Job title : Private Office Assistant
Role : Full time - Permanent
Area : Central Chichester, Office based
Salary : Up to £32,000 Per annum
Other Benefits:
25 days’ holiday raising to 26 after 2 years’ service,
A discretionary day off for your birthday, Christmas shopping day and moving house day
8 bank holidays
Pension 7.5% contribution
Private medical insurance
Income Protection
This could be a fabulous move into a thriving, professional and dynamic environment with a highly regarded and successful investment based business based in Chichester. The position of Private Office Assistant is required to be part of a dynamic fast paced exciting business.
The role responsibilities:
As the Private Office Assistant you would be assisting in the management of private client relationships and their investment portfolios, this will not include giving advice, and generally supporting the team in developing and managing client relationships and would include:
1. Resolve/action general administration queries
2. Prepare agendas and paperwork for committee and team meetings and take minutes
3. Deal with compliance related matters such as collation of anti-money laundering documentation, checking client documentation
4. Sending and checking payment instructions to the Central Administration Team for internal an...