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About the Role

Join LGT Wealth Management to provide high-quality operational and administrative support to our Advisory team. This long-term career role focuses on coordination, accuracy, and execution in support of high-net-worth and ultra-high-net-worth clients.

Responsibilities

• Manage end-to-end onboarding processes, account openings, documentation, and daily portfolio administration.
• Coordinate operational activities including cash and stock transfers, corporate actions, settlements, and international trading instructions.
• Support investment advisers in preparing meeting packs, maintaining records, and ensuring documentation is accurate and compliant.
• Manage team workflows, track deadlines, and ensure smooth execution of daily tasks.
• Liaise with clients, internal teams, and external providers to resolve queries and deliver seamless service.
• Maintain meticulous client files and internal systems to support efficient operations.

Requirements

• Experience in wealth management or a similar client-facing financial services role is desirable.
• Background in administrative support, coordination, or operations within financial services or other professional settings.
• Exceptional organizational skills with a focus on accuracy and detail.
• Clear written and verbal communication skills.
• Ability to manage multiple priorities in a dynamic environment with a solutions-oriented mindset.
• Degree in Finance or a related discipline is desirable but not essential.
• RG146 accreditation or willingness to obtain it.
• AML/KYC or derivatives accreditation is considered an advantage.

Skills

• Microsoft Office (Excel, PowerPoint, Word)
• Operational administration
• Client relationship management
• Workflow coordination
• Documentation management

Work Type

• Full-time

Education Level

• Degree in Finance or related discipline (desirable)
• RG146 accreditation

Benefits

• Values-driven, purpose-led culture
• Exposure to global capability and sophisticated investing
• Collaborative team environment
• Ongoing professional development and tailored career pathing

About the Company

• LGT Wealth Management provides institutional quality investment portfolios to Australian clients.
• Part of the LGT Group, the world's largest family-owned wealth management group.
• Operates under a private-ownership model with a long-term approach.

Equal Opportunity

• LGT Wealth Management is an equal opportunity employer committed to a diverse and inclusive work environment, attracting and retaining talent regardless of gender, marital/parental status, ethnic origin, nationality, age, background, disability, sexual orientation, or gender identity.