
Operations Analyst
3 days ago
LGT Crestone 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.
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
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)
LGT Crestone is committed to the ongoing development of their employees. Your development will be managed and tailored to your role and future career path.
LGT Crestone 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.
-
Operations Analyst
1 week ago
Melbourne, Victoria, Australia Zircodata Full time**Operations Analyst**:The Operations Analyst will be responsible for providing analytics and insights, supporting the creation and maintenance of dashboards, scorecards, and identifying key areas of opportunity. This role is crucial for ensuring the standardisation, establishment, and visibility of performance metrics across the network. This position is...
-
Operations Analyst
2 weeks ago
Melbourne, Victoria, Australia Dna Talent Full time**Operations Analyst**:**About the Company**Our client is operating as global scale up, to ensure autonomy and speed of execution, but are backed by two well established and well-respected energy businesses.They focused on a cheaper, greener, simpler approach and pride of their excellent customer service.**About the Role**An Operations Analyst is a member of...
-
Operations Analyst
3 weeks ago
Melbourne, Victoria, Australia EnergyAustralia Full timeOperations Analyst (Marketing Operations)Join to apply for the Operations Analyst (Marketing Operations) role at EnergyAustraliaOverviewEnergyAustralia is one of Australia's largest energy companies with around 2.4 million electricity and gas accounts and 1.6 million customers across eastern Australia. We own, contract, and operate a diversified energy...
-
Operations Analyst
3 weeks ago
Melbourne, Victoria, Australia EnergyAustralia Full timeOperations Analyst (Marketing Operations)Join to apply for the Operations Analyst (Marketing Operations) role at EnergyAustraliaOverviewEnergyAustralia is one of Australia's largest energy companies with around 2.4 million electricity and gas accounts and 1.6 million customers across eastern Australia. We own, contract, and operate a diversified energy...
-
Business Operations Analyst
1 week ago
Melbourne, Victoria, Australia beBeeBusinessOperations Full time $100,000 - $120,000Business Operations Analyst Role OverviewThis position involves delivering high-quality projects and assignments while maintaining accuracy and timeliness. The incumbent reviews data submitted by dealers, assesses plausibility, and recommends exclusions.Key responsibilities include reviewing dealer data within 24 hours, assessing KPIs, proposing exclusions,...
-
Analyst - Operational Forecasting
4 weeks ago
Melbourne, Victoria, Australia Australian Energy Market Operator (AEMO) Full timeJoin to apply for the Analyst - Operational Forecasting role at Australian Energy Market Operator (AEMO)Join to apply for the Analyst - Operational Forecasting role at Australian Energy Market Operator (AEMO)Get AI-powered advice on this job and more exclusive features.AEMO at the Heart of EnergyAEMO is Australia's independent energy system and market...
-
Analyst - Operational Forecasting
3 weeks ago
Melbourne, Victoria, Australia Australian Energy Market Operator (AEMO) Full timeJoin to apply for the Analyst - Operational Forecasting role at Australian Energy Market Operator (AEMO)Join to apply for the Analyst - Operational Forecasting role at Australian Energy Market Operator (AEMO)Get AI-powered advice on this job and more exclusive features.AEMO at the Heart of EnergyAEMO is Australia's independent energy system and market...
-
Retail Operations Analyst
3 weeks ago
Melbourne, Victoria, Australia Global Retail Brands Australia Full timeGet AI-powered advice on this job and more exclusive features.Direct message the job poster from Global Retail Brands AustraliaWe are proud to introduce an exciting opportunity within Global Retail Brands, Australia's premier specialty homewares retailer, boasting a vast network of 300 stores nationwide. Due to an internal promotion, we are actively seeking...
-
Retail Operations Analyst
3 weeks ago
Melbourne, Victoria, Australia Global Retail Brands Australia Full timeGet AI-powered advice on this job and more exclusive features.Direct message the job poster from Global Retail Brands AustraliaWe are proud to introduce an exciting opportunity within Global Retail Brands, Australia's premier specialty homewares retailer, boasting a vast network of 300 stores nationwide. Due to an internal promotion, we are actively seeking...
-
Operations Analyst
2 weeks ago
Melbourne, Victoria, Australia NJ Services Pty Ltd Full time $104,000 - $130,878 per yearAbout Us:Join Toy Monster InternationalToy Monster International is a trailblazing global leader in the toy industry, dedicated to inspiring, empowering, and delighting children worldwide. With a diverse portfolio of owned brands and prestigious global licenses are committed to innovation and spreading joy through our products.Operating in over 54 countries...