As a Corporate Events Coordinator, you will be responsible for receiving, sourcing, planning, communicating, processing, and validating assigned corporate events. Your primary objective is to ensure that events are effectively processed within prescribed deadlines and regulatory frameworks while keeping clients informed and enabling them to make appropriate elections and receive entitlements.

Essential Functions:

• Tax Calculation and Management: Calculate and apply withholding tax for non-exempt clients, validate CA 1 calculation, submit consolidated reports, and inform clients of individual tax breakdowns. Monitor and action tax status changes and tax reclaims.

• Team Coordination and Guidance: Coordinate team members’ work, providing technical guidance and coaching to optimize resources and performance in achieving defined goals.

• Operational Excellence: Monitor, manage, and escalate operational incidents and issues. Collaborate with internal stakeholders to resolve issues and recommend corrective measures to maintain efficient operations and mitigate operational risks.

• Risk Management: Partner with the manager to identify, manage, and control areas of risk. Provide input to procedures, processes, policies, and risk documents to ensure proper controls are in place to mitigate risk and optimize regulatory compliance.

• Event Planning and Communication: Plan, create, and validate assigned corporate events. Review and validate plans to facilitate effective processing through the event lifecycle. Enrich communication to provide greater clarity and notify clients and internal stakeholders via appropriate channels.

• Market Engagement: Access additional information from stakeholders to enable accurate communication and responses to client queries. Prepare payment instructions, reconcile proceeds received against payments, and validate reconciliations.

• Pre-publication Market Engagements: Assist with research and provide inputs to the manager to inform event communication and processing strategies prior to publication.

• Corporate Event Processing: Manage assigned corporate event plans to ensure accurate and timely client instructions are received, recorded, reconciled, and submitted within prescribed deadlines and regulatory frameworks.

• Product Support and Enablement: Provide inputs regarding Corporate Actions considerations/requirements to ensure the effective operation of new product development and smooth activations.

• Stakeholder Engagement: Establish relationships with internal and external stakeholders to facilitate quick resolution of escalated queries and Corporate Actions issues, meet client expectations, regulatory requirements, and mitigate risk.