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About the Role

Provide general and administrative support to Partners and Investment Managers/Assistants, ensuring accurate, efficient, and timely completion of client-related, administrative, and organizational tasks to deliver a first-class client service.

Responsibilities

• Collate and distribute account opening packs, ensuring completeness and accuracy of documentation.
• Monitor account opening and asset/cash transfer progress to meet client service standards and inform relevant parties.
• Assist Investment Assistants with regular and ad-hoc client information, ensuring accuracy and timeliness of documents and reports.
• Resolve client queries regarding portfolios or account opening.
• Ensure correspondence and reporting are clear, technically accurate, and tailored to the client's understanding.
• Prepare internal management information, ensuring data accuracy, consistency, and timeliness.
• Maintain comprehensive and up-to-date client records.
• Liaise with colleagues in other departments, platforms, and external custodians.
• Obtain information from external custodians and providers for clients and their advisors.
• Monitor and address email queries and requests.
• Utilize internal and external systems and information feeds proficiently.
• Assist with LGT Lombard Lending account opening and credit documentation.
• Perform ad-hoc administrative tasks for the team as required.
• Attend forums to stay updated on business and industry knowledge.
• Manage team diaries and book meetings.
• Process expenses as requested.

Requirements

• Generates new ideas and initiatives to enhance team effectiveness.
• Seeks opportunities to improve current processes.
• Possesses a good working knowledge of Microsoft Office Suite (Excel, Outlook, Word).
• Understanding of front office systems is desirable.
• Takes initiative and collaborates effectively within a team.
• Conducts all activities professionally and in compliance with LGT's procedures and authorization levels.
• Demonstrates accuracy and attention to detail, with a habit of double-checking work.
• Possesses strong verbal and written communication skills.
• Exhibits strong numeracy skills.
• Shows flexibility, a willingness to learn new tasks quickly, and adapt.
• Handles all matters promptly, professionally, and effectively without prompting.
• Readily assists the team in achieving its objectives.
• Ability to prioritize and manage workload while responding to urgent requests.
• Follows tasks through to completion.
• Makes effective use of time to achieve appropriate work standards.
• Willingness to work towards qualifications in line with firm policies.

Skills

• Microsoft Office Suite (Excel, Outlook, Word)
• Front office systems (desirable)
• Communication skills (verbal and written)
• Numeracy skills
• Attention to detail
• Time management
• Problem-solving

Location

• London

Work Type

• Full-time

Experience Level

• Entry-level
• Mid-level

Education Level

• Willingness to work towards qualifications

About the Company

• LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein.
• Established in 2008 with a fresh approach to wealth management.
• Operates entities focusing on US and Jersey-based clients.
• Head office in London with presence in Edinburgh, Jersey, Leeds, Birmingham, Bristol, and Manchester.
• Prioritizes clients by providing a transparent service tailored to individual needs.
• Offers flexible, bespoke services by combining in-depth industry knowledge and experience.
• Aims to create long-term value for all stakeholders.
• Culture encourages idea generation, development, and implementation.
• Core values include belonging, respect, integrity, conviction, and entrepreneurship.
• Becoming an employer of choice in its sector with growing brand recognition.
• Manages over £30 billion in funds under management with approximately 700 staff.
• LGT is the world's largest Private Banking and Asset Management group owned by an entrepreneurial family.
• As the family office of the Princely House of Liechtenstein, it possesses extensive experience in managing substantial assets.