Operations Administrator - Melbourne, Australia - LGT Crestone Wealth Management

LGT Crestone Wealth Management
LGT Crestone Wealth Management
Verified Company
Melbourne, Australia

3 weeks ago

Olivia Brown

Posted by:

Olivia Brown

beBee Recruiter
Description
Your team

  • The Account Services team consists of 11 people, all based in Melbourne
  • Our work includes onboarding new accounts, maintenance of existing accounts and document management
Your Role

  • Daily reporting, document reconciliations & checklist completion
  • Managing documentation onsite
  • Completing matching of original documents to digital copies
  • Recording of data into systems
  • Liaison with internal business partners
  • Support to team
  • Ensure adherence to Corporate Risk Policy, Standard Operating Procedures, relevant legislation, and regulatory requirements
Your skills & experience

  • Some experience within a client service environment desirable
  • Some experience within a data entry/administration role desirable
  • A good understanding and knowledge of Australian Financial Markets desirable
Your role competencies

  • Excellent communication skills
  • Logical and methodical
  • Resourceful, selfstarter
  • Strong attention to detail
  • Resilient
  • Pragmatic
  • Flexible and happy to get hands dirty
  • Effectively manage regular changing of priorities
  • Team player
Your qualifications

  • Completed or working towards a degree in Finance, Business or Commerce
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