Team Assistant, Research & Sales

TN United Kingdom; London; On-site; GBP 30,000 - 50,000; Full time

Job summary

Join a dynamic team in a leading global financial services group as a Team Assistant. This role is pivotal in providing administrative support to the Research and Sales teams, ensuring smooth operations and optimizing time for senior professionals. You will manage diaries, coordinate travel, and assist in organizing meetings and events. This position offers the chance to work in a collaborative environment, where your proactive approach and organizational skills will be valued. If you thrive in a fast-paced setting and are eager to contribute to a team dedicated to excellence, this is the perfect opportunity for you.

Qualifications

• Experience managing diaries of busy professionals.
• Highly organized and able to multitask effectively.

Responsibilities

• Managing diaries and arranging client meetings for senior employees.
• Coordinating travel and preparing necessary documents.

Skills

Diary Management

Communication Skills

Organizational Skills

Microsoft Office Suite

Multitasking

Education

Experience in PA or Team Assistant Role

Tools

Excel

PowerPoint

CRM Software

Job description

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Team Assistant, Research & Sales, London

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Client:

Location:

London, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

e26567f8f84c

Job Views:

6

Posted:

05.05.2025

Expiry Date:

19.06.2025

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Job Description:

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 4,200 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 diversity and 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.

Job Title: Team Assistant – Research & Sales

Division: Redburn Atlantic

Location: 10 Aldermanbury, London EC2V 7RF

Redburn Atlantic

Redburn Atlantic is built upon a commitment to intellectual freedom, commercial research, best execution and premium client service. Redburn was founded in 2003 with a strong partnership ethos and entrepreneurial spirit and has grown from 14 employees to approximately 250. As of August 2023, Redburn has combined with Atlantic Equities, one of the leading North America/Europe research and execution firms based in London. Redburn Atlantic has an equal coverage list of US and European stocks with a team of over 60 publishing analysts. The transaction was led by our parent, Rothschild & Co.

Redburn Atlantic provides institutional investors with equity research, quantitative and technical analysis, economics research and agency execution in European and North American equity markets. In addition to research and execution, Redburn Atlantic Access links investors to Redburn Atlantic’s network of industry executives and independent experts. Redburn Atlantic has offices in London, Paris, Madrid, Frankfurt, New York, Dallas and Boston.

The Role

Reporting to another Assistant within the Research Services support team, the successful candidate will provide PA and administrative support to the business, including the Research and Sales teams, and a number of senior individuals. The aim of this role is to help the teams run as smoothly as possible and allow them to optimise their time.

We are looking for a self-starter with a proactive attitude to work seamlessly within the team. The ideal candidate is likely to be someone who has worked in a similar position before and is able to multitask effectively.

Responsibilities

• Managing diaries of senior Redburn Atlantic employees (Analysts and Salespeople); liaising with internal teams and external individuals to arrange client meetings
• Assisting the Sales team in organising meetings between Analysts and clients
• Coordinating national and international travel with our preferred travel agency and preparing any necessary travel documents (itineraries, visas, etc)
• Booking restaurants and taxis
• Organising staff social events
• Processing expense claims
• Preparing any necessary marketing materials, updating Excel spreadsheets and producing PowerPoint presentations
• Organising annual events to connect Junior Analysts with client counterparts
• Helping Analysts plan marketing calendars and keep up to speed with client info
• Working alongside other Assistants and the front of house team, covering for Reception/other Assistants where necessary
• Other ad-hoc tasks

Person Specification

• Experience in either a PA or team assistant role
• Experience managing diaries of busy people
• Highly organised, professional, and trustworthy
• Excellent inter-personal and communication skills
• Proactive and thoughtful approach
• Able to multitask and work to tight deadlines
• Flexible and calm under pressure
• Able to use discretion and tact, and carefully handle confidential information
• Sound judgement, initiative, and common sense
• Flexible approach and willingness to help cover for other assistants occasionally
• Good numeracy and attention to detail
• Strong Excel, PowerPoint and Microsoft Office skills and a willingness to learn other packages such as CRM