Operations Analyst

2 days ago

City of Melbourne, Australia LGT Group Full time

LGT is the largest Private Banking and Asset Management group in the world to be owned by an entrepreneurial family. As the family office of the Princely House of Liechtenstein, we have years of experience in the management of sizeable sums of assets.

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 Responsibilities

- Daily reporting, reconciliations & checklist completion
- Onboarding new clients including knowledge of documentation requirements and AML/KYC (Anti-Money Laundering/Know Your Customer) verification checks
- Recording of static data into systems including updating client/'s personal information, account classifications, account products and services
- Processing 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 deadlines
- Processing asset cost bases
- Liaison with custodians and business partners
- Ensure adherence to Corporate Risk Policy, Standard Operation Procedures, relevant legislation and regulatory requirements

Your profile

About You

- Minimum 2 years' experience in Operations within Financial Services
- A good understanding and knowledge of Australian Financial Markets
- Degree qualified in Finance, Business or Commerce

What’s in it For You?

- Competitive salary package
- Flexible working environment
- Support and various programs for our people (Employee Assistance Program, Health & Wellbeing, Employee Referral Program)

Do you feel addressed?

Then simply fill out the online application. We look forward to getting to know you.

Transparency is important to us. That is why you will find everything that matters to us on our website – plus everything you should know about us before you meet us in person, open an account or apply for a job. That includes, for example, the history of the Princely Family, which is closely intertwined with our own.

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