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RORothschild & Co

Assistant Intermediaries & Service Desk(m/w/x)

Zürich
Full-timeWith Home OfficeJunior

Processing trade orders and managing client requests for financial intermediaries at a 200-year-old financial group. Fluency in English and German, with financial markets knowledge, required. Flexible work approach.

Requirements

  • Completed commercial education or higher education
  • Previous experience in the financial industry advantageous
  • Strong interest and knowledge in financial markets and asset allocation
  • Fluency in English and German (written and spoken)
  • Proficiency in MS Office and digital tools
  • Excellent communication skills and collaborative mindset
  • Proactive attitude with focus on continuous improvement and high-quality standards
  • Meticulous attention to detail and ability to follow instructions precisely
  • Reliability, conscientiousness, and professionalism in interactions
  • Strong organizational and prioritization skills to manage multiple tasks effectively

Tasks

  • Process, verify, and track trade orders
  • Handle payments and client requests with precision
  • Engage with clients and their representatives
  • Manage calls and emails professionally
  • Support client onboarding and documentation workflows
  • Stay current on regulatory requirements
  • Prepare and manage internal and external meetings
  • Organize conference calls and take detailed meeting notes
  • Develop presentations and tailored client documents

Education

  • Vocational certificationOR
  • Bachelor's degree

Languages

  • EnglishBusiness Fluent
  • GermanBusiness Fluent

Tools & Technologies

  • MS Office

Benefits

Healthcare & Fitness

  • Healthcare services

Learning & Development

  • In-house trainings

Additional Allowances

  • Tuition assistance

Flexible Working

  • Flexible work approach
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Rothschild & Co and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.

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