Events Administrator, Wealth Management
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
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 worlds 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 4600 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.
Rothschild & Co Wealth Management (WMUK)
At Rothschild & Co Wealth Management we provide a comprehensive range of private wealth services to some of the worlds wealthiest and most successful families entrepreneurs foundations and an environment where short-term thinking often dominates our long-term perspective to wealth management sets us apart.
Our clients are looking to preserve and grow the real value of their capital. We seek to be sensible custodians managing our clients money as if it were our own. Our founding family are one of the few to have successfully preserved their wealth over many generations and we aim to replicate this success for our clients.
Overview of the Role
We are seeking a proactive and highly organised Events Administrator (Analyst Grade) to join the Wealth Management UK Marketing & Business Development team. This role offers the opportunity to work closely with the Event Manager Event Specialist and Head of Events & Partnerships as part of a dynamic and collaborative marketing and BD function.
Our team is responsible for the planning and execution of all internal and external marketing initiatives across the UK division. We support Client Advisers (Private Bankers) in strengthening client relationships and achieving business objectives through strategic communications events and business development activities.
This position is ideal for someone looking to gain broad administrative experience in a fast-paced environment while contributing to the delivery of a high-impact events strategy.
Key Responsibilities
Event Support
- Assist in the end-to-end delivery of events including venue sourcing guest list management on-site registration and post-event reporting.
- Over time take ownership of smaller events that relate to our private clients professional adviser network and employees with the guidance and support of the wider team.
- Assisting with event delivering supporting the wider team with set-up registration etc.
- Coordinate event communications using Marketo (marketing automation tool) to create invitations confirmations and follow-ups.
- Collaborate with internal creative teams and external designers to produce event materials (emails invites menus wine booklets further collateral).
- Compile and validate data lists for email campaigns; track and report on key metrics such as delivery open rates up-take attendance.
- Assist with compliance tracking as per the internal company policy.
- Maintain and update CRM records and manage data uploads.
- Provide technical support for hybrid events including streaming via Microsoft Teams.
- Handle ad hoc tasks such as liaising with suppliers placing orders and managing hospitality elements (e.g. wine orders).
Budgeting & Invoicing
- Process event-related invoices maintain accurate reconciliation trackers allocation of expenses.
- Work closely with the finance team to ensure timely and accurate budget closure for each event.
Experience Skills & Competencies
- A confident and professional communicator comfortable engaging with stakeholders at all levels and representing the team at in-person events.
- Proven ability to manage multiple tasks and deadlines in a fast-paced environment.
- A genuine interest in events and marketing.
- Highly organised with strong attention to detail and a proactive approach to problem-solving.
- Maximum of 1 year event experience within a luxury event environment.
- Must be flexible as the role will involve working out of the core hours.
Required Experience:
Unclear Seniority
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
About Company
Rothschild & Co is one of the world’s largest independent financial advisory groups, employing 4,200 people in over 40 countries across the world, delivering a unique global perspective across four market-leading business divisions; Global Advisory, Asset Management, Wealth Management ... View more
