Wealth Management Investment Support Assistant

LGT Wealth Management UK LLP; Greater London; On-site; GBP 28,000 - 36,000; Full time

Job summary

LGT Wealth Management UK LLP, based in London with offices across the UK, is seeking a highly organized administrative professional to support account opening and client service processes.

In this role you will collate and distribute opening packs, monitor progress, respond to client queries, and liaise with custodians and providers to ensure accurate, timely documentation in line with our service standards.

Qualifications

• Proficient in Microsoft Office, especially Excel, Outlook and Word.
• Strong communication skills, both written and verbal.
• Good numeracy and attention to detail.

Responsibilities

• Collate and distribute account opening packs and ensure complete documentation.
• Provide regular and ad-hoc information to clients, ensuring accuracy and timeliness.
• Monitor progress of account openings and transfers to meet client service standards.
• Assist in resolving client queries regarding portfolios or accounts.
• Make payments for clients and prepare meeting packs with up-to-date data.
• Prepare Investment Policy Statements with accurate client objectives and risk profiles.
• Ensure clear, accurate client correspondence and reporting tailored to client knowledge.
• Liaise with external custodians and providers to obtain required information.

Skills

Excel

Strong communication

Numeracy

Attention to detail

Tools

Outlook

Word

Excel

Job description

LGT Wealth Management UK LLP, based in London with offices across the UK, is seeking a highly organized administrative professional to support account opening and client service processes.

In this role you will collate and distribute opening packs, monitor progress, respond to client queries, and liaise with custodians and providers to ensure accurate, timely documentation in line with our service standards.