Job offer
Assistant (m/f/d) RM
As a Team Assistant (m/f/d), you will support the private banking advisors at Julius Baer in Frankfurt in providing comprehensive service to high-net-worth clients. Your responsibilities will include processing account documentation, coordinating with internal departments, and managing day-to-day office operations and scheduling appointments.
Your Job:
- Processing of account and securities account documents, as well as assistance with account openings and identity verification processes
- Maintenance of customer data in our systems and reliable document management
- Coordination with internal departments (e.g. back office, compliance, product management)
- Organization of trips, appointments and events
- Responsibility for ensuring that day-to-day office operations run smoothly
- Travel and expense reports
YOUR PROFILE
- Completed banking training or a college degree in economics
- Initial professional experience in an assistant role, preferably in finance/banking, the field, or private practice
- Strong organizational skills and a structured way of working
- High level of service orientation, discretion and professionalism in customer contact
- Team spirit, strong communication skills, and a confident demeanor
- Very good written and spoken German and English skills
- Excellent knowledge of MS Office
Job details
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