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    Assistant Team Administrator - Leeds, United Kingdom - LGT Group

    LGT Group
    LGT Group Leeds, United Kingdom

    3 weeks ago

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    Description

    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.

    When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth management.

    Our head office is based in London however we have a presence in Edinburgh, Jersey, Leeds, Birmingham and Bristol.


    The plan was simple:
    put our clients first by providing a transparent service, designed around what is right for each of them.

    By drawing together in-depth knowledge and experience from across the industry, we provide a flexible, bespoke service adapted to each of our clients' needs.

    Our mission is to create long-term value for all stakeholders. As our brand recognition grows, we are fast becoming an employer of choice in our sector. We have over £29 billion in funds under management and circa 700 staff.
    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 and keep all relevant internal and external parties informed
    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
    Assist in preparing internal management information, ensuring that data is accurate, consistent and up to date
    Undertakes other tasks or specific project work as and when requested by the Investment Managers.
    Adheres to all company-wide policies, procedures and compliance requirements.
    Good working knowledge of the Microsoft Office suite of products.
    Understanding of front office systems is desirable.
    Then simply fill out the online application.

    That is why you will find everything that matters to us on our website – plus everything you should know about us before you meet us in person, open an account or apply for a job.

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