At a Glance
- Tasks: Support a dynamic team with administrative tasks and ensure top-notch client service.
- Company: Join a leading investment firm focused on excellence and teamwork.
- Benefits: Gain valuable experience, competitive pay, and opportunities for professional growth.
- Other info: Perfect for those eager to learn and grow in the finance industry.
- Why this job: Be part of a fast-paced environment where your contributions truly matter.
- Qualifications: Strong communication skills and proficiency in Microsoft Office are essential.
The predicted salary is between 30000 - 40000 £ per year.
Be part of a team that provides general and administrative support to the Partners and Investment Managers/Assistants, ensuring that clients receive a first‑class service. Responsible for completing client‑related administrative and organisational tasks accurately, efficiently and within agreed deadlines.
Key Responsibilities
- Collect and distribute account opening packs, ensuring all required documentation is filled accurately.
- Track progress and timeliness of account opening and asset/cash transfers, keeping relevant parties informed.
- Assist Investment Assistants in providing regular and ad‑hoc information to clients, ensuring documents and reports are accurate and dispatched on time.
- Resolve client queries regarding portfolios or account opening.
- Ensure correspondence and reporting are clear, technically accurate and tailored to the client’s knowledge level.
- Prepare internal management information, ensuring data is accurate and up to date.
- Maintain comprehensive client records, liaising with colleagues, platforms and external custodians.
- Liaise with external custodians and providers to obtain required information.
- Monitor and respond to email queries and requests.
- Proficient use of all internal and external systems and information feeds.
- Assist in collating LGT Lombard Lending account opening and credit documentation.
- Support the Investment Assistants with ad‑hoc administration tasks as required.
- Attend regular forums to keep knowledge of the business and industry up to date.
- Manage the team’s diary and book meetings as requested.
- Monitor and address expenses where required.
Your profile
Key Skills and Technical Requirements
- Generate ideas/initiatives to improve team effectiveness and processes.
- Good working knowledge of the Microsoft Office suite, especially Excel, Outlook and Word.
- Desirable understanding of front‑office systems.
Other Skills and Attributes
- Takes initiative for own work and functions well within a team.
- Acts professionally at all times.
- Adheres to company procedures and maintains compliance within authorised limits.
- Exhibits strong accuracy and attention to detail, double‑checking work.
- Strong verbal and written communication skills.
- Flexible and willing to learn new tasks quickly.
- Handles matters promptly, professionally and effectively without reminders.
- Readily assists the team in achieving objectives.
- Prioritises and manages workload, responding to urgent requests and following tasks through to completion.
- Uses time effectively to meet standards.
- Willing to pursue qualifications in line with firm policies and procedures.
Administrative Assistant employer: LGT Group
Join a dynamic team where your contributions as an Administrative Assistant will be valued and recognised. Our company fosters a collaborative work culture that prioritises professional development, offering ample opportunities for growth and learning in the financial services sector. Located in a vibrant area, we provide a supportive environment that encourages innovation and excellence, ensuring you can thrive while delivering exceptional service to our clients.
StudySmarter Expert Advice🤫
We think this is how you could land Administrative Assistant
✨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.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like LGT Group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Administrative Assistant
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 Group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on LGT Group'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 Group
✨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 Group.
✨Prepare for Case Studies
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.
✨Show Your Passion for Finance
Since this is a full-time position, employers at LGT Group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former LGT Group 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.
