*Please note this is a 12 month fixed term contract*
Why join LGT Wealth Management?
- Adaptable working arrangements that support collaboration and work–life balance.
- Tailored learning and development aligned with your role, professional requirements and future career goals.
- Access toLive, Grow, Thrive @ LGT Wealth Management, our wellbeing program designed to support employees’ wellbeing and help our people live well, continue to grow and thrive at work and beyond.
- Access to the Employee Assistance Program.
- Health and wellbeing initiatives delivered throughout the year.
- An Employee Referral Program.
Your responsibilities
- Complete daily reporting, reconciliations and operational checklists accurately and within agreed timeframes.
- Support the onboarding of new clients, including reviewing documentation requirements and completing AML/KYC verification checks.
- Create and maintain accurate client and account records across internal systems, including personal information,
account classifications, products and services.
- Process account closures and deceased estate matters, including probate and will documentation.
- Support effective document management and ensure records are complete, accurate and appropriately maintained.
- Liaise with custodians, business partners, Investment Advisers and Adviser Assistants to resolve queries and progress client requests.
- Maintain high standards of data accuracy, integrity, confidentiality and security.
- Identify opportunities to simplify processes, improve controls and create greater operational efficiency and scale.
- Act with integrity and provide compliant, client-focused operational support.
- Ensure all activities comply with LGT’s risk policies, Standard Operating Procedures, relevant legislation and regulatory requirements.