Personal Assistant to MDs, Wealth Management en Rothschildandco

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 4,600 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 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: Personal Assistant

Division: Rothschild & Co Wealth Management

Location:  London

Overview of Role

We are looking for a proactive, enthusiastic and experienced Personal Assistant to provide comprehensive secretarial and administrative support to the Front office comprising of two Managing Directors (the Head of Client Teams and Head of Client Strategy and Execution)

They are jointly responsible for leading the Front office for WMUK, working with Client Teams, Central office and Marketing & Business Development.

Responsibilities

Diary Management

• Diary management – organising meetings, conference calls, dinners & entertainment
• Working closely with the Chief of Staff to track actions and support both Managing Directors. Ensuring follow-ups or to dos from Committees, Board and Management meetings are logged and actioned.
• Organising regular meetings with direct reports tracking any agenda items ahead of the meeting
• Gate keeper for both the Head of Client Teams and the Head of Client Strategy and Execution
• Ensuring both Managing Directors are prepared for internal and external meetings e.g. for external client meetings - collating papers, ensuring adequate prep with relevant client advisor and/or reading time.  For internal meetings – liaising with the Chief of Staff / colleagues to ensure they  have had all relevant papers, including board packs etc. and has had time to talk through any issues ahead of the meeting
• Ensuring both Managing Director’s keep to their schedule – anticipating challenges and where they might overrun, and learning what to prioritise
• Anticipating and resolving issues in advance. Being proactive, thinking ahead, what needs to be considered, time found for, what to prioritise etc

Communication

• Managing both inboxes as required – deleting junk, flagging urgent requests, flagging any actions from emails , create a to do list (planner) and following up accordingly to ensure these have been done.
• Dealing with all communication, phone, email etc. in a professional manner, taking accurate telephone messages and responding in an appropriate and prompt manner.

Admin

• Attending Front office management meetings, taking any minutes required
• Keeping CPD records up-to-date
• Reconciling expenses and claims promptly and accurately
• Updating Workday requests from direct reports
• Organising agenda’s for various Client Adviser meeting
• Responsible for organising hotel and travel arrangements (international and domestic) as required, including foreign currencies, airport pick ups, hotels etc.
• Responsible for accurately preparing travel itineraries which include contact details, key addresses etc. and any relevant documents.

Teamwork

• Build good working relationships with other EAs / Team Assistants across the business.
• Build good relationships and working closely with the Business Management Team
• Proactively organise team building events

Other

• Providing assistance with any personal admin i.e. doctor’s appointments, gym, family travel etc, and reminders of things to be done.  Needs to be adaptable on this point and recognise that providing this support frees up the Managing Director’s time.

Experience, Skills and Competencies Required

• Previous secretarial or administrative experience supporting senior individuals essential
• Good IT skills to include Outlook, PowerPoint, Word, Excel and Teams
• 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
• Enthusiastic attitude, solutions focused, reliable with a flexible attitude towards working hours

Certified role status: No 

Our goal is to have a balanced, inclusive and flexible environment which enables all colleagues to achieve their personal and professional aspirations, and to ensure that Rothschild & Co provides longer term opportunities for talent.