Senior Investment Assistant
Posted 2 days 3 hours ago by LGT Vestra LLP
LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth management. Alongside the LLP we also have two other entities which focus on US and Jersey based clients. Our head office is based in London however we have a presence in Edinburgh, Jersey, Leeds, Birmingham and Bristol. The plan was simple: put our clients first by providing a transparent service, designed around what is right for each of them. By drawing together in-depth knowledge and experience from across the industry, we provide a flexible, bespoke service adapted to each of our clients' needs.
Our mission is to create long-term value for all stakeholders. Our culture encourages individuals to generate, develop and implement ideas which will strengthen our business. Belonging, respect, integrity, conviction and entrepreneurship are our core values. As our brand recognition grows, we are fast becoming an employer of choice in our sector. We have over £29 billion in funds under management and circa 700 staff.
Brief Role Objective:
As a Senior Investment Assistant, you will serve as a pivotal member of the support team, providing expert general and administrative assistance to our Wealth Managers to ensure the highest standard of client service. In addition to managing complex client-related, administrative, and organisational tasks, you will act as a key point of contact for internal and external stakeholders, oversee the quality of services delivered by the team, and mentor junior colleagues. You will take ownership of specialist functions such as account opening and regulatory compliance, contribute actively to cross-team initiatives and process improvements, and represent the admin team in firm-wide projects and committees. Your experience and leadership will be essential in resolving escalated queries, driving operational excellence, and ensuring continued adherence to best practices and industry standards.
Key Responsibilities:
- Act as the main point of contact for administrative queries, both internally and externally, related to the team's clients.
- Maintain a thorough understanding of the clients managed by the team to provide high-quality administrative services.
- Oversee the quality and quantity of administrative services provided to clients on behalf of the team.
- Act as the team's account opening specialist, ensuring all account opening processes are executed with precision, efficiency, and in full compliance with regulatory and internal standards.
- Act as a role model and mentor, support junior colleagues across teams or departments, providing guidance on work allocation, output, and professional development.
- In Team Support Managers absence, be able to supervise the support team and ensure continuity and the smooth execution of daily operations.
- Build and maintain strong collaborative relationships with colleagues in other departments. Particularly with teams we work closely with such as Client Due Diligence, Data Team, Transfers, Treasury etc and others we closely interact with to ensure seamless cooperation and effective workflow.
- Serve as a reference point for resolving internal queries related to administrative processes and client matters.
- Actively participate in the FO Assistant Forum, contributing ideas and process improvements.
- Assist with the firm-wide implementation of projects or systems related to the support function.
- Ensure all administrative processes comply with regulatory requirements and internal policies.
- Take on more complex work to establish yourself as a technical expert within the team.
- Serve as a member of the US Team 'Implementation Committee' initiative representing the admin team and assisting with projects that arise from this.
Other skills, competencies and attributes:
- This role is open to those who have previously worked in a Front Office environment in a similar role
- 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 Wealth Management's procedures, within individual authorisation levels and in a compliant manner.
- Accuracy and attention to detail and 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.
- Deals with all matters promptly, professionally and effectively without being reminded.
- Readily assists the team in achieving its objectives.
- Ability to prioritise and manage workload whilst responding to urgent requests as they arise. Follows tasks through to the end.
- Makes effective use of time in order to carry out tasks to the appropriate standard.
IT:
- Good working knowledge of the Microsoft Office suite of products, in particular, Outlook, Excel and Word.
- Understanding of front office systems is desirable.
Ben Snee, Chief Executive Officer welcomes you to LGT Wealth Management. Hear more about our commitment to sustainability and what makes LGT a great place to work.
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