£22,880 PA FTE (pay award pending)
Full time (Part time of no less than 22.5 hours per week will be considered)
Based in Trull, Gloucestershire (with home working for part of the week)

The Trust Partnership is an innovative social enterprise helping charitable foundations and almshouses to be better managed and to use their resources more effectively for the benefit of the wider public. In short, we are having a big impact in philanthropy and almshouse sectors.

We are excited that we’ve not only been able to build a thriving business, but to do so on strong ethical foundations. The way we look after our staff, our clients and other stakeholders is important to us. We believe it’s possible to be a good business and a profitable one at the same time.

Main purpose and scope of the job:

The successful candidate will possess excellent organisation, communication and ICT skills and be able to maintain confidentiality at all times. You will prepare meeting agendas and papers, support the Clerks to Trustees and be the principle point of contact for the grant making activities of your clients. You will provide excellent support to client Trustees as well as cover for absences within our team.

Duties and key responsibilities:

Provide excellent administrative services to senior colleagues and some direct support to clients, where appropriate, including (but not limited to):

  • Processing grant applications using databases such as Salesforce and Formstack.
  • Preparing agenda packs for client meetings and providing support at client meetings (attendance may be necessary).
  • Liaison with grant applicants, beneficiaries and almshouse residents.
  • Liaising with clients, banks and suppliers as necessary.
  • Assisting with simple changes to client websites.
  • General administrative duties such as filing, post, file management, data storage and disposal.
  • Liaising with the clients’ finance team.
  • General administrative duties.

Provide support to the team by:

  • Answering phone calls and assisting callers to access the right person/information.
  • Helping others when time allows.

The Benefits:

  • Work as part of a friendly and caring team
  • Lovely offices in a farm building with some flexible home working
  • Free parking
  • Membership of an employee benefits platform
  • Charitable Giving matching up to £200 per annum
  • 24 days’ holiday per annum plus Bank holidays (FTE)
  • Christmas shutdown (included in above)
  • Additional day’s contractual leave entitlement after each fifth year of service (up to a total of six days)
  • Eyecare vouchers

About You:

To join us as an Administrator you will need:

  • A high level of computer literacy, using Microsoft Office 365 applications
  • Experience of working with databases
  • Accuracy and attention to detail
  • An excellent telephone manner
  • Excellent organisational skills, working to deadlines
  • Excellent written and oral communication skills
  • A keen interest in the charitable sector
  • To be motivated, focussed and keen to help with a positive attitude
  • To be able to work on your own initiative but also as part of a team
  • A full driving licence and access to your own vehicle (due to our office location)

To apply, please send your CV and a letter of application to: [email protected]

We’re a friendly group of people that look after some amazing foundations and almshouses from a beautifully-located rural office in the heart of the Cotswolds, with some team members working remotely from London and other parts of the country to look after specific clients.

We are excited that we’ve not only been able to build a thriving business, but to do so on strong ethical foundations. The way we look after our staff, our clients and other stakeholders is important to us. We believe it’s possible to be a good business and a profitable one at the same time.

We are always interested to hear from great people in our sector, or those hoping to develop a career within it. You can check back here regularly to see any specific roles that we are recruiting for, but these are the typical and most common general roles:

Clerks to Trustees (sometimes called the Secretary to the Board) are skilled people who often come to us with specialist experience in governance and the administration of foundations, and sometimes within a specific area such as grantmaking or social housing (for our almshouse clients). Our clerks are responsible for a portfolio of trusts and almshouse charities, being the principal point of contact for Trustees, supported by specialist administrators. Experience of working with boards of Trustees is essential, and for the almshouses within our care familiarity with these charities is also important. Clerks visit our Gloucestershire offices and clients in London and need to be able to do so easily, sometimes at short notice. We seek to work with motivated individuals with an exemplary work ethic and a professional attitude. Accuracy is essential in all that we do and an eye for detail that is balanced with an ability to see the bigger picture is also important. Respect, integrity, and emotional intelligence are central to these roles.

Administrators have excellent organisational, communication and ICT skills and they understand the importance of maintaining confidentiality at all times. They assist with preparing meeting agendas and papers, support the Clerks to Trustees and are the initial point of contact for the activities of clients. Like the Clerks, they often work across a number of clients which provides even more interest and experience. These roles are great for learning the basics of board management and governance, and we can provide support and training to staff members wishing to become Clerks.

Management Accountants work closely with clients and other team members to manage the financial affairs of foundations and almshouses and are typically qualified or part-qualified accountants. They are normally responsible for producing management accounts for a portfolio of clients including; processing entries to Xero, income and expenditure and balance sheet reconciliations, budgeting, forecasting and report production from Xero and Excel. They also produce our clients’ annual statutory accounts, manage the year end process and liaise with auditors and are supported by a team of Bookkeepers.

Bookkeepers work closely with Management Accountants and other team members to support clients with a range of functions including financial administration.
Benefits and the working environment:
Working with us you will receive the following benefits:

• Career progression opportunities for the right candidates
• Flexible working environment (including working from home)
• Professional development
• Membership of an employee benefits platform (www.Perkbox.com)
• Your charitable giving matched by us up to £200 per annum
• 24 days’ holiday per annum plus Bank holidays (FTE)
• Christmas shutdown (included in above)
• Additional day’s contractual leave entitlement after each fifth year of service (up to a total of six days)
• Eyecare voucher scheme.

If you would like us to consider you for future roles within The Trust Partnership, and are happy for us to store your personal information within our secure HR system, please send your CV with a covering email to [email protected].