Rothschild & Co

Banking Services Administrator

Guernsey Full time

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 4,600 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 

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 

  • Client static data changes, including taking the lead on mass static data amendments, such as regulatory remedial exercises 

  • Identifying and escalating any potential data anomalies 

  • Ensuring that all changes are made with the highest levels of accuracy within acceptable timeframes 

Statements and Reporting 

  • Ensuring that periodic statements are sent within agreed timeframes 

  • Preparing interest certificates upon request 

Payments & FX 

  • Payment / FX initiation and general process support, which may include client call-backs to verify instructions 

Reviews 

  • Assist with periodic reviews which may include obtaining documents directly from clients  

Digital Banking and Card Services 

  • Provide digital banking support to account executives 

  • Provide VISA card support to account executives 

Product Support 

  • Account openings, closures and ongoing maintenance 

  • Fixed and notice deposit maturity management 

  • Interest rate amendments 

  • General query management 

Problem solving 

  • Responding quickly to escalated issues where delays could incur cost, reputational or regulatory risk 

  • Critical and objecting thinking during the analysis of problems and determining their root cause

 

Key Competencies 

  • 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 

Experience 

  • Two years financial services industry experience would be beneficial 

Educational qualifications 

  • Strong educational background 

Other 

  • Applicants should hold a valid Certificate or Permit which allows them to work in Guernsey 

 

Rothschild & Co is an equal opportunity and affirmative action employer. 

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.