Corporate Actions Specialist 80% - 100% (f/m/d) - (Contract through our external payroll partner with immediate start for 12 months with possible extension)

Posted 7 Days Ago
Be an Early Applicant
Zürich
Entry level
Fintech • Payments • Financial Services
The Role
The role involves processing corporate actions, creating client notifications, managing customer bookings, and reconciliation of cash and securities breaks.
Summary Generated by Built In

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 Corporate Actions unit takes care of the global processing of administrative actions. Such corporate actions can be general meetings, offers, repurchase agreements and mergers. The economic situation has a direct impact on our work when it comes to implementation in client portfolios. We are responsible for the high-quality and professional preparation of communications to clients who hold their securities with our bank. This includes daily contact with client advisors as well as with internal and external partners.

YOUR CHALLENGE

  • Investigation, identification, categorisation and opening of upcoming capital events

  • Creation of customer-friendly notification letters in four languages (German, English, French, Italian)

  • Monitoring of client instructions

  • Correct and timely transmission of instructions to custodians

  • Proactive management of customer bookings including adjustments of differences and other requests

  • Reconciliation of cash and securities breaks

  • Processing of internal and external payments

  • Management of hotline and group email boxes

YOUR PROFILE

  • Banking apprenticeship, basic commercial training or high school diploma (preferably with banking experience)

  • Knowledge of securities (experience with administrative transactions an advantage)

  • Very good verbal and written skills in German and English

  • Enjoyment of professional and technical details

  • High degree of self-interest and sense of responsibility

  • Ability to work in a team, collegiality and reliability

  • Independence, accuracy, resilience and flexibility

We only consider candidates who can start immediately.

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.

Is this not quite what you are looking for? Set up a job alert by creating a candidate account here.

Top Skills

Administrative Transactions
Securities
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The Company
7,326 Employees
On-site Workplace
Year Founded: 1890

What We Do

The Julius Baer Group is present in over 60 locations worldwide, including Zurich (Head Office), Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, São Paulo, Shanghai, Singapore, Tel Aviv, and Tokyo.

Social media terms of use: https://www.juliusbaer.com/en/legal/social-media/

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