Administrative Assistant / Investment Assistant London (GB)

LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth management. Alongside the LLP we also have two other entities which focus on US and Jersey based clients. Our head office is based in London however we have a presence in Edinburgh, Jersey, Leeds, Birmingham and Bristol. The plan was simple: put our clients first by providing a transparent service, designed around what is right for each of them. By drawing together in-depth knowledge and experience from across the industry, we provide a flexible, bespoke service adapted to each of our clients’ needs.
Our mission is to create long-term value for all stakeholders. Our culture encourages individuals to generate, develop and implement ideas which will strengthen our business. Belonging, respect, integrity, conviction and entrepreneurship are our core values. As our brand recognition grows, we are fast becoming an employer of choice in our sector. We have over £29 billion in funds under management and circa 700 staff.

About LGT Wealth Management US

LGT Wealth Management US provides discretionary and advisory investment services to US citizens and was established in recognition of the specialist services required for US connected clients.

The team has an in-depth knowledge of working within the appropriate tax and legal frameworks and is involved in a broad range of activities including Investments, Planning/Structuring and Relationship Management.  We have developed long standing relationships with our clients and are seen by many as trusted advisors to them and their families.

LGT Wealth Management US is a wholly owned subsidiary of Wealth Management Wealth and is registered with both the Financial Conduct Authority (FCA) and Security and Exchange Commission (SEC).

Brief Role Objective:

Be part of a team that provides general and administrative support to Investment Partners and/or Investment Managers to ensure that the client receives first class service. Responsible for completing administrative, organisational and client related tasks accurately, efficiently and in a timely manner. Will assist with responding to client enquiries and providing support at client meetings where appropriate.

Key Responsibilities:

• Collate & distribute account opening packs and ensure that they are fully and accurately completed and that all necessary documentation is provided
• Collate & distribute LGT account opening and credit documentation
• Monitor the progress and timeliness of account opening and asset/cash transfers to meet our client service standards and keep all relevant internal and external parties informed
• Provide regular and ad-hoc information to clients ensuring that documents and reports are accurate, consistent and dispatched to timetable
• Assist in resolving client queries regarding their portfolios or account opening
• Ensuring correspondence and reporting is clear and not misleading, technically accurate and tailored to the client’s level of knowledge and understanding
• Maintain internal management information, ensuring that it is informative, accurate, consistent and up to date
• Assist in preparing internal management information, ensuring that data is accurate, consistent and up to date
• Keep comprehensive client records and ensure that these are accurate and up to date at all times liaising effectively with colleagues in other departments, platforms & external custodians as necessary
• Liaise effectively with external custodians and providers to obtain information required for clients and their advisers
• Proficient in the use of all internal and external systems and information feeds
• Study for the relevant qualification depending on whether you come in as an Administrative Assistant or Investment Assistant

- Level 3 (Investment Operations Certificate) via the Apprenticeship Programme (Administrative Assistant)

- Level 4 Investment Advice Diploma (Investment Assistant)

Other skills, competencies and attributes:

• Generates new ideas/initiatives to ensure the effectiveness of the Team. Looks for ways to improve current processes.
• Takes initiative for own work, but also works well as part of a team.
• Acts at all times in a professional manner.
• Conducts role in accordance with LGT Wealth Management’s procedures, within individual authorisation levels and in a compliant manner.
• Accuracy and attention to detail and will take time to double check work.
• Strong communication skills; both verbal and written.
• Flexibility with a willingness to learn and take on new tasks.       
• Deals with all matters promptly, professionally and effectively without being reminded.
• Readily assists the team in achieving its objectives.
• Ability to prioritise and manage workload whilst responding to urgent requests as they arise. Follows tasks through to the end.
• Makes effective use of time in order to carry out tasks to the appropriate standard.

IT:

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