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 Associate Operations Analyst, you will be part of the Corporate Actions and Asset Maintenance Team and focus on providing clients the best service possible.
You will be responsible for supporting the Investment Advisers and Associates in processing corporate action events, dividend entitlements, asset set up, maintenance and pricing.
This position is a 12-month fixed term contract.
Your Responsibilities
Daily reporting, reconciliations and checklist completion
Processing and managing all corporate action events, including
income events (dividends, income, distributions). advising on rights issues, open offers, conversions, redemptions tender offers, bonus issues and consolidationsEstablishing control records for each corporate action
Processing new asset setup and maintenance of existing assets, ensuring
accurate reporting, timely pricing feeds and correct tax treatment applies.Communicating with internal and external stakeholders to ensure events are effectively monitored
Liaise with custodians and business partners
Adherence to Corporate Risk Policy, SOPs, legislation and regulatory requirements
About You
Completed or working towards a degree in Finance, Business or Commerce
Some experience within client service environment
Some experience within a data entry/administrative role
A good understanding and knowledge of Australian Financial Markets desirable
What’s in it For You?
Competitive salary package
Flexible working environment
Support and various programs for our people (Employee Assistance Program, Health & Wellbeing, Employee Referral Program)
LGT Wealth Management is committed to the ongoing development of their employees. Your development will be managed and tailored to your role and future career path.
LGT Wealth Management 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.
