Bank Julius Baer & Co. Ltd.
Operations Specialist(m/w/x)
Full-timeOn-siteExperienced
Zürich
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CHCH10 - BJB Bank Julius Baer & Co. Ltd.
Operations Specialist - Tax Reporting Data(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Daily data cleansing and enrichment using Excel solutions and dedicated dashboards for wealth management. Several years of banking operations experience, ideally in Client Tax Reporting, required. Adherence to guidelines and policies, with a focus on risk awareness.
Requirements
- Several years of experience in daily data processes in Banking Operations, ideally in Client Tax Reporting or Financial Instruments
- Advanced MS Excel skills and dashboard usage experience (Tableau/PowerBI or similar)
- Easy Tax software skills is a plus
- Affinity for numbers and clean, high-quality data
- Strong interpersonal skills, service orientation, and sound risk awareness
- Reliable team player with high accountability and self-direction
- Excellent command of written and spoken English; proficiency in German is highly valued
Tasks
- Execute daily data cleansing and enrichment
- Use Excel solutions and dedicated dashboards
- Perform validation using 4-eye principles
- Adhere to guidelines and policies
- Maintain heightened awareness of operational, AML/CFT, and fraud risks
- Execute controls and report incidents
- Provide assistance and resolve ad-hoc queries
- Give timely feedback
Work Experience
- approx. 1 - 4 years
Education
- High school diploma
Languages
- English – Native
- German – Business Fluent
Tools & Technologies
- MS Excel
- Tableau
- PowerBI
- Easy Tax
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of CH10 - BJB Bank Julius Baer & Co. Ltd. and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
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CHCH10 - BJB Bank Julius Baer & Co. Ltd.
Operations Specialist - Tax Reporting Data(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Daily data cleansing and enrichment using Excel solutions and dedicated dashboards for wealth management. Several years of banking operations experience, ideally in Client Tax Reporting, required. Adherence to guidelines and policies, with a focus on risk awareness.
Requirements
- Several years of experience in daily data processes in Banking Operations, ideally in Client Tax Reporting or Financial Instruments
- Advanced MS Excel skills and dashboard usage experience (Tableau/PowerBI or similar)
- Easy Tax software skills is a plus
- Affinity for numbers and clean, high-quality data
- Strong interpersonal skills, service orientation, and sound risk awareness
- Reliable team player with high accountability and self-direction
- Excellent command of written and spoken English; proficiency in German is highly valued
Tasks
- Execute daily data cleansing and enrichment
- Use Excel solutions and dedicated dashboards
- Perform validation using 4-eye principles
- Adhere to guidelines and policies
- Maintain heightened awareness of operational, AML/CFT, and fraud risks
- Execute controls and report incidents
- Provide assistance and resolve ad-hoc queries
- Give timely feedback
Work Experience
- approx. 1 - 4 years
Education
- High school diploma
Languages
- English – Native
- German – Business Fluent
Tools & Technologies
- MS Excel
- Tableau
- PowerBI
- Easy Tax
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of CH10 - BJB Bank Julius Baer & Co. Ltd. and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
About the Company
CH10 - BJB Bank Julius Baer & Co. Ltd.
Industry
FinancialServices
Description
The company shapes the future of wealth management through engineering, operations, and consulting of security infrastructure.
Not a perfect match?
- Bank Julius Baer & Co. Ltd.
Operations Specialist(m/w/x)
Full-timeOn-siteExperiencedZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
Specialist Client Tax Reporting & Tax Reclaim(m/w/x)
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Client Investment Reporting Specialist(m/w/x)
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Client Investment Reporting Specialist(m/w/x)
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