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.

Your responsibilities:

• Liaise with the Head of Facilities to support the effective running of the Adelaide office.
• Provide team-oriented support to Associates, Investment Advisers and Facilities team interstate.
• Act as the first point of contact for the Adelaide office, answering phone calls, greeting clients and visitors, and directing enquiries as appropriate.
• Assist with the coordination of client functions and marketing events in conjunction with the Investment Advisers and the Marketing team.
• Assist with the planning and preparation of meetings, in-house events, conferences and conference calls.
• Oversee meeting rooms, including scheduling, tidiness and occupancy awareness.
• Organise catering for client meetings and events as required.
• Set up video conferences and support meeting room technology requirements.
• Oversee mail, including administration and delivery of post, courier items and scheduled deliveries.
• Maintain inventory and unpack office supplies and stationery.
• Oversee office facilities and coordinate maintenance and repairs to ensure a safe, functional and well-maintained workplace.Provide food and beverage service to clients and maintain clean kitchen areas.
• Support credit card and expense claims for Investment Advisers and Facilities teams
• Assist with travel bookings as required.

Your skills, experience and qualifications:

• Minimum of three years’ experience in a customer service or front desk reception role within a corporate environment.
• Experience in an administration role.
• Experience dealing with high-end clients is desirable.
• Client service oriented and a strong team player.
• Detail-oriented with strong organisational skills, able to manage time efficiently and multi-task.
• Excellent verbal, written and interpersonal communication skills.
• Ability to prioritise and respond to frequently changing needs.
• Maintains a professional business appearance.
• Flexibility with hours of operation may be required to accommodate functions.
• Completion of high school studies.

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.