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 position at a private bank and possesses strong analytical, organizational, and documentation skills.
Job description
Central File Assistant (m/f/d) in Monaco. The position involves analyzing documents for opening or updating accounts, entering and validating static data, numbering and archiving files, and serving as a center of expertise for questions from the front office. The goal is to make processes more efficient.Tasks
- Review of documents for opening or updating accounts
- Entering and validating static data
- Numbering and Archiving of Files
- Serving as a center of expertise for front-office issues
- Contributing to improved process efficiency
Your profile
- 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)
Job details
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