Investment Assistant: Client Services & Investment Support

LGT Vestra LLP; Greater London; On-site; GBP 25,000 - 35,000; Full time

Job summary

LGT Wealth Management UK LLP is seeking an administrator/support professional to manage client account openings and related reporting from its London base. You will ensure documentation is complete, chase timeliness, and support the client service standards with accurate data and clear communications.

The role involves assisting Trainee Investment Managers, preparing meeting packs and investment policy statements, and liaising with custodians to obtain required information.

Qualifications

• Proficient in the Microsoft Office suite (Excel, Outlook, Word).
• Understanding of front office systems is desirable.
• Understanding of intermediary and cross-border relationships benefits the role.
• Willing to work towards professional qualifications per internal policies.

Responsibilities

• Collate and distribute account opening packs with all required documents.
• Provide regular information to clients; track progress of openings and transfers.
• Assist in resolving client queries regarding portfolios or account openings.
• Make payments for clients and prepare client meeting packs.
• Prepare Investment Policy Statements with accurate client data.

Skills

Microsoft Excel

Outlook

Word

Front office systems

Intermediary & cross-border knowledge

Private equity investments knowledge

Job description

LGT Wealth Management UK LLP is seeking an administrator/support professional to manage client account openings and related reporting from its London base. You will ensure documentation is complete, chase timeliness, and support the client service standards with accurate data and clear communications.

The role involves assisting Trainee Investment Managers, preparing meeting packs and investment policy statements, and liaising with custodians to obtain required information.