Corporate Actions Specialist 80% - 100% (f/m/d) - (Contract through our external payroll partner with immediate start for 12 months with possible extension)
Publication date:
22 April 2025Workload:
80 – 100%- Place of work:Zürich
Job summary
Join Julius Baer, where your unique qualities shine in wealth management. Experience a dynamic work environment and grow your career with us.
Tasks
- Process interest and dividend events on time and accurately.
- Supervise tax refund processes across different markets.
- Manage service mailbox and hotline efficiently.
Skills
- Banking apprenticeship or high school diploma required, with experience preferred.
- Strong verbal and written skills in German and English.
- Ability to work independently with accuracy and resilience.
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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 dividends and interests. 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.
IHRE AUFGABEN
Ensuring the timely and correct processing of interest and dividend events
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Supervision of tax refund processes in various markets
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Reconciliation and correction of security and cash differences
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Identification and processing of securities lending and borrowing positions and correspondence with counterparties
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Processing of internal and external payments
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Timely and competent management of the service mailbox and hotline
YOUR PROFILE
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Banking apprenticeship, basic commercial training or high school diploma (preferably with banking experience)
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Knowledge of securities (experience with administrative transactions an advantage)
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Very good verbal and written skills in German and English
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Enjoyment of professional and technical details
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High degree of self-interest and sense of responsibility
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Ability to work in a team, collegiality and reliability
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Independence, accuracy, resilience and flexibility
We only consider candidates who can start immediately.
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