Job Description
Our client based in Ramsey is currently seeking a Donations Team Co-Ordination / Assistant to join their well established fiduciary firm.
Role Responsilbities
– Undertake administrative duties relating to existing charities linked to the Charitable Trust
– Arrange meetings for the Donations Team when requested, including coordinating and booking all travel arrangements and creating itineraries
– Attend internal meetings, taking minutes and ensuring follow-up tasks are complete
– Onboard new charities, obtaining outstanding documentation and answering queries
– Key payments and collate supporting paperwork
– Monitor donation agreements and issue reminders
– Assist other areas of the business as required
Skills & Experience Required
– Minimum of 1 year of admin experience within a financial services company
– Ability to pick up new skills quickly and undertake them with minimum supervision
– Strong organisation skills
– Bright, confident and energetic
– Discrete and diplomatic
– Excellent working knowledge of Microsoft applications