Operations Analyst

4 days ago

Melbourne, Victoria, Australia LGT Crestone Wealth Management Limited Full time $90,000 - $120,000 per year

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

    2 weeks ago

    Melbourne, Victoria, Australia NJ Services Pty Ltd Full time $104,000 - $130,878 per year

    About 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...

  • Senior Strategy Analyst

    2 weeks ago

    Melbourne, Victoria, Australia IXOM Operations Pty Ltd Full time $80,000 - $120,000 per year

    IXOM plays a vital part in the lives of tens of millions of people every day. We're the experts behind the scenes, ensuring safe and reliable access and helping industries, businesses, and local communities thrive.Our products, services and solutions are used across many end markets, including dairy, agriculture, viticulture, electricity, steel, food and...

  • Security Operations Center Analyst

    1 week ago

    Melbourne, Victoria, Australia Kaliba Full time $60,000 - $90,000 per year

    SOC Analyst – Cyber Security | Melbourne | Up to $95,000+ SuperLocation:Melbourne (Hybrid)About the CompanyOur client is an Australian-basedManaged Detection and Response (MDR)provider leading the way in advanced cyber defence.They operate acloud-native Security Operations Centre (SOC)leveraging cutting-edge technologies includingMicrosoft Sentinel,...

  • Operations Analyst

    4 days ago

    Melbourne, Victoria, Australia LGT Crestone Wealth Management Limited Full time $60,000 - $100,000 per year

    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...

  • Senior Security Operations Analyst

    7 days ago

    Melbourne, Victoria, Australia VicRoads Full time $120,000 - $180,000 per year

    At VicRoads the work you do has real impact. Our work connects people and communities. We keep Victorians moving safely and smoothly today and help them be ready for tomorrow.VicRoads empowers our people to learn and grow- focusing on impact and innovation. We reflect the diversity of Victoria and foster clever thinking to keep you and the community...

  • Outbound Sales Operations Analyst

    2 days ago

    Melbourne, Victoria, Australia Weploy Full time $60,000 - $80,000 per year

    Outbound Sales Operations Analyst Location: Clayton (hybrid)Hours: Full-time, Monday to Friday, 9:00am-5:00pmPay: $32.66 per hour + superDuration: 3-months with strong chance of extension Start Date: ASAPAbout Our ClientWe are partnering with one of Australia's most respected member-owned wellbeing organisations, with a proud history spanning over 180 years....

  • Senior Security Operations Analyst

    7 days ago

    Melbourne, Victoria, Australia VicRoads Full time $120,000 - $180,000 per year

    At VicRoads the work you do has real impact. Our work connects people and communities. We keep Victorians moving safely and smoothly today and help them be ready for tomorrow.VicRoads empowers our people to learn and grow– focusing on impact and innovation. We reflect the diversity of Victoria and foster clever thinking to keep you and the community...

  • Senior Investment Operations and Automation Analyst

    6 days ago

    Melbourne, Victoria, Australia Sharp & Carter Full time $90,000 - $120,000 per year

    The OrganisationSharp & Carter is proud to be exclusively partnering with an established Melbourne based specialist hedge fund. Our client carefully manages risk and takes positions in diverse assets and debt classes, including across global equities and fixed income. In additional, our client has the capability to undertake principal and direct investment...

  • Associate Operations Analyst

    2 weeks ago

    Melbourne, Victoria, Australia LGT Crestone Wealth Management Limited Full time $60,000 - $90,000 per year

    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...

  • Associate Operations Analyst

    4 days ago

    Melbourne, Victoria, Australia LGT Crestone Wealth Management Limited Full time $60,000 - $80,000 per year

    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...