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.As Operations Analyst, you will focus on providing clients the best service possible and support the Front Office in creating and maintaining client accounts and the transfer of assets. This position is a 12 month fixed term contract.Your ResponsibilitiesDaily reporting, reconciliations & checklist completionOnboarding new clients including knowledge of documentation requirements and AML/KYC (Anti-Money Laundering/Know Your Customer) verification checksRecording of static data into systems including updating client's personal information, account classifications, account products and servicesProcessing account closures and deceased estates (probate/will)Processing of asset transfers (domestic/international equities, domestic/international fixed income, managed funds and bonds) according to client instructions and market deadlinesProcessing asset cost basesLiaison with custodians and business partnersEnsure adherence to Corporate Risk Policy, Standard Operation Procedures, relevant legislation and regulatory requirementsAbout YouMinimum 2 years' experience in Operations within Financial ServicesA good understanding and knowledge of Australian Financial MarketsDegree qualified in Finance, Business or CommerceWhat's in it For You?Competitive salary packageFlexible working environmentSupport and various programs for our people (Employee Assistance Program, Health & Wellbeing, Employee Referral Program)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.
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.Overview
At LGT Wealth Management, we deliver exceptional service to high-net-worth clients-and our Front of House & Facilities team plays a vital role in making every interaction seamless, professional and memorable. Based in our Melbourne office, you'll support the day-to-day running of house operations, workplace services, and client hospitality. Working closely with a collaborative team and reporting to the Head of Facilities, you'll gain broad exposure across the business while building your career in a professional corporate environment.If you're polished, proactive, and enjoy helping others, this is an excellent opportunity to bring your hospitality or customer service experience into a highly regarded organisation. Key ResponsibilitiesBe the first point of contact for clients and visitors, creating a warm professional and memorable experienceManage meeting rooms, bookings, and client arrivals, to ensure a smooth and well-coordinated seamless experienceCoordinate client hospitality, including catering, food & beverage service, and event supportMaintain a high-end office environment, ensuring presentation standards are consistently metSupport facilities operations, including office supplies, maintenance requests, and workplace servicesAssist with internal events, client functions, and office projectsProvide administrative support including supplier coordination, expense processing, and reportingWork collaboratively across teams to deliver a seamless workplace experienceAbout YouYou're someone who thrives in a people-facing role and takes pride in delivering exceptional service, naturally going the extra mile for others. You bring experience from hospitality, hotels, or customer service and are keen to learn, grow, and build a long-term career in a corporate setting.Professional, polished, with confidence interacting with with high-end clientele and senior stakeholdersA natural people person with strong emotional intelligence and communication skillsPositive, proactive, and solutions-focused with a genuine "can-do" attitudeResilient and adaptable-comfortable in a fast-paced, sometimes demanding environmentHighly organised with strong attention to detail and presentationWhy You'll Love This RoleExposure and variety: Work closely with senior stakeholders, clients, and multiple business areasPremium environment: Be part of a highly professional, client-focused organisation with strong values and high standardsVariety & pace: No two days are the same-get involved in everything from client experience to workplace operationsTeam Culture: Be part of a collaborative team that values service excellence and professionalismLGT 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.
