-care per annum
- Ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, specified illness cover etc
- Use of a flex fund to use towards benefits
- Access to free counselling through an Employee Assistance Programme and virtual GP services
- Opportunity to donate to charities of your choice directly through payroll and the bank will match your contribution
- Opportunity to join our Arts & Culture corporate membership programme and receive discounted entry to some of the UK and Ireland’s most iconic cultural institutions
- Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local area
We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.