Private Office Assistant

Description

Job Title: Private Office Assistant

Based: Chichester

Hours: Full time, Permanent

Salary: Circa £27k plus excellent benefits

Are you ready to take the next step in your investment career?

An exciting opportunity has arisen for a Private Office Assistant to join a dynamic and growing team in Chichester. This role offers hands-on exposure to investment management, client relationships, and portfolio administration — perfect for someone eager to build a long-term career in finance.

Responsibilities of the Private Office Assistant

* Supporting senior team members in managing client portfolios and investment deals

* Handling day-to-day client communications and queries with professionalism and care

* Preparing and dispatching client paperwork and reports

* Attending and taking minutes at key committee meetings

* Building strong internal relationships to ensure smooth data processing and transaction management

* Contributing to a small, collaborative team that values initiative, flexibility, and accuracy

What the client is looking for in a Private Office Assistant

* Friendly, confident, and professional — a natural communicator who enjoys client interaction

* Highly organised, adaptable, and able to juggle multiple priorities in a fast-paced environment

* Calm under pressure and meticulous with detail

* Proficient in Microsoft Excel, Word, and Outlook

* Ideally experienced in client-facing financial services or investment administration

* Working towards (or interested in pursuing) the CFA (UK) Investment Management Certificate (IMC) or similar qualification

Why Join

* Gain valuable front-office experience in a respected investment environment

* Work closely with a knowledgeable, supportive team that values your growth

* Be trusted with early responsibility and exposure to a broad range of client activities

* Opportunity to develop professional qualifications and advance your career in investments

If you’re organised, proactive, and passionate about delivering exceptional client service, we’d love to hear from you.

Apply now and take the first step toward an exciting future in investment management

Ad ID: 5417262997