Job offer
Central File Assistant (m/f/d)
The Julius Baer Group is seeking an Assistant to the Central Records Department (m/f/d) in Monaco who will be responsible for analyzing documents, entering and validating data, and archiving files. The ideal candidate has at least 3 years of experience in a similar role at a private bank and possesses strong analytical, organizational, and documentation skills.
Job description
Seeking a Central File Assistant (m/f/d). Responsibilities include:- Review of the document for opening or updating an account
- Entering and validating static data
- Digitization of documents for opening and updating accounts
- Physical archiving of files related to account opening and updates
- Serves as a center of expertise for all front office matters
- Contributing to improved process efficiency
Your profile
We are looking for someone with:- 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
- Good teamwork
- Fluent English (reading, speaking, writing)
Job details
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