14 Sep 2021

Financial Reporter

Ref 34060

Our client is looking for a Financial Reporter who will become familiar with Julius Baer Group Tax Reporting policies and procedures and prepare monthly reviews of exception reporting generated by Viewpoint, e.g. Indicia, distributions, deemed distributions, Static Data checks e.g. Change of Address etc.

The chosen candidate will liaise with case officers (JBTCI) and Client Relationship Managers (JB Group) to ensure complete and accurate data whilst ensuring any legacy data required for year end 2022 reporting is prepared for JBGCTS.

The ideal candidate will have:

Previous experience in a similar role in the trust admin sector is required

 

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