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