Sydney Team Leader

1 week ago

Sydney, New South Wales, Australia LGT Crestone Wealth Management Full time
Min Experience- 2 yearsYour team

  • A part of the client facing Advisory team including the Front Office Support team, 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

Team Lead

  • Assist with the recruitment and onboarding of new Associates
  • Assist with setting up and maintaining procedures, Associate training and information sessions.
  • Assist with identifying and implementing enhancements to processes and procedures for Associates.
  • Assist National Associate Manager with allocating backup support to Advisers in the event of team leave (both planned and unplanned)
Client Advice Process & Risk Support

  • Assist with first line risk activities such as, maintenance of risk and control registers and incident management
  • Assist with documentation and maintenance of FO Operations (nonCAP) Manual
  • Assist with the development and delivery of Associate and adviser training as it relates to process/CAP (including induction)
  • Assist with FO remediation projects
  • Maintain CAP documentation (templates, checklists)
  • Assist with report generation & monitoring e.g. PRD risk profile changes, concentration risk, annual reviews, ad hoc advice reviews
  • Managing Kaplan OnTrack platform; adding CPD points, creating learning activities, assessing content and allocating into relevant knowledge areas, end of year follow up and reporting to Risk & Compliance (temporary, to be allocated to HR)
Front Office Admin

  • Help Build & maintain FO SharePoint, including approvals matrix, FO calendar and uploading content.
  • Oversee onboarding of new Front Office staff including arranging introduction meetings with peers, members of IPS and key LGT Crestone staff.
  • Scheduling Business Committee meetings and preparing papers/content for circulation to committee members.
  • Minute FO meetings and follow up actions
  • Support with FO meeting management, ad hoc admin, follow ups, Zoom meeting management
  • Assisting with Adviser hiring process including scheduling interviews across multiple calendars.
  • Organising FO Team off/on sites, include sourcing venue and activities and booking associated travel.
  • Liaise with various associations (eg. SIAA) with regards to membership renewals and general administration.
Your skills & experience

  • A minimum of 2 years' experience as an Associate/Adviser Assistant at LGT Crestone Wealth Management or similar wealth management firm
  • 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.
  • 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

  • Desirable degree qualified in Finance or related disciplines desirable.
  • RG146 accreditation or equivalent an advantage

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