Associate

1 week ago

Greater Adelaide SA, Australia LGT Crestone Wealth Management Full time
Min Experience- 2 yearsYour team

  • A part of the client facing Advisory team including the National Associate Manager, Investment Advisers and Associates.
  • Working as part of the broader organisation of employees including:
  • Support roles including Office Manager, Front of House and Reception, Executive Assistant.
  • Operations team.
  • Specialists within the Investment, Product and Services team.
Your Role

  • Onboarding of clients, account opening and day to day administration and maintenance of client portfolios.
  • Provide effective and timely management of settlement obligations including funds and/or securities due, margin calls, asset transfers, cash transfers; corporate action management; facilitation of order execution and quote requests as required; IPO and Placement coordination.
  • Liaise with Operations team to coordinate cash and stock transfers, corporate actions, and international trading execution.
  • Assist in servicing client accounts by researching routine problems and assisting with queries, identifying errors, listening to the needs of clients and, with approval, initiating corrections.
  • Assist in preparing information for Investment Adviser prior to meetings, follow up with adviser post meeting and update where necessary.
  • Regular liaison with clients, Advisers, and other internal departments including Operations, Investment Solutions, Financial Planning & Wealth Management and other support staff.
  • Proactive client management ensuring that annual reviews, updates of risk profile and expiring documentation are carried out by your team in a timely manner.
  • Handle all incoming and outgoing correspondence.
  • Maintain client files within Avaloq ensuring any updates are managed with clients and Operations and maintaining manual records as required
  • Provide overall telephone assistance to the Investment Advisers, answering incoming calls and taking messages.
  • Manage and report on the Investment Adviser's service delivery, including compliance with the portfolio mandate
  • Assist the Investment Advisers with preparation of investment proposals, new pitch documents, review documents as required.
  • Assist in coordination of client functions and marketing events in conjunction with the Business Manager and Event Manager.
  • Provide teamoriented support to other Associates and the National Associate Manager as required.
  • Provide ad hoc coverage for the reception area.
  • Assist in housekeeping of the office as required.
Your skills & experience

  • A minimum of 2 years' experience in a similar role within Wealth Management sector or a proven aptitude to learn new skills.
  • Anti-Money Laundering / Know Your Client experience an advantage
Your role competencies

  • Excellent customer service skills.
  • Resourceful, selfstarter with high work standards and willingness to learn.
  • Excellent written and verbal communication skills with an ability to influence.
  • Strong Microsoft office skills including Excel, PowerPoint, Word
  • High level of attention to detail and accuracy with a focus on compliance.
  • Exceptional organisational and prioritisation skills.
  • Able to multitask effectively in a fastpaced environment.
  • Pragmatic and flexible.
Your qualifications

  • Degree qualified in Finance or related disciplines desirable.
  • RG146 accreditation or equivalent (or willingness to quickly work towards obtaining this qualification).
  • Level 1 & Level 2 Derivatives accreditation seen as an advantage

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