Personal Assistant to 3 Mds

7 months ago

London, United Kingdom Rothschild & Co Full time

About Us

Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets.

Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet.

We have 4,200 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions - Global Advisory, Wealth Management, Asset Management and Five Arrows.

As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward.

Rothschild & Co is committed to an inclusive and supportive environment where diversity and different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference.

Rothschild & Co Wealth Management (“WMUK”)

At Rothschild & Co Wealth Management we offer an objective long-term perspective on investing, structuring and safeguarding assets, to preserve and grow our clients’ wealth.

We provide a comprehensive range of private wealth services to some of the world’s wealthiest and most successful families, entrepreneurs, foundations and charities. In an environment where short-term thinking often dominates, our long-term perspective sets us apart. We believe preservation-first is the right approach to managing wealth.

Overview of Role

We are looking for a proactive, enthusiastic and experienced Personal Assistant to provide comprehensive secretarial and administrative support to three Managing Directors and one Executive Vice Chair.

The three Managing Directors and Executive Vice Chair have varying responsibilities spanning client, prospect and intermediary relationships, tax expertise, and internal oversight committees. The Assistant is an integral part of this team.

**Responsibilities**:

- Liaising with clients, external companies, internal teams and other Rothschild & Co offices
- Diary management - organising meetings, conference calls, client dinners & entertainment
- Keeping the CPD records of the team up-to-date
- Dealing with expenses for all members of the team
- Dealing with telephone calls in a professional manner
- Travel arrangements - to include preparation of itineraries, booking hotel and flights, currency requirements etc.
- Maintaining a list/report of important client dates: birthdays, anniversaries, review meetings etc.
- Maintaining data lists and preparing communications for bulk client/prospect communications
- Organising regular meetings to review prospect lists and follow up accordingly
- Adding all client, prospect and intermediary meetings to CRM tool, ensuring meeting notes are logged, actions and follow-ups are completed/diarised
- Proactively generate team client events and gift ideas, liaising with Events & Marketing teams when required and managing all associated communication and logístical administration
- Proactively organise team building/socialising events
- Onboarding of new team members
- Dealing with all printing requirements, ensuring accuracy at all times
- Ad-hoc additional projects as and when required

Experience, Skills and Competencies Required
- Previous secretarial or administrative experience working with very senior individuals essential
- Good IT skills to include Outlook, PowerPoint, Word and Excel
- Strong organisational skills, ability to multi-task across a broad range of tasks and maintain exceptional attention to detail even when working under pressure
- Excellent interpersonal skills - able to communicate clearly and effectively at all levels
- Ability to anticipate and resolve issues in advance; e.g. conflicting meetings, meetings running late
- Can do attitude and ability to approach all tasks with energy and enthusiasm
- Understands the need for discretion and displays the highest levels of professional integrity
- Enquiring mind and a desire to succeed
- Self-motivated, efficient, reliable

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