Income Specialist 100% (f/m/d)

Julius Baer

Processing interest and dividend events
Supervision of tax refund processes
Reconciliation of security and cash differences
The role ensures the timely and correct processing of interest and dividend events while supervising tax refund processes

Job Summary

  • The role ensures the timely and correct processing of interest and dividend events while supervising tax refund processes.
  • Candidates are expected to reconcile security and cash differences and manage securities lending positions with counterparties.
  • The position requires excellent verbal and written skills in both German and English within a wealth management environment.

Matching Summary

The role ensures the timely and correct processing of interest and dividend events while supervising tax refund processes.

Skills & Requirements

Must-have

  • Processing interest and dividend events
  • Supervision of tax refund processes
  • Reconciliation of security and cash differences
  • German and English language skills

Nice-to-have

  • Experience with securities administrative transactions
  • Banking apprenticeship or commercial training
  • High degree of self-interest and responsibility
  • Ability to work in a team

Key Requirements

  • Very good verbal and written skills in German and English
  • Banking apprenticeship, basic commercial training, or high school diploma
  • Knowledge of securities preferred

Work Rights

Not specified

Tailored Resume

Cover Letter