At a Glance
- Tasks: Handle member queries, maintain accounts, and manage investment documentation.
- Company: Join a unique cooperative that prioritises people and community.
- Benefits: Enjoy discounts, generous leave, health programmes, and full training.
- Other info: Dynamic role with opportunities for personal and professional growth.
- Why this job: Make a real difference by supporting members and communities.
- Qualifications: Experience in administration and strong IT skills required.
The predicted salary is between 20790 - 25410 £ per year.
Your Coop are looking for a Membership Investment Administrator to join our society. We’re a unique multi-sector group operating in Food, Childcare, Travel, Post Office, Healthcare and Utilities, meaning you will get a breadth of experience in a collaborative and fast-moving organisation. No two days will ever be the same!
At Your Coop, you will be part of a business that puts people at the heart of everything they do. What makes us different? The money you help us make is returned to our members and communities. We are a cooperative which means we share a third of our profits to our members and invest a third in our community support initiatives. In a profit-driven world, we are the difference. We’re proud to be owned by our members, and we’d love to be owned by you.
As a Membership Investment Administrator, you will:
- Deal with member queries promptly, via telephone, email and in writing
- Maintain member/community accounts on Investment software
- Maintain member/community bonds on Investment software
- Manage all investment documentation and data capture systems
- Be responsible for screening of applications at initial stages
- Undertake research in order to make an assessment and respond to members formally, requesting further information if required
- Provide general administration and servicing for accounts including processing death certificates and reactivating archived accounts
- Maintain strict confidentiality and adhere to internal policy and procedure
- Recommend improvements to administration processes to increase efficiency
- Provide a central coordinating role ensuring a continuous dialogue with members and within the department regarding progress and activity
- Take responsibility for financial processing including the raising of payments to members
- Develop overtime an understanding of and experience in all aspects of the member investment process
- Complete actions, reports and reconciliations required for period end
- Liaise with the Membership team to ensure accurate data is recorded in all systems
- Support the Team Leader with Dormant Member runs & Year End processes
- Ensure all documentation is handled in accordance with society guidance on GDPR
- Work in conjunction with the society leadership team to identify any risks and flag any breaches in controls
Who are we looking for?
To be a successful candidate for this role you will need:
- Experience of working in a similar administration role desirable
- Excellent organisation and administrative skills
- Experience and skills in standard IT/PC applications including Word, Excel and PowerPoint
What can we offer you?
- Employee Discounts – Save up to 60% off Childcare, 20% off your Food Shop and 15% off your next Holiday
- 30 Days Annual Leave - Rising with service up to a maximum of 37 days
- Health and Wellbeing Programmes – Benefit from our Stream App and our partnership with Grocery Aid for financial and mental health support
- Full Training and Accredited Development Plans
- Enhanced Maternity, Paternity and Family leave and more!
Membership Investment Administrator in Warwick employer: OurCoop
At Your Coop, we pride ourselves on being a cooperative that puts people at the heart of everything we do, offering a unique opportunity for an Early Years SEND Lead to thrive in a collaborative and dynamic environment. With extensive employee benefits including generous discounts, a robust health and wellbeing programme, and a commitment to professional development, we ensure our team members are supported both personally and professionally. Join us in making a meaningful impact in the lives of children and communities, where your contributions directly benefit our members and enhance our educational initiatives.
