Team Assistant within Global Advisory Division (50%)

Posted 5 Days Ago
Be an Early Applicant
Zürich, CHE
In-Office
Entry level
Financial Services
The Role
Provides comprehensive administrative and secretarial support to a financial services team. Responsibilities include calendar and meeting coordination, office supply and invoice management, event and client meeting support, onboarding and offboarding assistance, document tracking, expense reconciliation, and coverage for senior stakeholders. The role requires German and English fluency, strong Microsoft Office skills, confidentiality, organization, reliability, and the ability to manage competing priorities under pressure.
Summary Generated by Built In

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 4,600 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 & 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.

Overview of Role

As Team Assistant within our Global Advisory Division, you will provide comprehensive secretarial and administrative support to the team.

While the role will primarily support designated individuals, there will also be a requirement to work closely with other members of the Global Advisory Division,

including fellow assistants, to help balance workloads and ensure seamless support across the business.

This is a highly collaborative role that requires flexibility, a proactive approach, and the ability to build strong working relationships across the Division.

Previous banking experience or financial services knowledge is not a prerequisite for this role.

We are looking for a highly organised, service-oriented individual with strong administrative and interpersonal skills, a willingness to learn, and the ability to thrive in a fast-paced, professional environment.

Responsibilities

  • Provide comprehensive administrative support to the team, ensuring smooth day-to-day operations and acting as a central coordination point
  • Support a VP/Director with calendar management, coordination of priorities, and general administrative tasks to facilitate efficient workflow
  • Assist in comprehensive scheduling of project meeting
  • Oversee and manage stationery orders ensuring continuous availability of office supplies and efficient inventory management
  • Provide full administrative coverage for senior stakeholders during absences, holidays, or peak periods, ensuring continuity of support
  • Support the invoicing process, including preparation and tracking of invoices
  • Support the organisation of events eg. invitations, materials, and on-site support.
  • Support onboarding/offboarding processes by managing allocation and return of devices.
  • Coordinate the preparation and review of third-party documentation ensuring relevant documents are uploaded to the database
  • Reconciling expenses and claims promptly and accurately
  • Preparing meeting rooms for client meetings, greeting clients and ensuring meeting rooms are left in a clean state for further meetings on the day
  • Any other duties that are within the employee's skills and abilities whenever reasonably instructed

Education and Qualifications

  • Commercial apprenticeship, Hotel business education or similar
  • Strong MS Office experience

Experience, Skills and Competencies Required

  • Fluent in German and English
  • Excellent interpersonal skills – to communicate clearly and effectively at all levels
  • Ability to maintain high level of confidentiality in respect of information/documents/projects being produced/undertaken
  • Good organisational and time management skills with the ability to prioritise workload and multi-task
  • Proactive attitude with the ability to demonstrate initiative, attention to detail and reliability
  • Self-motivated, highly productive, reliable with a flexible attitude.  Ability to act with good judgement and common sense
  • Ability to work under pressure, meet tight deadlines

          If you are curious to learn more about us and have valuable experiences in a similar role, then please submit your CV, Certificates and Cover Letter through our recruitment tool.

          Skills Required

          • Commercial or High School degree, bank apprenticeship, or similar qualification
          • Strong Microsoft Office experience
          • Fluent in German and English
          • Excellent interpersonal and communication skills
          • Ability to maintain confidentiality
          • Strong organizational and time management skills
          • Ability to prioritize, multitask, and meet tight deadlines
          • Proactive, reliable, self-motivated, flexible, and detail-oriented

          Rothschild & Co Compensation & Benefits Highlights

          The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Rothschild & Co and has not been reviewed or approved by Rothschild & Co.

          • Fair & Transparent Compensation Pay is considered competitive across core markets, and employer-provided salary bands in U.S. postings reinforce transparency on base ranges. Europe and core advisory teams are often characterized as strong on compensation relative to their market positioning.
          • Leave & Time Off Breadth Paid time off in the U.S. is described as starting around four weeks and increasing with seniority, alongside paid holidays and sick time. This points to a broad time-off framework in key offices.
          • Retirement Support A U.S. 401(k) with immediate vesting and a tiered employer match is cited, complementing discretionary bonuses. These features indicate meaningful retirement-focused support within the package.

          Rothschild & Co Insights

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          The Company
          HQ: London
          4,577 Employees
          Year Founded: 1798

          What We Do

          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 more than 40 countries across the world, we provide independent advice on M&A, strategy and 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. For more information on our group, visit www.rothschildandco.com

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