Clerk to Trustees

We are The Trust Partnership. Our vision is to help charitable Trusts, Foundations and Almshouses to provide better informed, better managed and better directed funding and housing and to use their resources to the best advantage of all their stakeholders.

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 treat our staff, our clients and other stakeholders is important to us, and becoming a Certified B Corporation in 2016 was evidence of our positive impact locally and on the sector as a whole. We believe it’s possible to be a good business and a profitable one at the same time.

Job title:                      Clerk to Trustees

Place of work:            Our office near Tetbury and with regular evening travel to London

Hours:                         full time or part time, (22.5 to 37.5 hours per week) with some evening work as required

Salary:                         £20,000 to £22,000 full time equivalent, dependent on skills and experience

Main purpose and scope of the job:

The successful candidate will possess excellent organisation, communication and ICT skills and be familiar with maintaining confidentiality at all times.  They will ensure the smooth running of meetings, prepare meeting agendas, take accurate minutes, maintain the effective Governance of the Trustee Board and be a principal source of communication between charity clients and The Trust Partnership. They will oversee the maintenance and care of clients and their beneficiaries, working alongside other Trust Administrators, finance colleagues and Clerks.

Duties and key responsibilities:

To be fully conversant with the Governing Document for the Charity and the Terms of Reference of any Committees, and to advise the Trustees on matters of governance procedure, referring to the current Charity Commission legislation and guidance at all times.

To work closely with colleagues and oversee the administration of all Trustee meetings and the completion of meeting actions.

To prepare the agenda for board and subcommittee meetings as appropriate, in consultation with the Chair and The Trust Partnership administration team.

Work with the administration team and Trust Accounting to approve meeting papers in time for their circulation at least 10 days in advance of the meeting.

To co-ordinate the booking of rooms, and refreshments if required, for board meetings, subcommittees, away days and other special meetings.

To prepare and submit draft minutes of all meetings for approval to the Chair within 10 days.

To undertake the distribution of the minutes to the Board of Trustees as soon as they have been approved by the Chair.

To show diplomacy and tact and an ability to work with senior professionals.  A high degree of flexibility and adaptability will be clearly demonstrated by successful candidates.

To provide administrative support to Trustees both individually and collectively and manage all communications to and from board members and between the board and The Trust Partnership.

Ensure compliance with all Trustee-approved policies.

Support strategy and policy development to improve the impact of their Client’s Public Benefit.

 

Additional administrative support will include:

  • Answering queries from our clients and the general public via dedicated telephone helplines and emails
  • Liaising with trustees, auditors, investment managers and banks
  • Assessing and processing grant applications using a bespoke database, sometimes to tight deadlines
  • Producing agendas and reports for trustee meetings
  • Raising payments by cheque and electronic funds transfers
  • Working closely with external consultants and suppliers
  • Occasionally traveling for client meetings as required
  • Completing all other tasks associated with an administrative role

The Benefits 

  • Work as part of a friendly and caring team
  • Lovely offices in a farm building
  • 24 days’ holiday per annum plus bank holidays
  • Christmas shutdown
  • Free parking
  • Perkbox benefits (after probation) including free cinema tickets and high street discounts

About You:

To join us as a Clerk to Trustees, you will need:

  • Experience of, or demonstrable understanding of, Clerking/Governance support to a charity, school, parish council, Company or other organisation (essential)
  • At least three years’ experience of working in a professional office (essential)
  • Experience of customer/account work and working with a range of audiences (essential)
  • A good understanding of charitable governance and the role of Trustees (essential)
  • A good understanding of good charity finance (desirable)
  • A full driving licence and access to your own vehicle (due to our location)

The successful candidate will be required to undergo a Disclosure and Barring Service check.

Other organisations may call this role Admin Clerk, Secretary, Trust Administrator, Secretariat, Office Administrator, Charity Secretary, Company Secretary, Trust Director, Clerk to Governors.

This role might also suit applicants with experience in Trust Fundraising and Charity Management.

Flexibility:

The Clerk to the Trustees is expected to work flexibly, including attending meetings out of normal office hours and occasional weekend work.

The Trust Partnership will cover all work-related travel costs away from our Gloucestershire office.

You will be expected to work from our Gloucestershire office, with regular visits to our clients which mainly includes travel to London but may also include travel elsewhere in the UK.

How to apply:

To apply for the role of Clerk to Trustees, please apply by email with your CV and a covering letter to Andrea Cutler at [email protected]. Please note your relevant experience in your cover letter.