CH10 - BJB Bank Julius Baer & Co. Ltd.
Operations Specialist - Tax Reporting Data(m/w/x)
Full-timeOn-siteExperienced
Zürich
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BABank Julius Baer & Co. Ltd.
Operations Specialist(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Daily data cleansing and enrichment using Excel solutions and dedicated dashboards for wealth management. Multi-year experience in Banking Operations data processes required. 4-eye principle validation, AML/CFT risk awareness.
Requirements
- Multi-year 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)
- Reliability, teamwork, accountability, and self-direction
- Affinity for working with numbers and clean, high-quality data
- Strong interpersonal skills and service orientation
- Sound risk awareness
- Tax Reporting Software “Easy Tax” skills is a plus
- Fluent English, German a plus
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 awareness of operational, AML/CFT, and fraud risks
- Execute controls and report incidents
- Assist with ad-hoc queries
- Provide timely feedback
Work Experience
- approx. 1 - 4 years
Education
- High school diploma
Languages
- English – Fluent
- German – Basic
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 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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BABank Julius Baer & Co. Ltd.
Operations Specialist(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Daily data cleansing and enrichment using Excel solutions and dedicated dashboards for wealth management. Multi-year experience in Banking Operations data processes required. 4-eye principle validation, AML/CFT risk awareness.
Requirements
- Multi-year 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)
- Reliability, teamwork, accountability, and self-direction
- Affinity for working with numbers and clean, high-quality data
- Strong interpersonal skills and service orientation
- Sound risk awareness
- Tax Reporting Software “Easy Tax” skills is a plus
- Fluent English, German a plus
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 awareness of operational, AML/CFT, and fraud risks
- Execute controls and report incidents
- Assist with ad-hoc queries
- Provide timely feedback
Work Experience
- approx. 1 - 4 years
Education
- High school diploma
Languages
- English – Fluent
- German – Basic
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 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.
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
About the Company
Bank Julius Baer & Co. Ltd.
Industry
FinancialServices
Description
The company focuses on wealth management and aims to create value beyond wealth.
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