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 numbering and archiving files. The ideal candidate has at least 3 years of experience in a similar position at a private bank and possesses strong analytical, organizational, and documentation skills.
Job description
Central File Assistant (m/f/d) - We are looking for a dedicated employee to assist us with managing customer files.Tasks
- Analysis of the document for opening or updating accounts
- Entering and validating static data
- Digitization of files for creation and updating
- Physical archiving of files for creation and updating
- Assisting the front office with questions
- Contributing to the improvement of process efficiency
Your profile
- Bachelor's degree (Bac +3)
- 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)
We offer
The opportunity to be part of an international team and help shape the future of wealth management.Job details
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