Job Description
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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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Liaise with the Head of Facilities to support the effective running of the Adelaide office.
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Provide team-oriented support to Associates, Investment Advisers and Facilities team interstate.
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Act as the first point of contact for the Adelaide office, answering phone calls, greeting clients and visitors, and directing enquiries as appropriate.
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Assist with the coordination of client functions and marketing events in conjunction with the Investment Advisers and the Marketing team.
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Assist with the planning and preparation of meetings, in-house events, conferences and conference calls.
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Oversee meeting rooms, including scheduling, tidiness and occupancy awareness.
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Organise catering for client meetings and events as required.
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Set up video conferences and support meeting room technology requirements.
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Oversee mail, including administration and delivery of post, courier items and scheduled deliveries.
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Maintain inventory and unpack office supplies and stationery.
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Oversee office facilities and coordinate maintenance and repairs to ensure a safe, functional and well-maintained workplace.Provide food and beverage service to clients and maintain clean kitchen areas.
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Support credit card and expense claims for Investment Advisers and Facilities teams
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Assist with travel bookings as required.
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Your skills, experience and qualifications:n
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Minimum of three years' experience in a customer service or front desk reception role within a corporate environment.
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Experience in an administration role.
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Experience dealing with high-end clients is desirable.
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Client service oriented and a strong team player.
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Detail-oriented with robust organisational skills, able to manage time efficiently and multi-task.
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Excellent verbal, written and interpersonal communication skills.
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Ability to prioritise and respond to frequently changing needs.
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Maintains a professional business appearance.
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Flexibility with hours of operation may be required to accommodate functions.
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Completion of high school studies.
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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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📌 Office Assistant (Adelaide)
🏢 Lgt
📍 Adelaide