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.

Reporting to a member of the Chief Risk Officer (CRO), you are an integral part of the Executive Support team within the Corporate Office, working closely with senior leaders across the business. 

You provide high-level administrative and operational support, enabling executives to focus on strategic priorities and decision making. 

The role contributes to maintaining internal efficiencies, supporting collaboration across leadership teams, and upholding the organisation’s professional reputation and culture.

Your responsibilities

• Supporting the Chief Risk Officer (CRO), and other Executive Committee members when needed, in all aspects of their role
• Supporting the Head of Legal with diary management and travel.
• Managing complex diaries, including scheduling meetings with internal and external stakeholders, clients, suppliers and other key contacts
• Planning and coordinating annual meeting cadences, including leadership meetings, team meetings, committees and regular one-on-ones
• Preparing, collating and ensuring the timely availability of meeting papers, agendas and supporting materials
• Managing and screening emails and correspondence, including drafting responses and following up actions as required
• Coordinating domestic and international travel, accommodation and itineraries
• Managing expense claims and corporate expenses, including reviewing team expenses for accuracy and policy compliance
• Supporting travel and expense coordination, where appropriate, for senior managers within the CRO’s direct reporting line
• Providing administrative support for governance and committee meetings, including preparation of materials, minute taking and tracking actions
• Preparing reports, presentations and other documents, including gathering, consolidating and analysing relevant information
• Coordinating contracts, approvals and documentation for review and signature by authorised approvers
• Liaising with employees and key stakeholders, resolving queries and escalating issues as required
• Supporting onboarding and integration activities for new joiners and people leaders within the relevant business area
• Collaborating closely with other Executive Assistants and support teams to ensure alignment, coordination and timely follow-up of key actions
• Representing the executive to LGT colleagues and stakeholders in a professional and responsive manner
• Supporting overseas counterpart visits and travel arrangements, including organising meetings, schedules and related logistics as required
• Organising team offsites, including venue sourcing, agenda coordination, activities and travel arrangements
• Coordinating internal events in partnership with relevant teams or committees
• Supporting the Risk Legal and Compliance team with ad hoc administrative tasks, initiatives and business projects as required

Your skills and experience

• Proven experience supporting Executive Leaders in a fast-paced environment
• Advanced Microsoft Office skills
• Ability to quickly adapt to and utilise new technologies
• Experience within the financial services sector
• Exceptional interpersonal and communication skills
• Strong discretion and ability to handle confidential information
• Sound business acumen
• Strong organisational and project management capability
• High attention to detail
• Ability to manage competing priorities
• Proactive approach with the ability to anticipate needs
• Relevant tertiary qualification (Diploma or Degree)

What’s in it For You?

• Competitive salary package

• Opportunity to participate in a discretionary bonus program

• Flexible working environment

• Support and various programs for our people (Employee Assistance Program, Health & Wellbeing, Employee Referral Program)

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.