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 field and excellent analytical, organizational, and documentation skills.
Job description
Central File Assistant (m/f/d)Tasks
- Analysis of the Document for Opening or Updating an Account
- Entering and Validating Static Data
- Digitization of the opening and update files
- Physical archiving of the opening and update files
- Serves as a center of expertise for all front office matters
- Contributing to improved process efficiency
Requirements
- 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
- Strong teamwork skills
- Fluency in English (reading, speaking, writing) required
We offer
No information available.Job details
Training opportunities powered by skillaware.