Administrative Assistant

1 month ago

London, Greater London, United Kingdom LGT Group Full time
{"h3": "Job Summary"}

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. Our aim is to offer a fresh approach to wealth management, putting our clients first by providing a transparent service, designed around their needs.

Your Role

The Team Assistant will provide administrative and operational support to the Regional Wealth Planning Head and Head of Wealth Planning. This is a broad role with key responsibilities to ensure the effective, compliant running of the team, including taking ultimate responsibility for effective coordination of team policies and procedures in line with internal audit requirements.

Key Responsibilities
  • Assist in change projects which impact the teams, regulatory landscape, and wealth planning service delivery.
  • Manage mailboxes and Outlook for key personnel.
  • Coordinate diaries and calendars for key personnel.
  • Work on Work in Progress spreadsheets.
  • Process expenses, invoices, and payments for key personnel.
  • Arrange travel bookings for key personnel.
  • Organise, coordinate, and manage team events and offsites.
  • Work with the Marketing department on centralised events.
  • Prepare presentations.
  • Manage subscriptions.
  • Process gifts and entertainments.
  • Record management of all training requests.
  • Complete applications for industry awards.
  • Manage IT requests and issues.
  • Own brochures and fact sheets.
  • Ensure all relevant sign offs are in place where required.
  • Support with onboarding of new joiners and offboarding of leavers and coordination of messaging across the team.
  • Assist and take responsibility for coordination of key project work across the team.
Requirements

Key Skills and Technical Requirements:

  • Good organisational skills.
  • Self-motivated with an ability to project manage and deliver tasks to completion.
  • Strong attention to detail.
  • Able to take the initiative within an understood framework of scope and authority.
  • Deal with all matters promptly, professionally, and effectively.
  • Good telephone manner and confident in speaking to providers, as well as colleagues.
  • Strong time management skills and collaborative approach to working.

Other Skills and Attributes:

  • Microsoft Office (Excel, Teams, Outlook, PowerPoint).
  • Broad knowledge of the wealth planning offering and, wealth planning operations would be essential for the role.

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