About this role
Associate at Lgt. Location: Adelaide, South Australia, Australia. Role: managing onboarding, coordinating transfers, supporting advisers Requirements: 2+ years in wealth management or client-facing financial services; strong organisational, communication and client-first skills; experience with portfolio administration, Avaloq, and Microsoft Office (Excel, PowerPoint, Word). Category: Finance and Accounting Seniority: Entry Level Tools: Avaloq, Microsoft Excel, Microsoft PowerPoint, Microsoft Word Commitment: Full Time Workplace: Onsite Languages: English