LGT Crestone 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.
Your Responsibilities
Reception Duties
- First port of call for all clients entering the reception area
- Ensure that every phone call is handled in a courteous and professional manner and that all visitors are appropriately and swiftly attended to
- Responsible for directing inquiries accordingly
- Responsible for booking and managing all client meeting rooms
- Liaising with the staff to keep them informed of arrival of guests/clients and any changes in room availability
- Ensure the efficient processing of incoming and outgoing mails as required, updating tracking registry
- Responsible signing for incoming parcels
- Ensure that the entry desk premises and reception area are kept tidy and clean at all times
- Daily setup of reception areas, newspapers on coffee table
- Setup of video conference and conference call meetings
- Responsible for checking the state of stationery and equipment in the reception area and if found to be low on stock /order stock
- Ensure records are kept properly so that they can be easily retrieved for review when needed by relevant personnel
Administration Support
- Provide administrative support to Head of Facilities and other departments, including liaising with office suppliers and providers to replenish stock, fix broken office items and furniture, order deliveries.
- Maintain an adequate inventory of office supplies, ensure office supplies are kept stocked and order as necessary
- Provide administration support to Executive Leadership Team
- Assist in coordination of client functions and marketing events in conjunction with the Business Manager and Event Manager
- Assist in housekeeping of the office as required
- Management of staff access cards and monthly reports
- Phone coverage for Adviser Associates as required
- Back up for the Executive Assistants as required
- Ensure complaints are dealt with satisfactory, or passed to the appropriate Manager
Client Kitchen and Serving, back up support when required
- Maintain and update inventory for food and kitchen supplies, ensuring everything is fully stocked for the following day
- Maintain first aid supplies for First Aid Kit
- Ordering of catering from external suppliers
- Oversee and provide food and beverage service including:
- General waiting duties
- Responsible Service of Alcohol
- Maintaining supply and ordering
- Assist with preparing and presenting food, including silver service where required
- Follow safe food handling procedures
- Maintain clean and tidy dining / kitchen areas
- Complete all required food safety training to meet company compliance standards
- Provide feedback on health, safety and security
- Report all incidents immediately and identify and report all hazards
- Adhere to and maintain Food Handling standards at all times
Facilities
- Maintain office facilities – lodge Tenant Service Requests for lights, AC, secure bins and events etc
- Lead the building evacuation drill process
- Maintain catering and staff kitchen equipment – coffee machines
- Manage desk moves with the support of maintenance for heavy lifting and IT staff for desk equipment
- Provide adhoc facilities support to Head of Facilities
About You
- Experience within a similar role in a corporate environment
- Intermediate skills with Microsoft Word and Excel
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.
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