Operations Analyst Melbourne (AU)

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.

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)
• Processing of asset transfers (domestic/international equities, domestic/international fixed income, managed funds and bonds) according to client instructions and market deadlines
• Processing asset cost bases
• Liaison with custodians and business partners
• Ensure adherence to Corporate Risk Policy, Standard Operation Procedures, relevant legislation and regulatory requirements

About You

• Minimum 2 years' experience in Operations within Financial Services
• A good understanding and knowledge of Australian Financial Markets
• Degree qualified in Finance, Business or Commerce

LGT Crestone is committed to the ongoing development of their employees. Your development will be managed and tailored to your role and future career path.

LGT Crestone is an equal opportunity employer committed to embracing a diverse and inclusive work environment. We aim to attract and retain the best people regardless of their gender, marital/parental status, ethnic origin, nationality, age, background, disability, sexual orientation and gender identity.