Banking Specialist

Banking specialist - head of german tax services

Within Banking Operations business area, the Banking Operations – Tax Team in Be...

Location

Germany , Düsseldorf

Salary:

Not provided

Avaloq

Expiration Date

Until further notice

Requirements

Completed training as a bank clerk or degree in economics with a specialization in taxation
In-depth knowledge of national and international tax law
Proven experience in managing tax-related banking topics
Several years of professional and personnel management experience in international and remote work environments
Proficient in MS Office applications
Excellent command of German and English, both written and spoken
High level of initiative and assertiveness
Structured, detail-oriented approach combined with quick comprehension
Strong customer and service orientation
Resilient, team-oriented, and adaptable

Job Responsibility

Lead and manage the German Tax team
Coordinate statutory notifications in line with directives from the Federal Central Tax Office and related institutions
Oversee the handling of customer inquiries regarding the tax treatment of securities transactions
Drive project work for implementing legal requirements on tax and reporting topics (e.g., withholding tax, investment tax reform, church tax)
Contribute to the development of new functionalities for our banking platform to enhance process efficiency and minimize operational risks
Ensure compliance with all legal and regulatory requirements within the team
Participate in projects aimed at acquiring new clients
Review and prepare annual tax reports for clients under mandate
Maintain goal-oriented communication with clients and internal stakeholders

What we offer

Annual bonus
Flexible working
Instant recognition
Access to Udemy for professional and personal learning

Fulltime

Banking Specialist - Head of German Tax Services

Within Banking Operations business area, the Banking Operations – Tax Team in Be...

Location

Germany , Berlin

Salary:

Not provided

Avaloq

Expiration Date

Until further notice

Requirements

Completed training as a bank clerk or degree in economics with a specialization in taxation
In-depth knowledge of national and international tax law
Proven experience in managing tax-related banking topics
Several years of professional and personnel management experience in international and remote work environments
Proficient in MS Office applications
Excellent command of German and English, both written and spoken
High level of initiative and assertiveness
Structured, detail-oriented approach combined with quick comprehension
Strong customer and service orientation
Resilient, team-oriented, and adaptable

Job Responsibility

Lead and manage the German Tax team
Coordinate statutory notifications in line with directives from the Federal Central Tax Office and related institutions
Oversee the handling of customer inquiries regarding the tax treatment of securities transactions
Drive project work for implementing legal requirements on tax and reporting topics (e.g., withholding tax, investment tax reform, church tax)
Contribute to the development of new functionalities for our banking platform to enhance process efficiency and minimize operational risks
Ensure compliance with all legal and regulatory requirements within the team
Participate in projects aimed at acquiring new clients
Review and prepare annual tax reports for clients under mandate
Maintain goal-oriented communication with clients and internal stakeholders

What we offer

Annual bonus
Flexible working
Instant recognition scheme
Access to Udemy for professional and personal learning

Fulltime

We are seeking a detail-oriented and reliable Banking Specialist to provide exce...

Location

United States , Strongsville

Salary:

Not provided

Foundation Software

Expiration Date

Until further notice

Requirements

Proven ability to provide top-level support to customers and associates
Basic math skills: accounting skills are a plus
Familiarity with banking industry processes, procedures, and financial transactions including ACH and Wire Transfer
Ability to work in a fast pace and deadline driven industry
Superior organizational skills, comfortable multitasking and working both independently and effectively as a team member
High degree of accuracy and attention to detail
Excellent communication and critical thinking skills
Working knowledge of Microsoft Office and Windows-based applications
FOUNDATION®, MasterTax, and Salesforce or other CRM software knowledge is a plus
Prior customer service, call center, or related banking industry experience preferred

