Middle Office Specialist

Tasks

• Responsible for the day-to-day operations of the back office and for ensuring compliance with all processes and procedures to guarantee the efficiency, accuracy, and quality of the work.
• Support for business operations across the entire middle-office platform.
• Project Management:
  • Communicate with stakeholders to discuss the scope and timeline of the implementation and provide status updates.
  • Reporting to stakeholders on progress, identifying bottlenecks, monitoring the project plan, and providing updates.
  • Monitoring the project, including the schedule, budget, and quality of the work.
• Risk Management:
  • Ensure that all projects are managed in accordance with Julius Baer’s risk management procedures, e.g., by defining appropriate project tasks to identify and assess risk factors, determine appropriate actions, and establish risk mitigation options, as well as planning countermeasures in the event that an identified risk materializes.
  • Conducting customer due diligence during the onboarding process, including, but not limited to, enhanced due diligence for politically exposed persons, sanctions screening, anti-money laundering checks, and document verification.
  • Management of escalations/issues related to behavioral matters, including, but not limited to, account opening and closing, as well as customer documentation.
• Relationship Management:
  • Building and maintaining strong relationships across departments at Julius Baer and with external stakeholders.
  • Develop a solid understanding of Julius Baer's business processes.
• Contributes to the smooth processing and reconciliation of transactions.
• Handling customer inquiries and ad hoc projects.
• Conducting research and providing support or coordination for financial projects, analyses, presentations, and reports, as dictated by client needs and strategy.
• The role may involve fieldwork or on-site work.
• Daily reporting to senior management.
• Support for operations, including the day-to-day processing of treasury transactions, back-office operations, and back-office management operations.
• Collaborate with global and regional business units to manage and execute various ongoing strategic initiatives.
• Participation in strategic discussions with internal and external stakeholders.
• Work in a way that aligns daily activities with the company's core values.
• Ability to work according to a project schedule.
• Proactive and creative thinking to develop ideas for managing work and other ongoing activities.
• Ability to report on process/system issues and contribute to the identification and documentation of findings.
• Contribute to system and process improvements, new projects, and innovations to enable sustained operational efficiency and ensure that support services remain relevant over time.
• Human Resources Management:
  • Contributes to strengthening team spirit and fostering a collaborative work environment.
  • Building highly effective relationships with global and regional stakeholders across functional boundaries.
• Customer Management (Internal & External):
  • Ensuring timely and accurate