Support to trustees

Job Title: Support to trustees

Location & Hours:

· Flexible - In the Wimbledon Office (2 days per week) and Home Working (3 days per week)

· Full Time - Monday to Friday, 9am - 5pm

· Requirement to attend the office more frequently during the first few months

Reports to: Operations Assistant

Purpose of the Role: The Support to trustees will provide administrative and secretarial support to the team, ensuring smooth operations and assisting in the delivery of services to clients. The role involves managing multiple tasks and supporting the team with various functions, from meeting preparations to record-keeping, all in a structured and responsible manner.

Main Duties and Responsibilities:

· Provide general administrative support to the team, ensuring all tasks are completed in a structured and timely manner.

· Maintain and update relevant spreadsheets, registers, and compliance checklists for the team.

· Assist with team meeting preparations, including drafting agendas, collating papers, producing meeting packs, and confirming venue details.

· Prepare templates for meeting minutes and update action logs after meetings, issuing reminders or completing tasks where needed.

· Handle quarterly tasks in preparation for regular team meetings.

· Log and process invoices, monitor budgets, and track financial documentation.

· Create meetings and upload related papers to online portals.

· Coordinate with external providers to ensure all meeting dates, required actions, and papers are up-to-date.

· Support the team with the completion of internal reports and monitor correspondence from external bodies.

· Manage the team's diaries and assist with scheduling and organising meetings.

· Handle incoming calls and post, ensuring all correspondence is acknowledged and directed to the appropriate team members.

· Adopt a professional attitude in all client and team-related communications.

Additional Responsibilities:

· Provide general office administration, including filing, managing post, and other duties as required.

· Maintain accurate time records for all client-related tasks.

· Collaborate with team members to support the smooth running of the team's operations.

· Embrace and contribute to the team's values and meet the requirements outlined in the company's Terms & Conditions.

Knowledge/Experience:

· Previous experience in PA, secretarial, or administrative roles.

· Ideally, familiarity with financial Administrative services.

Key Behaviours:

· A professional and responsible approach to client and team contact.

· Enthusiastic and proactive with the ability to work independently and use initiative.

· Strong team player with a collaborative approach.

· Flexible and adaptable to assist with a variety of responsibilities within the team.

· Strong written and verbal communication skills.

· Excellent interpersonal skills.

· Strong organisational skills with the ability to prioritise tasks and meet deadlines.

· Confident and professional telephone manner.

· High attention to detail and the ability to follow processes accurately.

Other Duties:

· Become proficient in using all tools and systems necessary to support the team's delivery of services.

Qualifications:

· GCSE English and Maths Grade C or above (or equivalent).

· Proficiency with Microsoft Office, especially intermediate to advanced Excel and Word, and basic PowerPoint skills.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.