About UsAs 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 integral 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.Overview of RoleThe Assistant will be part of the Front Office Unit of Rothschild & Co Wealth Management Spain AV, SA and report to the General Manager. The Assistant will be responsible for providing support to the Client Advisors in their day-to-day activity by performing the following main tasks:Client Service Excellence: The incumbent will aim to bring professional, high-level customer service and put the customers at the core of what she/he does when managing clients' requests.Formalities, Client Documentation & Risk Management:- Assistant must keep any open items in relation with account administration and client documentation, and any other pending formalities at minimum level.- Assistant must support proactively and help when possible Client Advisors on any open Low, Medium or High-Risk Clients Review, AML alerts to be commented and potential Client complaints.Commercial activity: support the Client Advisors in their day to day activity with- Client meeting preparation (including booklet binding)- Monthly client reporting- Client Phone calls- Ad-hoc requests from clientsAdministrative tasks: be responsible for the following clients administrative related tasks:- Account opening and closing- Pricing exception forms filling in- Statement issuing and sending to clients- Product & Losses (P&L;) impact error input for Risk review- Clients quarterly fee review- Client Adviser's expenses report- Upon request, provide support on specific administrative tasks such as audit, project management and or complianceAssist AV General Director:- Management support- Board of Directors input preparation- Management meeting action item follow-up- Team meeting preparationTeam account opening prioritization list consolidation: Assistant will be responsible to liaise with all Client Advisors and consolidate key information of each potential business case for appropriate prioritization by AV General ManagerBusiness Risk Management & Compliance: Assistant must fully comply with the group's internal guidelines, policies & regulations in order to maintain a safe and risk-free environment for her/him and for her/his team and avoid any incidents.Education and Qualifications- Commercial or High School degree, bank apprenticeship or similarExperience, Skills and Competencies Required- Experience in similar role, within the financial industry of 5 years. Experience with Spanish clients within an international environment- Knowledge and interest in financial markets and asset allocation- Understanding and first professional experiences across major investment asset classes- Fluent in English and Spanish (both written and spoken) is a must.- Proactive attitude with the ability to demonstrate initiative, attention to detail and reliability- Proficient in MS Office- Team player, reliability and accuracy- Flexibility, “can-do” attitude, seeking continuous service improvement, high quality standards**Benefits**:- Rothschild & Co is committed to safeguarding and enhancing the health and wellbeing of all its employees. To support this, Rothschild & Co provides all employees with a range of healthcare services and benefits that aim to support their overall wellbeing- We are conducive to creating a working environment and culture where people can succeed- We provide a variety of inhouse trainings, as well as tuition assistance for further education and training courses- Everyone can choose to incorporate agile working principles into their working weekIf you are curious to learn more about us and have valuable experiences in a similar role, then please submit your CV and Cover Letter through our recruitment tool.