Job offer
Central File Assistant
Julius Baer Bank is seeking an "Assistant to the Central Registry" in Monaco who will be responsible for analyzing documents, entering and validating data, and digitizing and archiving files. The ideal candidate should have at least three years of experience in a similar position at a private bank and possess strong analytical, organizational, and documentation skills.
Job description
Central File Assistant, responsible for analyzing documents, entering and validating data, digitizing and archiving files, and serving as a resource center for front office inquiries.Tasks
- Review of documents for opening or updating accounts
- Entry and validation of static data
- Numbering of files for creation and updating
- Archiving of physical files for opening and updating
- Serve as a center of expertise for front-office matters
- Contributing to improved process efficiency
Requirements
- Bachelor's degree
- At least 3 years of experience in a similar position at a private bank
- Excellent analytical, organizational, and documentation skills
- Strong knowledge of tax matters (CRS, FATCA, QI, Tax Relief at Source)
- Proficiency in MS Office
- Proficiency in T24, KDB, and FIO
- Strong teamwork skills
- Fluent English (reading, speaking, writing)
We offer
The opportunity to be part of a team that is shaping the future of wealth management.Job details
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