Sydney, New South Wales, Australia · On-site
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 …
Skills: Portfolio Administration, Client Onboarding, Operational Coordination, Compliance, Workflow Management
Sydney, New South Wales, Australia · Hybrid
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Sydney, New South Wales, Australia · Hybrid
We’re looking for a Senior Legal Counsel to join our legal team supporting Lendlease’s Development business, where you will play a critical role in delivering complex, high-profile real estate and development transaction…
Skills: Real Estate Development, Corporate Transactions, Joint Ventures, Legal Negotiation, Regulatory Compliance
Sydney, New South Wales, Australia · Hybrid
Your roleWhat you'll be doing Corpay is currently on the lookout for a highly organised person to join our APAC Operations Team in Sydney Australia, as an Operations Associate. Your focus will be reviewing and processing…
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Sydney, New South Wales, Australia · Hybrid
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Sydney, New South Wales, Australia · Hybrid
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Skills: Business Resilience, Business Continuity Planning, Operational Resilience, Operational Risk Management, Crisis Preparedness
Sydney, New South Wales, Australia · On-site
At ING, data is at the heart of how we grow, optimise and innovate. As we continue to enhance the way we engage customers and enable smarter, faster decision‑making, we’re looking for an Analytics Enablement Expert to he…
Skills: SAS, SQL, Python, Data Analysis, Stakeholder Management
Sydney, New South Wales, Australia · Hybrid
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Skills: Client Acquisition, Business Development, Transaction Execution, Stakeholder Management, Credit Acumen
Sydney, New South Wales, Australia · Hybrid
A LITTLE ABOUT US Shippit is Australia’s best connected shipping software. Logistics infrastructure is a sophisticated beast, and we’re not only improving the experience for everyone involved, we’re impacting the planet …
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Sydney, New South Wales, Australia · Hybrid
About the Role This is an exciting opportunity to play a pivotal role within BOQ Finance, where you’ll sit at the centre of deal execution and portfolio performance, helping to bring complex credit transactions to life. …
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Sydney, New South Wales, Australia · Hybrid
The Role As a Senior Data & Automation Analyst at Linktree, you’ll be the data backbone of our Strategy & Finance function — turning a fast-growing stream of operational and financial data into the clean, reliable founda…
Skills: SQL, Data Modelling, Dbt, Dimensional Modelling, Python
Sydney, New South Wales, Australia · Hybrid
$78k–$85k/yr
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Skills: Financial Administration, Invoice Processing, Funding Administration, Financial Reporting, Reconciliations
Sydney, New South Wales, Australia · On-site
IMC is a global market maker, using advanced technology and sophisticated strategies to trade across major financial markets. With offices in Amsterdam, Chicago, and Sydney, we combine deep market expertise with cutting-…
Skills: Commodities Trading, Risk Management, Fundamental Analysis, Macroeconomic Analysis, Derivatives Trading
Sydney, New South Wales, Australia · On-site
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Skills: Financial Modeling, DCF Modelling, Portfolio Monitoring, Financial Analysis, Investment Acumen
Sydney, New South Wales, Australia · On-site
About Keyton With over 65 villages across Australia, 15,000+ residents and 800+ passionate staff, we’re leading the way with heart, for a new age of wellbeing, connection and choice for all independent seniors. Lev…
Skills: Conveyancing, Contract Administration, Legal Compliance, Document Control, Contract Negotiation
Sydney, New South Wales, Australia · On-site
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Skills: Transfer Pricing, Tax Compliance, Benchmarking Analysis, Industry Research, Country-by-Country Reporting
Sydney, New South Wales, Australia · Hybrid
At IAG, we’re ready for you. We're the largest general insurance group in Australia and New Zealand. Our family of brands turns the IAG purpose of making your world a safer place into action by helping everyday Aussies a…
Skills: Stakeholder Engagement, Influencing, Data Analysis, Written Communication, Verbal Communication
Sydney, New South Wales, Australia · Hybrid
FleetPartners is a leading ASX‑listed provider of fleet leasing, fleet management and novated leasing across Australia and New Zealand. Every day, we help businesses and individuals move forward with smarter, more sustai…
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Sydney, New South Wales, Australia · On-site
TMGM is a leading global CFD trading provider with a strong international presence across three continents. As the Official Regional Online Forex and Trading Partner of Chelsea FC in Asia Pacific, we are committed to str…
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Sydney, New South Wales, Australia · On-site
Overview Class: Full-time AND Permanenyt Legal Entity: StoneX Financial Pty Ltd Company Overview: Connecting clients to markets – and talent to opportunity. With 5,400+ employees and over 80,000 institutional, commercial…
Skills: Listed Derivatives Sales, Business Development, Client Relationship Management, Futures and Options, Institutional Sales
Sydney, New South Wales, Australia • On-site
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Provide high-quality operational and administrative support to the Advisory team, focusing on onboarding, portfolio administration, and documentation. Coordinate key operational activities and liaise with clients and external providers to ensure a seamless service experience.
