At a Glance
- Tasks: Support a dynamic team with administrative tasks to enhance client service.
- Company: Join LGT Wealth Management, a prestigious firm owned by the Princely Family of Liechtenstein.
- Benefits: Gain valuable experience in wealth management and develop your professional skills.
- Other info: Opportunities for career growth and learning in a supportive environment.
- Why this job: Be part of a respected team that values integrity and innovation in client service.
- Qualifications: Strong communication skills and proficiency in Microsoft Office are essential.
The predicted salary is between 24000 - 28000 £ per year.
LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT. Our head office is based in London with a presence in Edinburgh, Jersey, Leeds, Birmingham, Bristol, and Manchester. Our mission is to create long-term value for all stakeholders, and our culture encourages individuals to generate, develop, and implement ideas which will strengthen our business.
Our business is responsible for managing client portfolios on a bespoke basis, involved in portfolio management, investment analysis, and relationship management. Each team prides itself on the quality of service it provides, ensuring that they have adopted a robust investment process to best manage the investment interests of their clients.
Brief Role Objective: Be part of a team that provides general and administrative support to the Partners and Investment Managers/Assistants to ensure that the client receives a first-class service. Responsible for ensuring that client-related, administrative, and organisational tasks are completed accurately, efficiently, and in a timely manner.
Key Responsibilities:
- Collate and distribute account opening packs and ensure that they are fully and accurately completed.
- Monitor the progress and timeliness of account opening and asset/cash transfers.
- Assist the Investment Assistants in providing regular and ad-hoc information to clients.
- Assist in resolving client queries regarding their portfolios or account opening.
- Ensure correspondence and reporting is clear, technically accurate, and tailored to the client’s level of knowledge.
- Assist in preparing internal management information, ensuring data is accurate and up to date.
- Keep comprehensive client records and ensure they are accurate and up to date.
- Liaise effectively with external custodians and providers to obtain information required for clients.
- Monitor and assist with email queries and requests.
- Proficient in the use of all internal and external systems and information feeds.
- Assist on collating LGT Lombard Lending account opening and credit documentation.
- Attend regular forums to ensure knowledge of the business and industry is kept up to date.
- Manage your team’s diary and book meetings as requested.
- Monitor and deal with expenses where requested.
Requirements:
Key Skills and Technical Requirements:
- Generates new ideas/initiatives to ensure the effectiveness of the Team.
- Good working knowledge of the Microsoft Office suite, particularly Excel, Outlook, and Word.
- Understanding of front office systems is desirable.
Other Skills and Attributes:
- Takes initiative for own work, but also works well as part of a team.
- Acts at all times in a professional manner.
- Conducts role in accordance with LGT’s procedures and in a compliant manner.
- Accuracy and attention to detail.
- Strong communication skills; both verbal and written.
- Strong numeracy skills.
- Flexibility with a willingness to learn and take on new tasks.
- Deals with all matters promptly, professionally, and effectively.
- Ability to prioritise and manage workload whilst responding to urgent requests.
- Makes effective use of time to carry out tasks to the appropriate standard.
- Willingness to work towards qualifications in line with the firm's policies and procedures.
We are looking forward to receiving your online application. For any further information please do not hesitate to contact us.
Administrative Assistant in London employer: LGT Bank
LGT Wealth Management UK LLP is an exceptional employer, offering a dynamic work culture that prioritises client-centric values and fosters individual growth. With a commitment to integrity and entrepreneurship, employees benefit from a supportive environment that encourages innovation and collaboration, alongside opportunities for professional development in a prestigious London-based firm with a global presence. Join us to be part of a team that not only values your contributions but also invests in your future success.
StudySmarter Expert Advice🤫
We think this is how you could land Administrative Assistant in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
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We think you need these skills to ace Administrative Assistant in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to LGT Bank.
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Research and Reflect:Before hitting that 'apply' button on LGT Bank's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at LGT Bank
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with LGT Bank.
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Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
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✨Network with Industry Professionals
Before your interview, reach out to current or former LGT Bank employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
