Onboarding Assistant Review

My role involves handling changes or amendments any clients may want to make. this may involve an address change following set procedures or adding more people onto an account such as a trustee. I also keep track of a daily report sent by client teams to keep a record of transactions.

In my time so far at Rothschild & Co I have learnt many skills ranging from communication to improving my ability and knowledge of completing tasks on a computer. For example the use of Excel has become very important and is a daily tool which I now feel confidant to use.

I enjoy both the program to a very high degree. I like the variety between working with real responsibilities and getting a qualifications at the same time. It allows me to gain valuable experience in a good environment. I am supported by many people willing to help which helps reduce stress. The variety in the tasks I do helps keep concentration and enjoyment high.

The way the program is structured is really good. I believe it’s going to help me get the best possible experience and overall outcome. The mixture between study and working time helps keep a good balance allowing both to be completed. Rothschild provide a suitable amount of time in the week order to revise all of the exam content. Much of which over laps with work itself providing a good combination.

My employer Rothschild & Co provide a very good level of support in both my daily work tasks, projects and my studying. They have provided me with many contacts not just internally but also externally to help if needed. For example a primary contact with somebody at the apprenticeship company as well as a mentor within the company. This allows me to have regular meetings to discuss progress and anything I may require assistance with.

My Training provider Fitch Learning has been very good in providing help towards completing my exams. They have arranged for meetings to come and see us to talk through the process and how the exams are set out. They have also come for revision sessions out our workplace which has proved very helpful. I also find the Helpdesk on the website particularly good for queries in regards to content questions due to the quick responses.

I think the qualification I am currently studying for (investment advice diploma) helps in relation to my work due to the similarities between the content and my daiy tasks. A big proportion of terminology proves helpful to know when at work. I believe this will also make the exams easier as I will have a real life understanding the content rather than just from a textbook.

At Rothschild & Co there are many activities to join in outside of normal work. these range t=from the daily use of the gym within the office and being part of the fitness club allowing me to take part in charity runs as well as football competitions. Many of the extra curricular activities also have a social benefit like donating to charity.

Yes

I would recommend Rothschild & Co to a friend due to the amount of help and guidance they have provided not only during work but also in regards to studying and making sure we have all the necessary resources to complete exams. it is also a great social place to work due to all the extra activities available.

The main tips and advice I would give to anybody applying at Rothschild is to be prepared to work hard, however it is worth it. I would also say it is important to put yourself forward for as much as possible and don't be shy. Try to get the most out of the experience and take everything on board.