Paralegal Assistant

At CH10 - BJB Bank Julius Baer & Co. Ltd., we value the unique qualities you bring to the table, empowering you to make a meaningful impact and create value beyond wealth.

Your Challenge

• Provide proactive administrative support to a team of Wealth Planners, including document processing, correspondence drafting, and database updates.
• Prepare reports, client offers, and marketing materials that showcase your attention to detail and creativity.
• Conduct thorough legal research and assist Wealth Planners in drafting reports that drive business growth.
• Manage diaries, schedule client meetings, and ensure timely completion of procedural deadlines.
• Monitor and update files, and maintain a secure archive of documents.
• Support Wealth Planners in processing estate files and documentation, ensuring accuracy and compliance.
• Prepare presentations for management, the Suisse Romande market, and clients, highlighting your ability to communicate complex ideas effectively.

Your Profile

• Bachelor or Master's degree in Law, preferably specializing in tax and/or inheritance law.
• Experience in a law firm, trust company, or financial audit firm, with a strong understanding of the industry.
• Excellent organizational skills, attention to detail, and ability to work collaboratively as part of a team.
• Strong legal research, analysis, and control skills, with the ability to think critically and solve problems.
• Flexibility and adaptability, with a willingness to learn and grow with the company.
• Thoroughness and discretion, with a commitment to maintaining confidentiality and upholding the company's values.
• Proficiency in Microsoft IT tools, including Excel and PowerPoint, with a strong understanding of data analysis and presentation.
• Fluency in French, with excellent spoken and written English, and the ability to communicate effectively with clients and colleagues.

We are excited to receive your full job application through our online application tool, and look forward to discussing this opportunity further.