Job offer
Team Assistant (m/f/d) in Private Banking
The position as Team Assistant (m/f/d) in Private Banking at Julius Baer includes organizational and administrative support of the Private Banking team, coordination of client appointments and documents as well as general office work. The focus is on supporting the team and maintaining client and company processes.
Job description
Team Assistant (m/f/d) in Private BankingTasks
- Organizational and administrative support for the private banking team
- Coordination and preparation of customer appointments and support with follow-up work
- Creation of presentations, speeches and reporting
- Processing of account and custody account documents as well as support with account openings and legitimization 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 smooth office operations in day-to-day business
- Reception and hospitality for customers and business partners
- Travel and expense reports
Requirements
- Completed commercial training - ideally in banking or similar
- Very good written and spoken German, knowledge of English an advantage
- Very good MS Office skills
We offer
No explicit benefits mentioned.Application
We look forward to receiving your application consisting of a CV, relevant certificates and cover letter.Job details
Training opportunities powered by skillaware.