Office Manager
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
Within 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 Wealth Management 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
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 to recruit a high-caliber individual to join us to provide comprehensive professional secretarial and administrative support in our Wealth Management Division. For the right individual this will be a very challenging and rewarding role, an opportunity to fully utilize and develop their skills and also to learn about our business.
Responsibilities
Corporate secretary
Providing assistance with entity board meetings, ensuring timely preparation of all documents due, distribution of materials, minutes, liaising with external corporate secretary consultants
Providing assistance with regulatory reporting activities in relation to company's boards
Diary Management:
Acting as the 'gatekeeper', understanding the people/organisation and protecting time in their diary
Preparing supporting documents ahead of each meeting and ensuring the schedule is adhered to
Ensuring follow ups to meetings are agreed and actioned
Anticipating and resolving issues in advance
Thinking ahead, informing others of changes to schedule
Taking responsibility for the smooth running and successful delivery of meetings and other events
Travel:
Responsible for organizing all necessary hotel and travel arrangements
Having regard for other meetings, time zones, transfer times
Responsible for accurately preparing travel itineraries
PC Skills:
Accurately typing/amending a range of documents that comply with corporate guidelines
Composing routine correspondence where appropriate
Undertaking research as instructed and required
Communication:
Answering the telephone in a professional manner
Managing voice-mail messages
Managing e-mail communication
Ensuring that both internal and external mail is dealt with promptly
Screening telephone calls
Building good working relationships with PAs and clients
Admin:
Reconciling expenses and claims promptly and accurately
Maintaining an up-to-date filing system
Dealing with HR activities
Office management:
Managing relations with suppliers
Liaising with IT specialists for systems access
Education and Qualifications
Bachelor's Degree
Experience, Skills and Competencies Required
Prior experience working as a Personal or Executive Assistant
Advanced knowledge of Outlook, Word, PowerPoint and Excel
Excellent interpersonal skills
Ability to maintain high level of confidentiality
Ability to manage several projects simultaneously
Proactive attitude with good judgment
Self-motivated, confident, resilient, a team player
Enthusiastic attitude, solutions focused, reliable
Ability to work with limited direction
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.
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