Julius Baer

Operations Specialist 100% (f/m/d) - (Contract through our external payroll partner with immediate start until 31.12.2027 with possible extension)

Zurich Full time

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.

To support temporarily (1-2 years) our Operations Data Centre of Excellence, we are looking for an Operations Specialist who enjoys executing and improving data processes to deliver best services to stakeholders. The position is focusing on tax reporting data.

YOUR CHALLENGE

  • Execute day-to-day data cleansing & enrichment, following standards and processes, using Excel solutions and dedicated Dashboards

  • Perform validation 4-eye principles (produce & verify)

  • Adhere to guidelines & policies

  • Heightened awareness of operational risk, AML/CFT risk, fraud risk (internal/external)

  • Execute controls, report incidents

  • Provide assistance, resolve ad-hoc queries and give timely feedback

YOUR PROFILE

  • Multi year experience in delivering daily data processes in Banking Operations, ideally in the area of Client Tax Reporting or Financial Instruments

  • Advanced MS Excel skills and experience in Dashboard usage (Tableau/ PowerBI or similar)

  • Reliable team player with a high degree of accountability and self-direction

  • Affinity for working with numbers and for clean, high quality data

  • Strong interpersonal skills & service orientation

  • Sound risk awareness

  • Tax Reporting Software “Easy Tax” Skills is a plus

  • Fluent in English, German a plus

We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site.

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