Team Assistant, Wealth Management
3 weeks ago
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.
Job Title: Team Assistant
Division: Rothschild & Co Wealth Management
Location: London
Contract: Permanent
Rothschild & Co
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 Merchant Banking.
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 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 to wealth management sets us apart.
Our clients are looking to preserve and grow the real value of their capital. We seek to be sensible custodians, managing our clients' money as if it were our own. Our founding family are one of the few to have successfully preserved their wealth over many generations and we aim to replicate this success for our clients.
Overview of Role
Great Wealth Managers must provide a first class personal service, where team members truly know each client and understand their requirements, whilst also delivering on each client’s investment requirements. To achieve this, we adopt a collaborative approach, splitting relationship and portfolio responsibilities between Client Adviser and Portfolio Manager teams.
We are looking for a proactive, enthusiastic and experienced Assistant to provide comprehensive secretarial and administrative support to two busy Client Adviser teams.
Client Adviser teams are responsible for all elements of a client’s relationship with Rothschild & Co Wealth Management. This includes: working with clients to determine their investment requirements, co-ordinating investment advice and handling all day-to-day client needs. Teams are comprised of senior Client Advisers, Associates and Analysts, who support Client Advisers, and Client Service Executives. The Assistant is an integral part of these teams.
Responsibilities
Liaising with clients, external companies, internal teams and other Rothschild & Co offices Diary management – organising meetings, conference calls, client dinners & entertainment Managing email inboxes on behalf of the team as required 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 logistical 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 requiredExperience, Skills and Competencies Required
Previous secretarial or administrative experience preferred Good IT skills to include Outlook, PowerPoint, Word and Excel Strong organisational skills, ability to multi-task 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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