Investment Operations & Client Services Assistant

LGT Wealth Management UK LLP; Greater London; On-site; GBP 26,000 - 36,000; Full time

Job summary

LGT Wealth Management UK LLP in London is seeking an organised administrator to support Partners, Investment Managers and Assistants to ensure clients receive a first class service. You will handle client‑related administrative tasks with accuracy and efficiency, ensuring timely service.

The role requires strong Microsoft Office skills, a proactive approach, and the ability to prioritise workload while maintaining professional standards in a fast‑paced private wealth environment.

Qualifications

• Good working knowledge of Microsoft Office suite, in particular Excel but also Outlook and Word.
• Understanding of front office systems desirable.

Responsibilities

• Collate and distribute account opening packs and ensure that all necessary documentation is provided.
• Provide regular information to clients ensuring documents and reports are accurate, consistent and dispatched on timetable.
• Monitor the progress and timeliness of account opening and asset/cash transfers to meet client service standards.
• Assist in resolving client queries regarding their portfolios or account opening.
• Make payments for clients.
• Prepare meeting packs for clients ensuring all data is accurate and up to date.
• Prepare Investment Policy Statements ensuring information around client’s objectives, risk profile and financial situation is accurately recorded and that discrepancies are investigated and resolved.
• Ensure correspondence and reporting is clear, not misleading, technically accurate and tailored to the client’s level of knowledge and understanding.
• Liaise effectively with external custodians and providers to obtain information required for clients.
• Carry out ad‑hoc administration tasks for the team as required.
• Proficient in the use of all internal and external systems and information feeds.
• Support the Trainee Investment Managers on presentations, reports and analysis.

Skills

Microsoft Excel

Microsoft Outlook

Microsoft Word

Front office systems

Job description

LGT Wealth Management UK LLP in London is seeking an organised administrator to support Partners, Investment Managers and Assistants to ensure clients receive a first class service. You will handle client‑related administrative tasks with accuracy and efficiency, ensuring timely service.

The role requires strong Microsoft Office skills, a proactive approach, and the ability to prioritise workload while maintaining professional standards in a fast‑paced private wealth environment.