Operations Analyst

LGT Crestone Wealth Management Limited

Competitive salary pyckage; not specified; flexibl...
Minimum 2 years operations experience
Knowledge of australian financial markets
Aml/kyc verification checks
The role focuses on providing the best service possible while supporting the Front Office in creating and maintaining client accounts

Job Summary

  • The role focuses on providing the best service possible while supporting the Front Office in creating and maintaining client accounts.
  • Responsibilities include daily reporting, reconciliations, onboarding new clients with AML/KYC checks, and processing asset transfers.
  • The company offers a competitive salary package, flexible working environment, and tailored employee development programs.

Matching Summary

The role focuses on providing the best service possible while supporting the Front Office in creating and maintaining client accounts.

Salary

Competitive salary package; Not specified; Flexible working environment; Employee Assistance Program; Health & Wellbeing; Employee Referral Program

Skills & Requirements

Must-have

  • Minimum 2 years Operations experience
  • Knowledge of Australian Financial Markets
  • AML/KYC verification checks
  • Asset transfer processing
  • Client onboarding and documentation

Nice-to-have

  • Entrepreneurial spirit
  • Client-first commitment
  • Adherence to Corporate Risk Policy

Key Requirements

  • Minimum 2 years' experience in Operations within Financial Services
  • Degree qualified in Finance, Business or Commerce
  • Good understanding of Australian Financial Markets

Work Rights

Not specified

Tailored Resume

Cover Letter