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. 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. In 2022 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. Please note, this is a 12 month fixed term position. Your Responsibilities: Daily reporting, reconciliations & checklist completion Onboarding new clients including knowledge of documentation requirements and AML/KYC (Anti-Money Laundering/Know Your Customer) verification checks Recording of static data into systems including updating client’s personal information, account classifications, account products and services Processing account closures and deceased estates (probate/will) Liaison with custodians and business partners Ensure adherence to Corporate Risk Policy, Standard Operating Procedures, relevant legislation and regulatory requirements Your skills and experience Exposure to a client service or operations function, ideally within Financial Services Experience performing data entry and general administrative tasks in a fast‑paced environment An interest in, or foundational knowledge of, Australian financial markets (desirable) Your qualifications Completed or working towards a degree in Finance, Business or Commerce 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. 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.
