Job Description
*Please note this is a 12 month fixed term contract*
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Why join LGT Wealth Management?
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Adaptable 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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📌 Operations Analyst (Victoria)
🏢 Lgt
📍 Victoria