Job Responsibility

Respond to client inquiries received via phone, or email, addressing issues, answering questions, or providing assistance with banking transactions
Monitor bank accounts for receipt of client funds
Communicate with bank associates and clients to ensure timely receipt of outstanding funds
Bank account error or returned transaction notifications and reconciliations
Process client bank account change or update requests
End of Day banking processes
Collaborate with payroll, tax, and finance teams to ensure timely and accurate processing
Maintain expertise in software, business funding rules, and relevant industry factors
Adhere to all department and company standard operating procedures
Project a professional and positive image as a company representative by providing thorough assistance to associates, clients, and third parties

What we offer

Manicures and pedicures in the office
Massages
House cleaning
Laundry service
Monthly car washes
Catered lunches Wednesdays
Monthly happy hour
Workout facility
Fitness classes
Free personal training

Fulltime

Client Services Specialist

This position supports the Investment Consulting Services team with a blend of o...

Location

United States , Boston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Associate’s Degree or higher (Bachelor’s preferred but not required)
Minimum 2 years of administrative support experience in a detail oriented services environment
prior experience in wealth management, investment, or tax/accounting firms is strongly preferred
Strong client service orientation, professionalism, and teamwork mindset
High attention to detail, process-orientation, and ability to manage transactional accuracy/compliance
Proven ability to manage multiple deadlines independently and proactively
Superior communication skills (both verbal and written) for working with internal and external stakeholders of varying seniority
Advanced proficiency in Microsoft Excel and PowerPoint
Solid experience with Teams, Word, and Outlook
Demonstrated experience tracking transactions, preparing or filing sensitive client documentation, and organizing meetings/materials

Job Responsibility

Supports the Investment Consulting Services team with a blend of operational and administrative responsibilities
Acts as a liaison with investment managers, vendors, custodians, and clients
Handling client paperwork (brokerage accounts, agreements, trade authorizations)
Tracking and logging financial transactions
Coordinating compliance for client documentation
Preparing tax packages
Supporting client meetings
Organizing financial documents
Facilitating communications between clients and staff

What we offer

Medical, vision, dental, and life and disability insurance
Eligible to enroll in company 401(k) plan
Free online training

Banking Specialist - Client Static Data

A bit about the role: Your mission: Monitor and manage Client static Data accura...

Location

India , Pune

Salary:

Not provided

Avaloq

Expiration Date

Until further notice

Requirements

Bachelor’s degree in business, Finance, Economics or other related area
2+ years of experience in Banking Operations, client data management, or back-office processing in the banking or financial services domain
Positive, pro-active, and can-do attitude with a high degree of independence, integrity, flexibility and reliability
Proficiency in MS Excel (lookup, filters, pivot, basic formulas)
Strong attention to detail and ability to work with structured and unstructured data
Good communication and coordination skills to work with cross-functional teams
Continuous improvement attitude (Kaizen, Six Sigma,) to guarantee the best service and client experience
Excellent English knowledge (written and oral)

Job Responsibility

Monitor and manage Client static Data accurately
Understanding of client static data elements (e.g., name, address, legal entity, tax IDs, account relationships), KYC aspects and impacts
Responsible for meeting agreed service level and turnaround times in all assigned activities
Excellent attention to detail, accuracy, risks and controls
Work as per Singapore time zone
Cross coverage support within Banking Operations Division when required

What we offer

Annual bonus
Flexible working
Instant recognition
Access to Udemy for professional and personal learning

Fulltime

Banking Specialist - Foreign Taxes

The Global department is located in three different regions: Germany (Berlin, Dü...

Location

Germany , Berlin

Salary:

Not provided

Avaloq

Expiration Date

Until further notice

Requirements

University degree in economics or law or apprenticeship in banking or equivalent education
First professional experience within the financial services industry, for example in the back office of a bank
Open-minded, team player, quality-oriented and autonomous
Flexibility and willingness to learn
Solid analytical and problem-solving abilities
Ability to work independently in a demanding, fast-paced and complex environment
Very good command of English, fluency in German

Job Responsibility

Regulatory reporting to various regulatory or tax bodies in Germany and abroad
Various tax services, e.g., Tax Relief, Financial Transaction Tax, US QI reporting or FATCA/CRS
Delivery of operational processes and services for international markets
Supporting the team improving the functionalities of Avaloq’s core banking platform and the related operational processes to increase efficiency and decrease operational risks
Supporting the team in projects and testing of new functionalities or regular releases

What we offer

Annual bonus
Flexible working
Instant recognition
Access to Udemy for professional and personal learning

Fulltime

Banking Specialist - Foreign Taxes

The Global department is located in three different regions: Germany (Berlin, Dü...

