Julia Rose Viegas
Operations Associate at Playroll- Claim this Profile
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English Full professional proficiency
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Italian -
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French Elementary proficiency
Topline Score
Bio
Credentials
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CFA Level 2 Exam Passed
CFA InstituteJul, 2023- Nov, 2024 -
CFA Level 1 Exam Passed
CFA InstituteJan, 2022- Nov, 2024
Experience
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Playroll
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United Kingdom
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Human Resources Services
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1 - 100 Employee
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Operations Associate
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Jul 2023 - Present
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WTax
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United Kingdom
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Financial Services
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200 - 300 Employee
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Quality Control Executive
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Mar 2022 - Jul 2023
WTax assists clients to optimize their withholding tax recovery process. As an outsourced solutions provider the company takes care of all administrative tasks and providesleading solutions to unlock withholding tax refunds in over 34 jurisdictions.Currently responsible for assisting asset management and pension funds in reclaiming withholding tax, in the role of a quality control executive for claims.• Attending to administrative and research tasks.• Collaborating with the research team to address issues.• Conducting thorough quality control checks of claim packs.• Working closely with the claims team to ensure corrections are made where necessary.• Working closely with management to develop and accomplish goals and strategic plans.• Following up and keeping accurate record of claim statuses with daily use of Salesforce.• Analysing, identifying and keeping up with market and industry trends.• Keeping up with changes that affect claim requirements.• Dealing with workloads in an organised and timely manner.• Assisting with training team members as and when required. Show less
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Branch Support Executive (North American Operations)
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May 2021 - Mar 2022
• Attended to all administrative tasks and prepared claim packs.• Requested documents and ensured that documents received met the relevant criteria.
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Data Capturer
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Nov 2020 - May 2021
• Scanned through information to identify pertinent information. • Created accurate spreadsheets. • Captured data on Microsoft Excel as well as Sage Pastel accounting software. • Attended to basic bookkeeping functions and administrative tasks. • Scanned through information to identify pertinent information. • Created accurate spreadsheets. • Captured data on Microsoft Excel as well as Sage Pastel accounting software. • Attended to basic bookkeeping functions and administrative tasks.
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Paralegal
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Nov 2016 - May 2021
• Attended court proceedings. • Indexed and paginated court bundles. • Servicing and filing of documents in the Magistrate’s Court. • Performed inspections of locations for information gathering. • Attended court proceedings. • Indexed and paginated court bundles. • Servicing and filing of documents in the Magistrate’s Court. • Performed inspections of locations for information gathering.
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Education
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Società Dante Alighieri
Italian Studies, Grade B2.3 -
University of Cape Town
Bachelor of Business Science, Finance and Economics -
St John's College
Cambridge International A Levels, Physics, Mathematics, Italian -
St John's College
Cambridge International AS Levels, NSC Equivalence Certificate -
St John's College
Cambridge International IGCSE, Italian, French -
Kingsmead College
Schooling