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 will have at least 3 years of experience in a similar position, strong analytical and organizational skills, and proficiency in MS Office and other specialized tools.
Tasks
Analysis of the account opening or update document; entry and validation of static data; digitization of the account opening and update files; physical archiving of the account opening and update files; serving as a center of expertise for any questions raised by the front office; contributing to process efficiency improvementsYour profile
- Bachelor's degree
- At least 3 years of experience in a similar position at a private bank is required
- Excellent analytical, organizational, and documentation skills
- Strong knowledge of tax matters (CRS, FATCA, Qi, Tax Relief at Source)
- Proficiency in MS Office applications
- Proficiency in the T24, KDB, and FIO tools
- Strong teamwork skills
- English (reading, speaking, writing) required
We offer
The opportunity to be part of a team shaping the future of wealth management Challenging and varied work in a dynamic environmentJob details
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