Team Assistant, Wealth Management

1 settimana fa

Milano, Italia Rothschild & Co A tempo pieno

About Us

As one of the world's largest independent financial advisory groups, we know that it takes a distinct perspective to make a meaningful difference to our clients’ business and wealth.

Rothschild & Co is a global and family-controlled group. We provide M&A, strategy and financing advice, as well as investment and wealth management solutions to large institutions, families, individuals and governments, worldwide.

Having been at the centre of the world's financial markets for more than 200 years we can rely on an unrivalled global network of more than 3,800 talented employees and a track-record of outstanding execution with 60 offices around the world.

Our integrated global network of trusted professionals and decision makers around the world provide in-depth market intelligence, meaning we can be closer to current issues than any other global financial institution in our core markets.

It is this scale, local knowledge and intellectual capital that allow us to provide a distinct perspective and effective long-term solutions for our partners.

Job Title: Team Assistant

Division: Rothschild & Co Wealth Management

Location: Milan

Rothschild & Co

Rothschild & Co is one of the world's largest independent financial advisory groups. We offer a distinct perspective that makes a meaningful difference to our clients’ business and wealth.

With a team of 3,800 talented financial services specialists on the ground in 40 countries across the world, we provide independent advice on M&A, strategy and equity and debt financing, as well as investment and wealth management solutions to large institutions, families, individuals and governments. As a family-controlled business that has been at the centre of the world’s financial markets for over 200 years, we can rely on an unrivalled network of specialists and are known for our track-record of outstanding execution in financial services.

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
- Providing assistance with regulatory reporting activities

Diary Management:

- Acting as the ‘gatekeeper’ e.g. understanding the people/organisation and protecting time in their diary; find that “extra hour a day”
- Preparing supporting documents ahead of each meeting and ensuring the schedule is adhered to, e.g. producing and/or collating papers, ensuring adequate prep time, sorting logistics
- Ensuring follow ups to meetings are agreed and actioned
- Anticipating and resolving issues in advance, e.g. conflicting meetings
- Thinking ahead, informing others of changes to schedule, e.g. meetings running late
- Taking responsibility for the smooth running and successful delivery of meetings and other events including attendees. papers, logistics (e.g. travel, video conferencing, other technical requirements)
- Organizing client dinners/entertainment and in-house lunches

Travel:

- Responsible for organizing all necessary hotel and travel arrangements (international and domestic) as required, including foreign currencies, hotels etc
- Having regard for other meetings, time zones, transfer times etc
- Responsible for accurately preparing travel itineraries which include contact details, key addresses etc and any relevant documents

PC Skills:

- Accurately typing/amending a range of documents that comply with corporate guidelines to a consistently high standard
- Composing routine correspondence where appropriate
- Undertaking research as instructed and required

Communication:

- Answering the telephone in a professional manner, taking accurate telephone messages and dealing with them in an appropriate and timely manner
- Ensuring that both internal and external ma

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