Job offer
Team Assistant (m/f/d) in Private Banking
The position as Team Assistant (m/f/d) in Private Banking at Julius Baer in Frankfurt am Main includes organizational and administrative tasks, such as supporting the Private Banking team, coordinating client appointments and preparing presentations. The ideal candidate will have completed commercial training and have a very good command of German and English.
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
- Preparation of presentations, speeches and reports
- 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.Job details
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