Senior Wealth Management Support Lead

LGT Vestra LLP; Leeds; On-site; GBP 38,000 - 48,000; Full time

Job summary

LGT Vestra LLP in the United Kingdom is seeking a Senior Investment Assistant to join the investment support team and provide high-quality administrative support to Investment Managers. You will act as a key contact for complex client, operational and stakeholder matters while helping to maintain excellent client service standards.

You will also take responsibility for account openings, regulatory compliance, service quality and junior colleague development, while contributing to process

Qualifications

• Experience in a front office investment support role within wealth management or investment management industry.
• Experience in line management, supervision or operational oversight, including guiding colleagues and ensuring day-to-day work is allocated and completed to required standards.
• Senior investment assistant with prior wealth or investment management experience.

Responsibilities

• Act as the main point of contact for administrative queries, both internally and externally, related to the team’s clients.
• Maintain a thorough understanding of the clients managed by the team to provide high-quality administrative services.
• Provide accurate and timely support with trading requirements, consistently meeting cut-off times and ensuring all actions align with client objectives.
• Oversee the quality and quantity of administrative services provided to clients on behalf of the team, applying previous supervisory or oversight experience to maintain consistent standards.
• Act as the team’s account opening specialist, ensuring all account opening processes are executed with precision, efficiency, and in full compliance with regulatory and internal standards.
• Delegate day-to-day responsibilities amongst the investment support team, providing guidance on work allocation, output, professional development, and appropriate oversight of colleagues’ dealing-related support activities.
• Escalate where required to the Team Support Manager, to ensure continuity and the smooth execution of daily operations.
• Build and maintain strong collaborative relationships with colleagues in other departments, particularly with teams such as Client Due Diligence, Data Team, Transfers, Treasury, etc., to ensure seamless cooperation and effective workflow.
• Serve as a reference point for resolving internal queries related to administrative processes and client matters.
• Actively participate in the FO Assistant Forum, contributing ideas and process improvements.
• Assist with the firm-wide implementation of projects or systems related to the support function.
• Ensure all administrative processes comply with regulatory requirements and internal policies.
• Take on more complex work to establish yourself as a technical expert within the team.
• Deputise for the Regions Team Support Manager as required, attending key meetings, providing holiday cover, and ensuring timely communication of relevant updates across the team.

Skills

Process improvement

IAD Level 4

Investment support

Line management

Initiative

Professionalism

Compliance

Attention to detail

Communication skills

Flexibility

Responsiveness

Team support

Time management

Collaborative mindset

Job description

LGT Vestra LLP in the United Kingdom is seeking a Senior Investment Assistant to join the investment support team and provide high-quality administrative support to Investment Managers. You will act as a key contact for complex client, operational and stakeholder matters while helping to maintain excellent client service standards.

You will also take responsibility for account openings, regulatory compliance, service quality and junior colleague development, while contributing to process