AEOI Administrator

This is a fully remote position, open to applicants in Ireland.

📋 Description

• Assist in the onboarding process for new clients, which includes keeping track of FATCA/CRS classifications, GIIN registrations, and entity details.

• Gather, organize, and evaluate self-certifications, W-forms, and relevant documentation.

• Enter and maintain precise data in internal AEOI systems, dashboards, and trackers.

• Oversee reporting deadlines across various jurisdictions and aid the team in ensuring timely submissions.

• Communicate with clients to acquire outstanding information and address routine inquiries.

• Aid in the preparation and review of XML submissions for FATCA and CRS filings.

• Assist with reconciling filing acknowledgments and follow up on any rejections or discrepancies.

• Ensure proper filing of correspondence, records, and supporting documents in accordance with internal policies.

• Assist senior staff in generating management reports, trackers, and internal updates.

• Provide general administrative support to the AEOI team as necessary.

• Guarantee timely billing in line with our internal procedures and actively oversee accounts receivables.

• Attend training sessions offered by Walkers to ensure ongoing development and upkeep of AEOI knowledge.

⛳️ Requirements

• A minimum of 2 to 4 years of experience in an administrative, compliance, or financial services role is preferred.

• A degree in Business is required.

• Familiarity with FATCA and CRS is beneficial but not mandatory (training will be provided).

• Excellent organizational skills and attention to detail are essential.

• Ability to handle multiple tasks and meet deadlines effectively.

• Strong written and verbal communication skills are necessary.

• Proficient in Microsoft Office, particularly Excel.

• A team player with a proactive and professional demeanor.

• Provide accurate, timely, and responsive client service.

🏝️ Benefits

• Discretionary annual bonus scheme.

• 23 days of annual leave.

• Health insurance coverage.

• Pension scheme.

• Life Assurance.

• Income Protection.

• Taxsaver and Bike to Work schemes.

• Professional Membership Fees.

• Social Committee.

• Employee Assistance Programme.

• Wellness programme.