Accounts assistant Work, Jobs in St. Andrew`s, Gsy (with Salaries)

Assistant Relationship Manager
Julius Baer —Saint Peter Port
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
11d
Assistant Vice President
Apex Group —Saint Peter Port
- Full-time
- Accounting
- Organisational skills
- Financial services
10d
Assistant Vice President - Financial Reporting
Apex Group —Saint Peter Port
- Full-time
- Accounting
- Organisational skills
- Financial services

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Assistant Relationship Manager

Julius Baer -
Saint Peter Port

Apply Now

Job details

Full-time
11 days ago

Qualifications

Microsoft Word
Microsoft Excel
Microsoft Outlook
Microsoft Office
Communication skills

Full job description

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.

The Assistant supports the Relationship Manager (RM) with their Intermediary and end-client related administrative tasks. Responsibilities include handling the on boarding of end-client relationships, as well as maintaining contracts and documentation in the respective systems. The Assistant provides prompt and complete assistance to the RM, tracks dossiers and follow up documentation. The RM relies on the Assistant to process various requests and enquiries, e.g. relating to Portfolio Reporting, Legal & Compliance, Tax, Structures, Credits, etc.

The Assistant is involved in the on-going information exchange with the RM and Team Leader regarding the course of business. The Assistant is also responsible for accurate, efficient and timely processing of payments, trade orders, as well as documenting EAM / end-client instructions and performing call-backs.

YOUR CHALLENGE

Key Areas of Responsibility & time allocation

Acquisition Management: 5%
Relationship Management: 20%
Service Management: 60%
People & Performance Management: 5%

Key Tasks of this Role:

Administrative support to the RM and Team Leader
Opening & closing of Intermediary relationships and technical relationship maintenance
Opening & closing of end-client accounts
Ensuring client KYC records are maintained to the highest standards
Trouble shooting and close bank-internal cross-teams/divisions collaboration
Support with the completion of client periodic reviews and trigger events
Operational support to the RM in Intermediary relationship maintenance and servicing
Processing of Intermediary / end-client instructions / enquiries incl. signature check & quality assurance
Execution of single & bulk order trades, payments, forex transactions, fixed deposits, etc.
Documentation of e-mail & telephone instructions and tracking of dossiers
Performing call-backs
Training Intermediaries to use Baer®Online and support them via "Baer®Online Hotline

YOUR PROFILE

Personal and Social

Excellent communication skills ( Good Telephone/Written manner )
High customer service standards
Excellent Team player and enjoy working in such an environment
Hard working and dedicated individual
Works well under pressure

Professional and Technical

Relevant banking, compliance and/or asset management, investment experience - back and front office
Microsoft Office i.e. Outlook, Word & Excel, familiarity with Client Relationship Management software

We are looking forward to receiving your full job application through our online application tool.

Apply Now

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accounts assistant jobs in st. andrew`s, gsy

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