Support to trustees

• Provide general administrative support to the team
• Maintain and update relevant spreadsheets, registers, and compliance checklists
• Assist with team meeting preparations
• Prepare templates for meeting minutes and update action logs
• 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
• Support the team with the completion of internal reports
• Manage the team's diaries
• Handle incoming calls and post
• Adopt a professional attitude in all client and team-related communications
• Provide general office administration
• Maintain accurate time records
• Collaborate with team members
• Embrace and contribute to the team's values

• Previous experience in PA, secretarial, or administrative roles
• Ideally, familiarity with financial Administrative services
• 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

Familiarity with financial Administrative services