Job Description
LGT Wealth Management was formed around a clear and uncompromising vision - to bring global best practice in building institutional quality investment portfolios to Australian clients.
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With a shared passion for building an uncompromised business - we created something new from the ground up.A chance to leave behind the things that weren't working, while enhancing the things that were.Our authentic and personalised client-first commitment.Our entrepreneurial spirit.Our focus in best-in-class advice.And our intimate understanding of the Australian private wealth landscape.
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In **** we became a part of the LGT Group, who shared our entrepreneurial spirit, long-term approach and private-ownership model.Today, with the global expertise, stability, and capability of LGT behind us, we can work without being reliant on markets or margins, with a singular focus on giving our clients the advice and deep expertise they need for generations to come.
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Please note this is a 12 month fixed term contract
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Flexible working arrangements that support collaboration and work-life balance.
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Tailored learning and development aligned with your role, professional requirements and future career goals.
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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.
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Access to the Employee Assistance Program.
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Health and wellbeing initiatives delivered throughout the year.
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An Employee Referral Program.
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Your responsibilities
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Complete daily reporting, reconciliations and operational checklists accurately and within agreed timeframes.
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Support the onboarding of new clients, including reviewing documentation requirements and completing AML/KYC verification checks.
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Create and maintain accurate client and account records across internal systems, including personal information, account classifications, products and services.
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Process account closures and deceased estate matters, including probate and will documentation.
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Support effective document management and ensure records are complete, accurate and appropriately maintained.
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Liaise with custodians, business partners, Investment Advisers and Adviser Assistants to resolve queries and progress client requests.
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Maintain high standards of data accuracy, integrity, confidentiality and security.
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Identify opportunities to simplify processes, improve controls and create greater operational efficiency and scale.
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Act with integrity and provide compliant, client-focused operational support.
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Ensure all activities comply with LGT's risk policies, Standard Operating Procedures, relevant legislation and regulatory requirements.
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To be successful, you will bring:
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At least two years' operations experience within financial services.
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A sound understanding of Australian financial markets.
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Experience with client onboarding, account maintenance and AML/KYC requirements.
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Strong reconciliation, data-entry and record-management skills, with exceptional attention to detail.
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Excellent written and verbal communication skills.
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A logical and methodical approach to problem-solving.
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The ability to manage competing priorities and meet deadlines without compromising accuracy or service.
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A resourceful, resilient and flexible mindset, with a willingness to take a hands-on approach.
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A cooperative style and a commitment to contributing positively to the wider team.
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A degree in Finance, Business, Commerce or a related discipline.
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LGT Wealth Management is committed to the ongoing development of their employees. Your development will be managed and tailored to your role and future career path.
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LGT Wealth Management is an equal opportunity employer committed to embracing a diverse and inclusive work environment. We aim to attract and retain the best people regardless of their gender, marital/parental status, ethnic origin, nationality, age, background, disability, sexual orientation and gender identity.
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📌 Operations Analyst (Victoria)
🏢 LGT Wealth Management
📍 Victoria