Operations Analyst - Business Improvement at LGT Crestone Wealth Management Limited

Melbourne, Victoria, Australia -

Full Time

Start Date

Immediate

Expiry Date

07 May, 26

Salary

0.0

Posted On

06 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Daily Operational Tasks, Reporting Checklists, Client Reporting, Operational Queries, Administrative Support, Process Improvement, Scale Creation, Self-Service Tools, Risk Adherence, Compliance Adherence, Excel Proficiency, Tableau Interest, Power BI Interest, Detail-Oriented, Problem-Solving, Communication Skills

Industry

Financial Services

Description

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. About the Opportunity We’re looking for an Operations Analyst to join our Business Improvement team and play a key role in delivering high‑quality client reporting and supporting continuous improvement across our Operations function. This is a great opportunity if you enjoy variety, learning on the job, and getting involved in both day‑to‑day reporting and broader change initiatives. You’ll work closely with a supportive, experienced team that values collaboration and is committed to helping you grow your skills in data, reporting, and operations. If you’re someone who’s curious, proactive, and looking to expand your experience in a dynamic and evolving environment, this role offers plenty of opportunity to learn and make an impact. Your Responsibilities Complete daily operational tasks and reporting checklists Produce client reporting (daily, monthly, quarterly and annual) Respond to reporting and operational queries from internal stakeholders Provide administrative support to Delivery team for business led Projects Support process improvement opportunities to create scale Maintain self-service tools and operational reporting for internal teams Ensure adherence to risk, compliance, and operational standards About You Experience in an operations role, ideally within financial services Strong interest in data and reporting Proficient in Excel, with interest in Tableau/Power BI Detail-oriented, organised and able to manage recurring tasks Quick learner with a proactive, problem-solving mindset Strong communication skills and ability to work collaboratively Degree in Finance, Business, Commerce (preferred but not essential) Why You’ll Love This Role Exposure to both BAU and project‑based work Supportive, collaborative team environment Opportunities to develop skills in data, reporting and visualisation tools Fast‑paced role with variety and ongoing learning 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 is the largest Private Banking and Asset Management group in the world to be owned by an entrepreneurial family. As the family office of the Princely House of Liechtenstein, we have years of experience in the management of sizeable sums of assets.

Responsibilities

The Operations Analyst will be responsible for completing daily operational tasks and producing various levels of client reporting, while also responding to internal stakeholder queries regarding operations and reporting. This role also involves supporting process improvement initiatives to enhance operational scale and maintaining internal self-service tools.