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 and excellent analytical, organizational, and documentation skills.
Job description
Central File Assistant (m/f/d)Tasks
- Review of the document for opening or updating an account
- Entry and validation of static data
- Digitization of the opening and update files
- Physical archiving of the opening and update files
- Serving as a center of expertise for all front-office matters
- Contributing to improved process efficiency
Requirements
- 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, I, Tax Relief at Source)
- Proficiency in MS Office
- Proficiency in T24, KDB, and FIO
- Strong teamwork skills
- Fluency in English required (reading, speaking, writing)
We offer
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