Paralegal / Fund Documentation

vor 4 Wochen


Zurich, Schweiz coni+partner AG Vollzeit

Our client is a bank in Zurich. We are looking for a Back office Specialist (m, w, d) as a

Paralegal / Fund Documentation

Tasks

Responsible for controls and reviews of the securities transfer process / Document review during onboarding (KYC, AML) and support of new clients or external asset managers / Setup of client accounts in the system / Collaborate with the tax department on tax compliance issues (FATCA and CRS) / Coordinate projects with internal and external stakeholders globally / Participate in multiple projects to optimize tools, global processes and systems / Drive process improvements and system developments.

**Requirements**:
KV, HF / Paralegal training / Experience in a paralegal role at bank, family office, asset management, insurance or law firm / Experience with CDB, onboarding and tax compliance / Audit experience with Worldcheck / Accurate and diligent work ethic / Interest in administrative tasks / Analytical, responsible personality with quick perception that remains efficient under time pressure / Ability to set priorities and good work organization / Communicative language talent and interpersonal skills / Trustworthiness / IT affinity in dealing with systems / Dexterous with MS Office / German and English.

coni + partner ag

Ivano Coni

Managing Director

Klosbachstrasse 107

CH-8032 Zürich

**Tel.**: +41 44 254 90 10



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