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Transactions Assistant - Graduate level

  • Job
    Junior Level
  • Banking & Finance
  • Manchester
  • Quick Apply


  • Previous experience in a relevant Financial Services role desirable
  • Ability to work to tight deadlines and under pressure
  • Technical knowledge of key banking processes such as payments and stock transfers desirable
  • Good PC skills, particularly Outlook and MS Excel
  • Aptitude for Mathematics
  • Excellent oral and written communication skills
  • Diligent and high level of attention to detail even when working under pressure
  • Strong organisational and time management skills to ensure internal and external Service Level Agreements are met
  • Team player


  • Review and approval of client payment instructions, aiming for a zero error rate
  • Verifying the authenticity of payment instructions by following the WM UKs payments policy and procedures
  • Initial point of contact for client teams regarding payment approval requests
  • Help to ensure that client teams are adhering to the instruction taking policy
  • Assist with error resolution and prevention of future errors within the transactions space
  • Identify possible improvements to team processes and the control environment
  • Transaction Support and Query Resolution:
  • Timely delivery of transactional requests initiated by client teams, including stock transfers, cost adjustments and account amendments, being conscious of cut-off times and delivery timescales
  • Answer technical questions around payments and transfers, referring to senior team members and Subject Matter Experts where appropriate
  • Liaise with Zurich Back Office and the client team to facilitate the smooth processing of payments and internal transfers
  • Reporting and Controls:
  • Assist senior team members in collating report data for Management / Risk / Compliance
  • Error reporting – ensuring sufficient understanding of the situation to report the error
  • Support the team in the delivery of any actions identified by various report monitoring activities
  • Ensure adherence to CASS regulations while following procedures for processing client cheques and physical assets
  • Additional Responsibilities:
  • Participate in business and employee initiatives to raise the profile of the Transactions team
  • Contribute to the delivery of Exceptional Client Service through consistent and accurate delivery of tasks

We offer a distinct perspective that makes a meaningful difference to our clients'​ business and wealth.

Founded Year

Mission & Purpose

Rothschild & Co is one of the world's largest independent financial advisory groups. We offer a distinct perspective that makes a meaningful difference to our clients’ business and wealth. With a team of 3,800 talented financial services specialists on the ground in more than 40 countries across the world, we provide independent advice on M&A, strategy and financing, as well as investment and wealth management solutions to large institutions, families, individuals and governments. As a family-controlled business that has been at the centre of the world’s financial markets for over 200 years, we can rely on an unrivalled network of specialists and are known for our track record of outstanding execution in financial services.


  • Dental Insurance

  • Paid Holidays

  • Maternity & Paternity Leave

  • Flexible Spending Account (FSA)