Operations Analyst

1 week ago

Melbourne, Victoria, Australia LGT Wealth Management Australia Full time

*Please note this is a 12 month fixed-term contract*

About us

LGT Wealth Management was formed around a clear and uncompromising vision – to bring global best practice in building institutional quality investment portfolios to Australian clients.

With a shared passion for building an uncompromised business – we created something new from the ground up. A chance to leave behind the things that weren't working, while enhancing the things that were. Our authentic and personalised client-first commitment. Our entrepreneurial spirit. Our focus in best-in-class advice. And our intimate understanding of the Australian private wealth landscape.

In 2022 we became a part of the LGT Group, who shared our entrepreneurial spirit, long-term approach and private-ownership model. Today, with the global expertise, stability, and capability of LGT behind us, we can work without being reliant on markets or margins, with a singular focus on giving our clients the advice and deep expertise they need for generations to come.

Your Responsibilities

As an Operations Analyst in our Account Services team, 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.

  • 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

About You

  • Minimum 2 years' experience in Operations within Financial Services, ideally within client onboarding
  • Experience with AML/KYC verification checks
  • A good understanding and knowledge of Australian Financial Markets
  • Degree qualified in Finance, Business or Commerce

What's in it For You?

  • Flexible working environment.
  • Support and various programs for our people (Employee Assistance Program, Health & Wellbeing, Employee Referral Program)
  • Opportunity for permanent or extension to contract.
  • Onsite wellness facility with complimentary fitness classes such as Yoga, Pilates, HIIT and Boxing.

LGT Wealth Management is committed to the ongoing development of their employees. Your development will be managed and tailored to your role and future career path.

LGT Wealth Management is an equal opportunity employer committed to embracing a diverse and inclusive work environment. We aim to attract and retain the best people regardless of their gender, marital/parental status, ethnic origin, nationality, age, background, disability, sexual orientation and gender identity.

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