Location

Germany , Düsseldorf

Salary:

Not provided

Avaloq

Expiration Date

Until further notice

Requirements

University degree in economics or law or apprenticeship in banking or equivalent education
First professional experience within the financial services industry, for example in the back office of a bank
Open-minded, team player, quality-oriented and autonomous
Flexibility and willingness to learn
Solid analytical and problem-solving abilities
Ability to work independently in a demanding, fast-paced and complex environment
Very good command of English, fluency in German

Job Responsibility

Regulatory reporting to various regulatory or tax bodies in Germany and abroad
Various tax services, e.g., Tax Relief, Financial Transaction Tax, US QI reporting or FATCA/CRS
Delivery of operational processes and services for international markets
Supporting the team improving the functionalities of Avaloq’s core banking platform and the related operational processes to increase efficiency and decrease operational risks
Supporting the team in projects and testing of new functionalities or regular releases

What we offer

Annual bonus
Flexible working
Instant recognition
Access to Udemy for professional and personal learning

Fulltime

Specialist SAP Architect, Global Trade Services

In this vital role, you will be responsible for leading, architecting, designing...

Location

India , Hyderabad

Salary:

Not provided

Amgen

Expiration Date

Until further notice

Requirements

Master’s degree in computer science or Legal majors and 4 to 6 years of SAP implementation experience in specific to SAP GTS module
Bachelor’s degree in computer science or Legal majors and 6 to 8 years of SAP implementation experience specifically in SAP GTS Module
Diploma in computer science or Legal majors and 10 to 12 years of IT or years of SAP implementation experience specific to GTS Module
Strong hands-on experience in configuring and integrating all aspects of SAP GTS solutions for global deployments
focus on SPL Screening (all Business Partners including Banks), Legal Control including Product classification and License management, Customs Management for Imports and Exports, Intrastat Reporting etc
Understand Customs processes with Customs Invoices and field mappings background knowledge
Experience with S/4HANA Billing types and Invoice outputs customizations and Foreign trade process in S4 to be integrated with GTS
Demonstrated understanding of Global Legal Regulations as applied in GTS processes
Background to include experience in SAP best practices for Compliance and Customs management processes
Collaborate with integrated agile product teams to ensure seamless integration between SAP GTS and other SAP S4 modules (e.g. OTC, TM, FI and Tax) and external systems

Job Responsibility

Design and configure the GTS module to meet business requirements and implement processes around Compliance and Customs Management
Ensures solutions developed are aligned to enterprise architecture standards, guidelines and principles by leverage common technology platforms and services
Ensures seamless integration between GTS and connected with S4 SAP modules (FI, MM, OTC, TM, ATTP, and EWM) as well as third-party systems
Participate in GTS implementation projects as part of the GTO product team, including blueprinting, gap analysis, testing, go-live, and post-production support
Provide mentoring to team members
Creation and maintenance of critical documentation such as technical assessments, configuration specs, functional designs, test cases, and user manuals
Ensures compliance with pharmaceutical industry standards and regulations
Participate in sprint planning, reviews, and retrospectives to deliver and sustain Amgen's SAP GTS module integrated with SAP S4 ecosystem utilizing the Scaled Agile Framework (SAFe)
Develop innovative solutions that drive speed to value via AI/ML and leading practices
Ability to translate business requirements into design options that are cost effective, efficient, re-usable that align with defined architectural principles and standards

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Banking Specialist - TAX Services

Job Description

Job Responsibility

Requirements

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What we offer

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