Personal Assistant to MDs, Wealth Management

About Us

Rothschild and 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 and 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 AssistantDivision:

Rothschild and Co Wealth ManagementLocation:

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 and Business Development.

ResponsibilitiesDiary ManagementDiary management – organising meetings, conference calls, dinners and entertainmentWorking 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 meetingGate keeper for both the Head of Client Teams and the Head of Client Strategy and ExecutionEnsuring 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 meetingEnsuring both Managing Director’s keep to their schedule – anticipating challenges and where they might overrun, and learning what to prioritiseAnticipating and resolving issues in advance. Being proactive, thinking ahead, what needs to be considered, time found for, what to prioritise etc

CommunicationManaging 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.

AdminAttending Front office management meetings, taking any minutes requiredKeeping CPD records up-to-dateReconciling expenses and claims promptly and accuratelyUpdating Workday requests from direct reportsOrganising agenda’s for various Client Adviser meetingResponsible 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.

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

OtherProviding 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 essentialGood IT skills to include Outlook, PowerPoint, Word, Excel and TeamsStrong organisational skills, ability to multi-task across a broad range of tasks and maintain exceptional attention to detail even when working under pressureExcellent interpersonal skills – able to communicate clearly and effectively at all levelsAbility to anticipate and resolve issues in advance; e.g. conflicting meetings, meetings running lateCan do attitude and ability to approach all tasks with energy and enthusiasmUnderstands the need for discretion and displays the highest levels of professional integrityEnquiring mind and a desire to succeedSelf-motivated, efficient, reliableEnthusiastic 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 and Co provides longer term opportunities for ..... full job details .....