Family Advisory Coordinator: Client Experience & Events

LGT Crestone Wealth Management Limited; Melbourne; On-site; AUD 60,000 - 90,000; Full time

Job summary

LGT Wealth Management in Melbourne is seeking a Family Advisory coordinator to support client onboarding, respond to enquiries from Investment Advisers, events and the website, and keep materials up to date.

You will collaborate with clients, external advisers and internal teams to deliver presentations, coordinate resources, and help plan client and market events, with an emphasis on accuracy and client-first service.

Qualifications

• Professional qualifications in commerce or finance.
• Academic qualifications in family governance and succession planning.
• Minimum of 2 years’ wealth management or professional services experience.
• Experience communicating with clients and senior internal teams.
• Ability to manage multiple projects efficiently.

Responsibilities

• Coordinate client onboarding and respond to enquiries from Investment Advisers, events and the website.
• Support client projects, deliverables and presentations, working closely with clients, external advisers and internal teams.
• Coordinate internal projects and resources that support Investment Advisers.
• Help create and update content for clients, the market and internal audiences, including website and intranet material.
• Assist with client and market events, from planning through to delivery.
• Maintain client records and team templates, conduct research to support service development, and provide administrative support to the Head of Family Advisory and team.

Skills

Client communication

Project coordination

Microsoft Office

Education

Commerce/finance qualifications

Family governance & succession planning

Tools

PowerPoint

Word

Outlook

Teams

SharePoint

Copilot

Job description

LGT Wealth Management in Melbourne is seeking a Family Advisory coordinator to support client onboarding, respond to enquiries from Investment Advisers, events and the website, and keep materials up to date.

You will collaborate with clients, external advisers and internal teams to deliver presentations, coordinate resources, and help plan client and market events, with an emphasis on accuracy and client-first service.