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. 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.
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.
* Monitor the progress and timeliness of account opening and asset/cash transfers to meet our client service standards.
* 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.
* Maintain internal management information, ensuring that it is informative, accurate, consistent and up to date.
* Keep comprehensive client records and ensure that these are accurate and up to date at all times.
* 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.
Your profile
Other skills, competencies and attributes:
* Generates new ideas/initiatives to ensure the effectiveness of the Team.
* Takes initiative for own work, but also works well as part of a team.
* Acts at all times in a professional manner.
* Accuracy and attention to detail.
* Strong communication skills; both verbal and written.
* Flexibility with a willingness to learn and take on new tasks.
* Ability to prioritise and manage workload whilst responding to urgent requests as they arise.
IT:
* Good working knowledge of the Microsoft Office suite of products, in particular, Outlook, Excel and Word.
Do you feel addressed? Then simply fill out the online application. We look forward to getting to know you.
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