Assistant(e) Fichier Central – Gestion de dossiers bancaires

About the role

Julius Baer is looking for an Assistant for the Central File team to support the processing and archiving of account opening and update documents in a private banking environment. The role ensures accurate data entry, compliance with tax regulations, and efficient interaction with the Front Office.

Key responsibilities

• Analyze account opening and update documents.
• Enter and validate static data in the banking system.
• Digitize and archive physical files for new and updated accounts.
• Act as a competence centre for Front Office queries related to file handling.
• Contribute to process optimisation and efficiency improvements.

Required profile

• Minimum 33 years of experience in a similar role within a private bank.
• Strong analytical, organizational and documentation skills.
• Good knowledge of tax regulations such as CRS, FATCA, QI, and Tax Relief at Source.
• Fluent English (reading, speaking, writing).

Required skills

• Proficiency with MS Office applications.
• Experience using banking systems T24, KDB and FIO.