Operations Analyst

Lgt Wealth Management Australia; City of Melbourne; On-site; AUD 70,000 - 95,000; Full time

Job summary

LGT Wealth Management is seeking an Operations Analyst in Melbourne on a 12-month fixed-term contract. You will handle daily reporting, reconciliations and onboarding of new clients, ensuring AML/KYC verifications are completed and records are accurate.

You will liaise with custodians and advisers to resolve client queries while maintaining data security and compliance. We value meticulous, collaborative professionals with strong communication skills and a proactive approach to improving

Qualifications

• At least two years' operations experience in financial services.
• Solid knowledge of Australian financial markets.
• Experience with client onboarding and AML/KYC checks.
• Strong reconciliation, data-entry and record-management skills.
• Excellent written and verbal communication.
• Ability to manage priorities and meet deadlines with accuracy.
• Collaborative, flexible mindset with hands-on approach.
• Bachelor's degree in Finance, Business, Commerce or related discipline.

Responsibilities

• Complete daily reporting, reconciliations and operational checklists on time.
• Support onboarding of new clients, including AML/KYC verification.
• Maintain accurate client/account records across systems.
• Process account closures and deceased estate matters.
• Support document management and maintain records.
• Liaise with custodians, Investment Advisers and Assistants to resolve queries.
• Maintain data accuracy, confidentiality and security.
• Identify opportunities to simplify processes and improve controls.
• Ensure activities comply with risk policies and regulatory requirements.

Skills

Operations experience

Attention to detail

Communication skills

Problem solving

Education

Degree in Finance/Business/Commerce

Tools

AML/KYC systems

Data entry systems

Job description

Job Description

About Us

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.

Operations Analyst Melbourne

• Category Operations
• Workload Full Time (≥ 80%)

Your challenge

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

Why join LGT Wealth Management?

• Flexible working arrangements that support collaboration and work-life balance.
• Tailored learning and development aligned with your role, professional requirements and future career goals.
• Access to Live, Grow, Thrive @ LGT Wealth Management, our wellbeing program designed to support employees' wellbeing and help our people live well, continue to grow and thrive at work and beyond.
• Access to the Employee Assistance Program.
• Health and wellbeing initiatives delivered throughout the year.
• An Employee Referral Program.

Your responsibilities

• Complete daily reporting, reconciliations and operational checklists accurately and within agreed timeframes.
• Support the onboarding of new clients, including reviewing documentation requirements and completing AML/KYC verification checks.
• Create and maintain accurate client and account records across internal systems, including personal information, account classifications, products and services.
• Process account closures and deceased estate matters, including probate and will documentation.
• Support effective document management and ensure records are complete, accurate and appropriately maintained.
• Liaise with custodians, business partners, Investment Advisers and Adviser Assistants to resolve queries and progress client requests.
• Maintain high standards of data accuracy, integrity, confidentiality and security.
• Identify opportunities to simplify processes, improve controls and create greater operational efficiency and scale.
• Act with integrity and provide compliant, client-focused operational support.
• Ensure all activities comply with LGT's risk policies, Standard Operating Procedures, relevant legislation and regulatory requirements.

Your profile

• At least two years' operations experience within financial services.
• A sound understanding of Australian financial markets.
• Experience with client onboarding, account maintenance and AML/KYC requirements.
• Strong reconciliation, data-entry and record-management skills, with exceptional attention to detail.
• Excellent written and verbal communication skills.
• A logical and methodical approach to problem-solving.
• The ability to manage competing priorities and meet deadlines without compromising accuracy or service.
• A resourceful, resilient and flexible mindset, with a willingness to take a hands-on approach.
• A collaborative style and a commitment to contributing positively to the wider team.
• A degree in Finance, Business, Commerce or a related discipline.

Contact

Vasu Premkumar

Talent Acquisition Sourcing Specialist

LGT Wealth Management Limited

Our company

LGT Wealth Management is part of LGT Group, which is owned by the Princely Family of Liechtenstein.