Personal Assistant to 3 MDs & Vice Chairman
Rothschild & Co
- London
- Permanent
- Full-time
- Liaising with clients, external companies, internal teams and other Rothschild & Co offices
- Diary management – organising meetings, conference calls, client dinners & entertainment
- Managing email inboxes on behalf of the team as required
- Keeping the CPD records of the team up-to-date
- Dealing with expenses for all members of the team
- Dealing with telephone calls in a professional manner
- Travel arrangements – to include preparation of itineraries, booking hotel and flights, currency requirements etc.
- Maintaining a list/report of important client dates: birthdays, anniversaries, review meetings etc.
- Maintaining data lists and preparing communications for bulk client/prospect communications
- Organising regular meetings to review prospect lists and follow up accordingly
- Adding all client, prospect and intermediary meetings to CRM tool, ensuring meeting notes are logged, actions and follow-ups are completed/diarised
- Proactively generate team client events and gift ideas, liaising with Events & Marketing teams when required and managing all associated communication and logistical administration
- Proactively organise team building/socialising events
- Onboarding of new team members
- Dealing with all printing requirements, ensuring accuracy at all times
- Ad-hoc additional projects as and when required
- Previous secretarial or administrative experience working with very senior individuals essential
- Good IT skills to include Outlook, PowerPoint, Word and Excel
- 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