Job Overview
Performing checks along with reviews where applicable on all aspects of the transfer agency value chain;
Provide support in on-boarding new investors from document review and system set up;
Monitor and support the on-boarding of new investors with external administrators;
Review and liaise with internal tax teams on issues relating to FATCA (Foreign Account Tax Compliance Act) and CRS (Common Reporting Standard);
Coordinate with internal and external business partners across multiple offices internationally;
Participation in various ongoing projects, particularly in terms of process enhancements and system developments.
At least 3 years of experience in a similar role in the financial industry, preferably within asset management;
Relevant education/experience in the areas of AML/Compliance and/or FATCA/CR are advantageous;
Excellent verbal and written language skills, both in English and German are essential;
Positive mind-set and well-balanced team player with a high service and client orientation;
Trustworthy, discreet and self-dependent personality who enjoys administrative tasks;
Strong organizational and multi-tasking skills;
Accurate and diligent working style.
Job Detail
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Offerd Salary120,000 CHF
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Career LevelOthers
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Experience4 Years
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GenderBoth
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INDUSTRYBanking
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QualificationMaster’s Degree