Candidates should have a background in administrative support or operations, preferably within wealth management or financial services. A degree in Finance and RG146 accreditation are desirable, along with proficiency in Microsoft Office.
Join LGT Wealth Management — one of Australia’s leaders in private wealth advice and part of the world’s largest family‑owned wealth management group.
We’re seeking a Administrative Business Partner to provide high‑quality operational and administrative support to our Advisory team. This is a long‑term career role focused on coordination, accuracy, and execution in support of high‑net‑worth and ultra‑high‑net‑worth clients.
This opportunity suits someone who thrives on structure, precision and keeping a busy team running smoothly. We welcome candidates from a range of any corporate or financial services backgrounds - including wealth operations, paraplanning, financial planning, or other roles requiring strong organisational capability and attention to detail.
Manage end‑to‑end onboarding processes, account openings, documentation and day‑to‑day portfolio administration.
Coordinate key operational activities including cash and stock transfers, corporate actions, settlements and international trading instructions.
Support investment advisers in preparing meeting packs, maintain records and ensure all documentation is accurate, compliant and delivered on time.
Support the team by managing workflows, tracking deadlines and ensuring smooth execution of daily tasks.
Liaise daily with clients, internal teams and external providers to resolve queries and deliver a seamless service experience.
Maintain meticulous client files and internal systems to support efficient team operations.
Experience in wealth management or a similar client facing financial services role (desirable).
Background in administrative support, coordination, or operations - ideally within financial services, though strong experience in other professional settings will also be considered.
Exceptional organisational skills with a strong focus on accuracy and detail.
Clear written and verbal communication skills with a professional, approachable style.
Comfortable managing multiple priorities in a dynamic environment with a solutions‑oriented mindset.
Confident using Microsoft Office skills (Excel, PowerPoint, Word).
Degree in Finance or a related discipline (desirable but not essential).
RG146 accreditation or willingness to obtain it.
AML/KYC or derivatives accreditation considered an advantage.
A values‑driven, purpose‑led culture - Our long‑term ownership model means stability, integrity and a commitment to sustainable success for clients and our people.
Exposure to global capability and sophisticated investing - Gain insight into private markets, sustainable investing and intergenerational wealth strategies as part of a global network.
A team that wins together - Collaboration is one of our core values. You’ll be surrounded by people who back you, share knowledge generously and celebrate collective achievements.
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.
LGT Crestone is one of the largest family-owned wealth management firms in the world - bringing together the deep trusted relationship of a local firm with the strength and security of a multinational. We provide private wealth advice services to high net worth and ultra high net worth families, family offices and for purpose organisations, focused on long term results to last generations. LGT Crestone now has over 300 employees, including over 100 investment advisers who have worked together for an average of 10 years. It has offices in Adelaide, Brisbane, Melbourne and Sydney. Find out more at lgtcrestone.com.au .
Offices: 2 Chifley Square, Level 32, Chifley Tower, Sydney, NSW 2000, AU · 101 Collins St, Level 17, Melbourne, Victoria 3000, AU · 123 Eagle St, Level 18, Brisbane City, Queensland 4000, AU · 91 King William St, Level 26, Adelaide, South Australia 5000, AU
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