LGT Wealth Management

Wealth Management

OperationsAnalyst

Melbourne, Australia FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid candidates.

The Brief

“Operations Analyst at LGT Wealth Management. Skills: cash operations, reconciliations, stakeholder engagement, compliance. Manage daily cash operations. Perform end-to-end cash and asset reconciliations”

What You'll Achieve.

ensuring the accuracy, integrity and efficiency of cash and asset movements

Industry & Context.

Wealth Management
Problems you'll solve

methodical approach to problem-solving; discrepancies are investigated and resolved promptly; Investigate and resolve alerts

Eligibility Requirements

12-month fixed term opportunity

What They're Looking For.

Must Have

2+ years’ experience in financial services operations, understanding of Australian financial markets and investment operations, Degree qualified in Finance, Business or Commerce (or similar)

Nice to Have

ideally within wealth or asset management

What You'll Do.

Manage daily cash operations

Perform end-to-end cash and asset reconciliations

Process and oversee fees

Support funding activities

Investigate and resolve alerts

Maintain and enhance reconciliation control frameworks

Partner with advisers and internal stakeholders

Ensure adherence to compliance

How You'll Work.

Team & Collaboration

coordinate with external vendors; Partner with advisers and internal stakeholders; collaborative and supportive team

Communication Scope

Excellent communication and stakeholder engagement skills

Full Job Description

**LGT Wealth Management was formed around a clear and uncompromising vision – to bring global best practice in building institutional quality investment portfolios to Australian clients.** **With a shared passion for building an uncompromised business – we created something new from the ground up. A chance to leave behind the things that weren’t working, while enhancing the things that were. Our authentic and personalised client-first commitment. Our entrepreneurial spirit. Our focus in best-in-class advice. And our intimate understanding of the Australian private wealth landscape.** **In 2022 we became a part of the LGT Group, who shared our entrepreneurial spirit, long-term approach and private-ownership model. Today, with the global expertise, stability, and capability of LGT behind us, we can work without being reliant on markets or margins, with a singular focus on giving our clients the advice and deep expertise they need for generations to come.** As an Operations Analyst within the Cash, Fees and Reconciliations team, you’ll play a critical role in ensuring the accuracy, integrity and efficiency of cash and asset movements across a sophisticated client base. This is a fantastic opportunity to build your career within a business that values innovation, teamwork, and long-term growth. **Please note, this is a 12-month fixed term opportunity.** **Your Responsibilities** * Manage daily cash operations, including payments, receipts and liquidity across multi-currency accounts * Perform end-to-end cash and asset reconciliations, ensuring discrepancies are investigated and resolved promptly * Process and oversee fees for assets under management with a strong focus on accuracy and timeliness * Support funding activities and coordinate with external vendors and custodians * Investigate and resolve alerts relating to suspicious transactions * Maintain and enhance reconciliation control frameworks, escalating issues where required * Partner with advisers and internal s

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