Logo-of-Lgt-Group-hiring-for-jobs-in-Australia-on-GrabJobs

Associate Operations Analyst

icon building Company : Lgt Group
icon briefcase Job Type : Full Time
icon geo-alt Melbourne

Number of Applicants

 : 

000+

Click to reveal the number of candidates who applied for this job.
icon loader
icon loader

Let AI Supercharge Your Job Hunt!

JobCopilot scans 500,000+ company career sites daily to find jobs for you

Never miss an opportunity Save hours by auto-filling applications forms Land more interviews with tailored applications
happy man
thunder iconActivate JobCopilot

Job Description - Associate Operations Analyst

LGT Wealth Management was formed around a clear and uncompromising vision - to bring global best practice in building institutional quality investment portfolios to Australian clients.

With a shared passion for building an uncompromised business - we created something new from the ground up. A chance to leave behind the things that weren't working, while enhancing the things that were. Our authentic and personalised client-first commitment. Our entrepreneurial spirit. Our focus in best-in-class advice. And our intimate understanding of the Australian private wealth landscape.

In 2022 we became a part of the LGT Group, who shared our entrepreneurial spirit, long-term approach and private-ownership model. Today, with the global expertise, stability, and capability of LGT behind us, we can work without being reliant on markets or margins, with a singular focus on giving our clients the advice and deep expertise they need for generations to come.

Please note, this is a 12 month fixed term position.

Your Responsibilities:

  • Daily reporting, reconciliations & checklist completion
  • Onboarding new clients including knowledge of documentation requirements and AML/KYC (Anti-Money Laundering/Know Your Customer) verification checks
  • Recording of static data into systems including updating client's personal information, account classifications, account products and services
  • Processing account closures and deceased estates (probate/will)
  • Liaison with custodians and business partners
  • Ensure adherence to Corporate Risk Policy, Standard Operating Procedures, relevant legislation and regulatory requirements

Your skills and experience
  • Exposure to a client service or operations function, ideally within Financial Services
  • Experience performing data entry and general administrative tasks in a fast-paced environment
    An interest in, or foundational knowledge of, Australian financial markets (desirable)

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

LGT Wealth Management is committed to the ongoing development of their employees. Your development will be managed and tailored to your role and future career path.

LGT Wealth Management is an equal opportunity employer committed to embracing a diverse and inclusive work environment. We aim to attract and retain the best people regardless of their gender, marital/parental status, ethnic origin, nationality, age, background, disability, sexual orientation and gender identity.
Original job Associate Operations Analyst posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
thunder iconAuto-Apply to Similar Jobs
Share Job
Share Job
thunder icon

Get your Resume Reviewed for Free

thunder iconAutomate Job Applications for Similar Jobs

Auto-Apply to Operations Analyst Jobs with your AI JobCopilot

thunder icon Auto-Apply with AI

Similar Operations Analyst Jobs in Australia

thunder icon

Get your Resume Reviewed for Free

GrabJobs australia
facebook icon instagram icon linkedin icon

GrabJobs is the no1 job portal in Australia, connecting you to thousands of jobs fast! Find the best jobs in Australia, apply in 1 click and get a job today!

Mobile Apps

GrabJobs iOS App logo GrabJobs Android App logo GrabJobs Huawei App logo

Copyright © 2026 Grabjobs Pte.Ltd. All Rights Reserved.

Privacy Policy Terms of Use