Executive Administrator, Operations Team

4 weeks ago

Wilmslow, 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.

Job Title:  Executive Administrator (Operations Team)

Division:  Rothschild & Co - Real Estate Debt Management Team

Location:  Wilmslow, town centre location, accessible via all main forms of transport

Real Estate Debt Management Team (REDM)

The REDM team forms part of Rothschild & Co’s Wealth Management division. Based in Wilmslow, our highly experienced team of fifteen originates, structures and manages a portfolio of over £1bn of UK commercial and residential real estate loans for third party institutional investors.

REDM is supported by a small but vitally important Operations Team, which is responsible for the operational aspects of the day to day management of the portfolio.

Overview of Role

The REDM business is growing strongly, and a vacancy has arisen for an ambitious and professional individual to join our excellent Operations Team as an Operations Executive.

The role is full-time five days a week, with the option to work one day a week from home after an initial probation period. This is a varied and busy position which will cover a broad range of tasks.

Responsibilities

Manage all aspects of insurance administration, including liaising between borrowers and brokers ensuring accurate records are maintained at all times Preparation of lease consent letters Assistance with monitoring tasks for loan transactions Document data extraction and input into appropriate fields of designated databases Collaborate with team members to ensure accurate and timely reporting of gift and entertainment activities, including gathering necessary documentation and obtaining approvals to report to Compliance Managing filing systems, including collating documents, updating spreadsheets and managing the off-site storage of documents Identify and analyse signature blocks within legal documents, to facilitate timely and effective execution of documents (often within a tight deadline) Preparing and reformatting reports, PowerPoint presentations and correspondence Managing team diaries and organising internal and external meetings, events and appointments Arranging and booking air and rail travel and accommodation in accordance with the Group Travel Policy Collating and filing expense claims and management of company credit cards Liaising with senior and junior team members, suppliers, clients and professional advisers Greeting visitors, including clients, brokers and professional advisers Assistance with general office management tasks

Ideal Candidate

Our ideal candidate is professional, reliable, personable, diligent, able to use all core Microsoft Office applications, have strong attention to detail, be a good team player and be able to prioritise their own workload.

Experience, Skills and Competencies

3+ years’ experience in a similar role in an insurance, banking, legal or similar operational background Strong verbal and written communication skills Pro-active, solutions focused and able to think outside the box, with confidence to ask questions where necessary Comfortable with technology, with a superior knowledge of Word, Excel, Outlook and PowerPoint to manage data and produce flawless documents and presentations Exceptional organisational skills and an eye for detail Accurate keyboard skills as well as good numeracy and literacy skills with the ability to multi-task The ability to plan your own work, use your own initiative and go the extra mile to meet deadlines The ability to read, analyse and distill information A likeable team player, with a desire to succeed and a willingness to assist regardless of the task

Additional Benefits

Ongoing training and skills development Potential for career progression

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