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- Tasks: Coordinate charitable donations, manage travel, and support the team with administrative tasks.
- Company: Join Charterhouse Lombard, a family-owned fiduciary service provider in Ramsey, Isle of Man.
- Benefits: Enjoy flexible working hours, 24 days annual leave, and free parking.
- Why this job: Be part of a dynamic team making a social impact while developing your skills.
- Qualifications: 1 year admin experience in fiduciary services; confident, discreet, and proficient in Microsoft applications.
- Other info: Opportunities for full or part-time roles and study support for relevant qualifications.
The predicted salary is between 30000 - 42000 £ per year.
Charterhouse Lombard Limited is an independent, family owned, licensed fiduciary service provider based in Ramsey in the Isle of Man, providing tailored corporate and trust solutions to clients all over the world. We are looking for a bright, confident, efficient, and energetic individual to join us as a Charitable Donations Team Co-Ordinator/Assistant.
The ideal candidate will have experience in the fiduciary administration sector as well as managing busy diaries, arranging travel bookings and meeting itineraries, maintaining records and minutes, along with ad hoc administrative duties including payment input to online banking systems and client contact.
Applicants should submit their CV along with an overview of why they feel they would be suited to the role and why they would like to be considered.
Duties:- Regular off-island travel within British Isles
- Undertake administrative duties relating to charities linked to the Charitable Trust
- Arrange meetings for the Donations Team, including coordinating and booking all travel arrangements and creating itineraries
- Attend 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.
- Passport holder with the ability to travel without visa requirements (specifically to Ireland)
- Minimum of 1 year of admin experience within the fiduciary services sector
- Ability to pick up new skills quickly and undertake them with minimum supervision
- Bright, confident, and energetic
- Discreet and diplomatic
- Excellent working knowledge of all Microsoft applications; working knowledge of ViewPoint would be advantageous
- Previous fiduciary administration and charitable sector experience
- Arranging business travel and creating itineraries
- Maintaining records and taking minutes
- Working knowledge of ViewPoint
Annual salary reviews and potential for discretionary bonus at our financial year-end each year. 24 days annual leave per calendar year plus all Isle of Man and UK public holidays plus in-between Christmas and New Year. Pension scheme, Death in Service and Income Protection Policy (After qualifying period). Free parking. Full study support for a relevant qualification.
Donations Team Coordinator/Assistant employer: Exceed Outsourcing Limited.
Contact Detail:
Exceed Outsourcing Limited. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Donations Team Coordinator/Assistant
✨Tip Number 1
Familiarise yourself with the fiduciary services sector, especially focusing on charitable donations. Understanding the nuances of this field will help you speak confidently about your knowledge during any informal discussions or networking opportunities.
✨Tip Number 2
Network with professionals in the fiduciary and charitable sectors. Attend relevant events or join online forums to connect with individuals who can provide insights or even refer you to opportunities within their organisations.
✨Tip Number 3
Showcase your organisational skills by volunteering for roles that require diary management or travel coordination. This hands-on experience will not only enhance your CV but also give you practical examples to discuss during interviews.
✨Tip Number 4
Research Charterhouse Lombard Limited and their charitable initiatives. Being knowledgeable about their work and values will allow you to tailor your conversations and demonstrate genuine interest in contributing to their mission.
We think you need these skills to ace Donations Team Coordinator/Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in fiduciary administration and any administrative roles you've held. Emphasise skills like diary management, travel arrangements, and record-keeping, as these are crucial for the role.
Craft a Compelling Overview: In your overview, clearly articulate why you are suited for the Donations Team Coordinator/Assistant position. Mention specific experiences that demonstrate your ability to manage busy schedules and handle administrative tasks effectively.
Highlight Relevant Skills: Showcase your proficiency in Microsoft applications and any experience with ViewPoint. If you have previous experience in the charitable sector, make sure to include that as well, as it will strengthen your application.
Proofread Your Application: Before submitting, carefully proofread your CV and overview for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential for this role.
How to prepare for a job interview at Exceed Outsourcing Limited.
✨Show Your Organisational Skills
As a Donations Team Coordinator/Assistant, you'll need to demonstrate your ability to manage busy diaries and arrange travel. Be prepared to discuss specific examples from your past experience where you successfully organised meetings or travel itineraries.
✨Highlight Your Administrative Experience
Make sure to emphasise your previous admin experience within the fiduciary services sector. Discuss any relevant tasks you've handled, such as maintaining records, taking minutes, or managing payment inputs, to show you're well-suited for the role.
✨Demonstrate Your Communication Skills
Since the role involves liaising with charities and clients, it's crucial to showcase your communication skills. Prepare to talk about how you've effectively communicated in previous roles, especially in situations requiring discretion and diplomacy.
✨Be Ready for Travel Discussions
Given that regular off-island travel is a requirement, be prepared to discuss your willingness and ability to travel. Mention any previous travel experiences related to work and how you managed logistics to reassure them of your capability.
