Validates tax documents and certificates received in accordance with JPMorgan and market level polices
Opens client accounts in JP Morgan tax system in partnership with sub custodian network
Sets client trade settlement instructions and monitoring of client asset movements to the appropriate tax rate accounts
Lodges tax certificates and declarations with sub-custodians and depositories globally to facilitate tax relief
Performs regular reviews of clients to ensure they are receiving the appropriate tax treatment in each global market
Provides status updates supporting market account openings and client fund launches ensuring that regular metrics and milestones are provided
Ensures accurate completion of market documentation with market naming conventions, obtain sign-off in line with the JP Morgan & Agent Policy. Arrange for legalisation where required
Monitors and maintains changes for a client based on notification of tax changes
Builds relationships with all key contacts both internal & external
Owns specific MIS metrics and will be responsible for reporting to management team on a weekly basis
Required qualifications, capabilities, and skills
Strong administration and organisational skills
High degree of accuracy and a good eye for detail
Strong risk awareness
Business and customer focused
A flexible and analytical approach to problem solving
Ability to work under pressure and to strict deadlines
Proven skills in customer service
Demonstrate an ability to manage deadlines, prioritise tasks & take ownership of deliverables
Proven risk awareness & ability to escalate and manage potential risk
Demonstrate strong verbal & written communication skills