At a Glance
- Tasks: Support two Managing Directors with diary management, communication, and administrative tasks.
- Company: Join Rothschild & Co, a prestigious global financial services group with a rich history.
- Benefits: Enjoy a competitive salary, inclusive culture, and opportunities for personal growth.
- Other info: Flexible working hours and a supportive environment to help you thrive.
- Why this job: Be part of a dynamic team and make a real impact in wealth management.
- Qualifications: Previous experience supporting senior individuals and strong IT skills are essential.
The predicted salary is between 36000 - 60000 € per year.
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 4600 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.
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: Organising meetings, conference calls, dinners, and 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. Gatekeeper 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, collating papers, ensuring adequate preparation with relevant client advisors, and allowing reading time. For internal meetings, liaising with the Chief of Staff/colleagues to ensure they have had all relevant papers including board packs and have had time to discuss any issues ahead of the meeting. Ensuring both Managing Directors keep to their schedule, anticipating challenges and where they might overrun, and learning what to prioritise. Anticipating and resolving issues in advance.
- Communication: Managing both inboxes as required, deleting junk, flagging urgent requests, and creating a to-do list (planner) and following up accordingly to ensure these have been done. Dealing with all communication (phone, email) in a professional manner, taking accurate telephone messages and responding appropriately and promptly.
- 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 agendas for various Client Adviser meetings. Responsible for organising hotel and travel arrangements (international and domestic) as required, including foreign currencies, airport pickups, hotels, etc. Responsible for accurately preparing travel itineraries which include contact details, key addresses, and any relevant documents.
- Teamwork: Build good working relationships with other EAs/Team Assistants across the business. Build good relationships and work closely with the Business Management Team. Proactively organise team building events.
- Other: Providing assistance with any personal admin (i.e. doctors' 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 Directors' 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.
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.
Key Skills
- Typing
- MailChimp
- QuickBooks
- Web Development
- Personal Assistant Experience
- Group Fitness
- Front Desk
- Personal Training
- Social Media Management
- Program Design
- Bookkeeping
- Content Creation
Employment Type: Full-Time
Experience: years
Vacancy: 1
Personal Assistant to MDs, Wealth Management employer: Rothschild & Co
Rothschild & Co is an exceptional employer, offering a dynamic and inclusive work environment in the heart of London. As a Personal Assistant to the Managing Directors in Wealth Management, you will benefit from a culture that values diverse perspectives and fosters professional growth, while being part of a prestigious global financial services group with a rich history. The company prioritises employee development and provides unique opportunities for collaboration and networking within a supportive team atmosphere.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Assistant to MDs, Wealth Management
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Rothschild & Co on LinkedIn. A friendly chat can give us insider info about the company culture and what they really value in a Personal Assistant.
✨Tip Number 2
Prepare for the interview by practising common questions. Think about how your skills match the job description, especially around diary management and communication. We want to show them we’re the perfect fit!
✨Tip Number 3
Dress to impress! First impressions matter, so make sure we look sharp and professional. It shows we respect the opportunity and are serious about the role.
✨Tip Number 4
Follow up after the interview with a thank-you email. It’s a great way to reiterate our interest in the position and remind them why we’d be an awesome addition to their team!
We think you need these skills to ace Personal Assistant to MDs, Wealth Management
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that are relevant to the Personal Assistant role. Highlight your previous secretarial or administrative experience, especially supporting senior individuals, as this is key for us.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to showcase your enthusiasm for the role and how your proactive approach aligns with our values at Rothschild & Co. Don’t forget to mention your ability to anticipate challenges and resolve issues.
Show Off Your Organisational Skills:In your application, give examples of how you've managed multiple tasks and maintained attention to detail under pressure. We love candidates who can juggle responsibilities while keeping everything running smoothly!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at Rothschild & Co
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the responsibilities of a Personal Assistant to MDs in Wealth Management. Familiarise yourself with diary management, communication protocols, and administrative tasks. This will help you demonstrate your knowledge and show that you're genuinely interested in the role.
✨Showcase Your Organisational Skills
During the interview, be ready to discuss specific examples of how you've managed multiple tasks or projects simultaneously. Highlight your attention to detail and ability to prioritise effectively, as these are crucial skills for the role. Consider sharing a story where you successfully resolved a scheduling conflict or streamlined a process.
✨Demonstrate Your Communication Prowess
Since you'll be managing communications for the Managing Directors, it's essential to showcase your interpersonal skills. Practice articulating your thoughts clearly and confidently. You might even want to prepare a few questions to ask the interviewers about their communication style and expectations.
✨Emphasise Your Proactive Approach
Rothschild & Co values individuals who can anticipate challenges and act accordingly. Be prepared to discuss instances where you've taken initiative in your previous roles. Whether it was organising a team event or finding solutions to unexpected issues, showing that you can think ahead will set you apart from other candidates.
