What are the responsibilities and job description for the Banking Services Administrator position at Rothschild & Co?
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.
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 private wealth 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.
Rothschild & Co Wealth Management has a Banking Services team located in Guernsey which provides banking services to our clients who are resident worldwide.
The Banking Services Team
The Banking Services team is responsible for the provision of banking services to private clients and their trust and company structures. This includes current, fixed deposit and notice accounts, Visa cards, a range of payment services, mobile and internet banking and foreign exchange services.
Overview Of Role
We are seeking a Banking Services Administrator to support the Banking Services team in Guernsey.
Key Responsibilities
Data management
Skills and Experience Required
Our goal is to have a balanced, inclusive and flexible environment which enables all colleagues to achieve their personal and professional aspirations, and to ensure that Rothschild & Co provides longer term opportunities for talent.
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.
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 private wealth 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.
Rothschild & Co Wealth Management has a Banking Services team located in Guernsey which provides banking services to our clients who are resident worldwide.
The Banking Services Team
The Banking Services team is responsible for the provision of banking services to private clients and their trust and company structures. This includes current, fixed deposit and notice accounts, Visa cards, a range of payment services, mobile and internet banking and foreign exchange services.
Overview Of Role
We are seeking a Banking Services Administrator to support the Banking Services team in Guernsey.
Key Responsibilities
Data management
- Key point of contact for resolving client data issues
- Owner of client data change processes, including taking the lead on mass static data amendments, such as regulatory remedial exercises
- Responsible for regular client data controls, including performing fraud prevention checks on client requests to change their personal data
- Querying any potential data anomalies
- Ensuring that all changes are made with the highest levels of accuracy
- Ensuring that periodic statements are sent within agreed timeframes
- Preparing interest certificates upon request
- Calculating periodic fees
- Payment / FX initiation and general process support, which may include client call-backs to verify instructions
- Assist with periodic reviews which may include obtaining documents directly from clients
- Provide digital banking set up and troubleshooting support to clients
- Provide card enablement and troubleshooting support to clients
- Responding quickly to escalated issues where delays could incur cost or regulatory risk
- Critical and objecting thinking during the analysis of problems and determining their root cause
- Diligent and high level of attention to detail even when working under pressure
- Logical mind and a quick learner
- Aptitude for problem solving
- Excellent oral and written communication skills
- Strong organisational and time management skills
- Self-starter and team player
- Understands the need for discretion
- High level of professional integrity
Skills and Experience Required
- Financial services industry experience would be beneficial
- Strong educational background
- Applicants should hold a valid Certificate or Permit which allows them to work in Guernsey
Our goal is to have a balanced, inclusive and flexible environment which enables all colleagues to achieve their personal and professional aspirations, and to ensure that Rothschild & Co provides longer term opportunities for talent.
