LGT is the largest Private Banking and Asset Management group in the world to be owned by an entrepreneurial family. As the family office of the Princely House of Liechtenstein, we have years of experience in the management of sizeable sums of assets.
Please note, this is a 12 month fixed term position.
Your Responsibilities:
Daily reporting, reconciliations & checklist completion
Onboarding new clients including knowledge of documentation requirements and AML/KYC (Anti-Money Laundering/Know Your Customer) verification checks
Recording of static data into systems including updating client’s personal information, account classifications, account products and services
Processing account closures and deceased estates (probate/will)
Liaison with custodians and business partners
Ensure adherence to Corporate Risk Policy, Standard Operating Procedures, relevant legislation and regulatory requirements
Your skills and experience
Exposure to a client service or operations function, ideally within Financial Services
Experience performing data entry and general administrative tasks in a fast‑paced environment
An interest in, or foundational knowledge of, Australian financial markets (desirable)
Your qualifications
Completed or working towards a degree in Finance, Business or Commerce
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