At a Glance
- Tasks: Support Investment Managers with administrative tasks and ensure top-notch client service.
- Company: Join LGT Wealth Management, a leading firm backed by the Princely Family of Liechtenstein.
- Benefits: Gain valuable experience, study for a qualification, and enjoy a collaborative work environment.
- Other info: Opportunity for career progression and professional development in a respected firm.
- Why this job: Be part of a dynamic team that values innovation and personal growth.
- Qualifications: Strong communication skills, attention to detail, and a proactive mindset are essential.
The predicted salary is between 24000 - 36000 € per year.
LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT. Our aim is to offer a fresh approach to wealth management. We have a presence in London, Edinburgh, Jersey, Leeds, Birmingham, and Bristol. Our mission is to create long-term value for all stakeholders, encouraging individuals to generate, develop, and implement ideas that strengthen our business.
Brief Role Objective: Be part of a team that provides administrative support to Investment Managers/Wealth Managers to ensure that the client receives first-class service. Responsible for completing administrative, organisational, and client-related tasks accurately, efficiently, and in a timely manner. Will assist with responding to client enquiries and providing support at client meetings where appropriate.
This role requires a strong commitment to teamwork and positive collaboration, working closely with colleagues to ensure an efficient workflow and consistently high standards of client service. The successful candidate will demonstrate a proactive mindset, a willingness to learn, and an ambition to progress as they develop their skills and contribute to the team’s overall success.
Key Responsibilities:
- 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.
- 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.
- Maintain internal management information, ensuring that it is informative, accurate, consistent, and up to date.
- Keep comprehensive client records and ensure that these are accurate and up to date at all times.
- Liaise effectively with external custodians and providers to obtain information required for clients and their advisers.
- Proficient in the use of all internal and external systems and information feeds.
- Study for the level 3 qualification (Investment Operations Certificate) via the Apprenticeship Programme.
Your profile:
- Generates new ideas/initiatives to ensure the effectiveness of the Team.
- Takes initiative for own work, but also works well as part of a team.
- Acts at all times in a professional manner.
- Accuracy and attention to detail; will take time to double-check work.
- Strong communication skills; both verbal and written.
- Flexibility with a willingness to learn and take on new tasks.
- Ability to prioritise and manage workload whilst responding to urgent requests as they arise.
- Good working knowledge of the Microsoft Office suite of products, particularly Outlook, Excel, and Word.
- Understanding of front office systems is desirable.
Do you feel addressed? Then simply fill out the online application. We look forward to getting to know you.
Administration Assistant in Leeds employer: LGT Group
LGT Wealth Management UK LLP is an exceptional employer, offering a dynamic work environment in the heart of London, where teamwork and collaboration are at the forefront of our culture. We prioritise employee growth through opportunities such as the Apprenticeship Programme, allowing you to gain qualifications while contributing to our mission of delivering bespoke wealth management services. With a commitment to integrity and innovation, we foster a workplace that values your ideas and encourages professional development, making us a sought-after choice for those seeking meaningful careers in finance.
StudySmarter Expert Advice🤫
We think this is how you could land Administration Assistant in Leeds
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and practising common questions. Show them you’re not just another candidate; demonstrate your knowledge about LGT Wealth Management and how you can contribute to their mission.
✨Tip Number 3
Follow up after interviews with a thank-you email. It’s a simple gesture that shows your appreciation and keeps you fresh in their minds. Plus, it’s a great chance to reiterate your enthusiasm for the role!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, you’ll find all the info you need about us and what we value.
We think you need these skills to ace Administration Assistant in Leeds
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight how your skills and experiences align with the role of Administration Assistant. We want to see how you can contribute to our team and support our clients effectively!
Showcase Your Team Spirit:Since teamwork is key in this role, don’t forget to mention any past experiences where you’ve collaborated successfully with others. We love seeing candidates who can work well with colleagues to achieve common goals!
Be Detail-Oriented:Accuracy is crucial for this position, so double-check your application for any typos or errors. We appreciate candidates who take the time to ensure their work is polished and professional!
Apply Through Our Website:We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and get to know you better. Plus, you’ll find all the info you need about us there!
How to prepare for a job interview at LGT Group
✨Know the Company Inside Out
Before your interview, take some time to research LGT Wealth Management. Understand their values, mission, and the services they offer. This will not only help you answer questions more effectively but also show that you're genuinely interested in being part of their team.
✨Showcase Your Team Spirit
Since teamwork is crucial for this role, be prepared to discuss examples of how you've successfully collaborated with others in the past. Highlight your ability to adapt and support your colleagues, as this aligns perfectly with the company's emphasis on positive collaboration.
✨Demonstrate Attention to Detail
Given the importance of accuracy in administrative tasks, be ready to share instances where your attention to detail made a difference. You might even want to mention how you double-check your work to ensure everything is correct, which is a key requirement for this position.
✨Ask Thoughtful Questions
At the end of the interview, don’t forget to ask insightful questions about the role or the company culture. This shows that you're engaged and eager to learn more. Consider asking about opportunities for professional development, especially regarding the Investment Operations Certificate.
