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For Companies At a Glance
- Tasks: Support operations, membership administration, data management, and marketing in a dynamic team.
- Company: Join a leading not-for-profit organisation focused on investor stewardship in the UK.
- Benefits: Competitive salary, bonus, generous holiday allowance, and hybrid working model.
- Why this job: Gain hands-on experience and make a real impact in a collaborative environment.
- Qualifications: Strong communication skills, IT proficiency, and a proactive attitude are essential.
- Other info: Perfect for those looking to grow in a professional setting with diverse responsibilities.
The predicted salary is between 40000 - 50000 ÂŁ per year.
Central London (hybrid: 3 days in office; Tues to Thurs, 1 day home working Mon)
Part-time (4 days per week)
Salary: ÂŁ40-50k + bonus
Who we are
Established in 2014, the Investor Forum is a not-for-profit, membership organisation at the forefront of investor stewardship practice in the UK. We work with 50+ member firms across projects, events and engagements, and collaborate with a broad range of stakeholders in the financial services industry.
Role purpose
This role sits at the core of our operations and is integral to the smooth, efficient running of the organisation. As part of a close-knit team of seven, you’ll contribute across multiple business areas—spanning membership administration, CRM and data management, marketing and communications support, and general office administration. It’s a hands-on position that offers wide exposure, responsibility, and the opportunity to improve processes and enable the team’s success.
Key Responsibilities
- Operations & Office Administration
- Provide practical, technical and administrative support across the team to ensure day-to-day operational excellence.
- Liaise with suppliers and third parties; oversee the physical office environment in collaboration with the COO.
- Maintain orderly documentation and shared workspaces (Microsoft 365 and SharePoint) with strong version control and consistency.
- Lead the end-to-end membership onboarding and renewals process, ensuring timely, accurate documentation and communication.
- Maintain member records and touchpoints in the CRM; prepare summaries and reports for internal stakeholders.
- Maintain the organisation’s CRM (Salesforce): manage contacts, ensure data hygiene and quality, run and refine reports, oversee weekly data backup, and stay current with release updates.
- Support dashboards and reporting to provide insights for decision-making (e.g., membership activity, event engagement).
- Assist with the preparation of presentations, publications and templates—ensuring brand and format consistency.
- Set up email campaigns and business social media posts (e.g., Mailchimp, LinkedIn).
- Upload and edit content on the website (WordPress), coordinating ad hoc support with our third-party agency.
- Support the organisation and delivery of in-person and online events, including attendee management and liaison with venues on catering and technical requirements.
- Coordinate logistics for internal and external meetings to ensure smooth delivery.
Skills and Experience
Essential
- Thrives in a professional environment; proactive with a strong “can-do” approach.
- Excellent verbal and written communication skills with impeccable attention to detail.
- Proven ability to prioritise a varied workload and work both independently and collaboratively.
- Experience supporting senior stakeholders in a corporate or professional setting.
- Strong IT skills across the Microsoft 365 suite (Word, Excel, PowerPoint, Teams) and good understanding of SharePoint.
- Experience in database management and CRM platforms (e.g., Salesforce), plus familiarity with email and event tools (e.g., Mailchimp, Eventbrite, Zoom, Vimeo).
- Ability to learn new technologies and platforms quickly and effectively.
- Strong relationship-building skills with contacts at all levels.
Desirable
- Experience with WordPress.
- Confidence using social media, particularly LinkedIn, for business communications.
- Familiarity with accounting software (Xero).
- 5 plus years’ experience in a professional working environment.
- Interest in capital markets and investor stewardship.
Package
- ÂŁ40,000 to 50,000 pa year based on experience, comprising of base salary and 15% cash allowance in lieu of benefits. Plus, a discretionary bonus.
- 30.5 days annual holiday comprising 24 annual allowance, plus 6.5 days pro-rated bank holiday days.
How to Apply
Please write a covering letter explaining your interest in the role and attach your CV in the application form below. You should describe the skills and experience that you would bring to the Investor Forum.
Business Administrator employer: The Investor Forum CIC
Contact Detail:
The Investor Forum CIC Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry and let them know you're on the hunt for a Business Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Familiarise yourself with their projects and values, so you can show how you align with their mission. This will help you stand out as a candidate who truly gets what they're about.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable answering common questions. This will boost your confidence and help you articulate your skills and experiences effectively during the real deal.
✨Tip Number 4
Don't forget to apply through our website! We love seeing applications directly from candidates who are genuinely interested in joining our team. Plus, it gives you a chance to showcase your enthusiasm for the role right from the start.
We think you need these skills to ace Business Administrator
Some tips for your application 🫡
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Make sure to explain why you're interested in the Business Administrator role and how your skills align with what we're looking for. Keep it engaging and personal – we want to get to know you!
Tailor Your CV: Don't just send the same CV to everyone! Tailor it to highlight your relevant experience and skills that match the job description. Show us how your background makes you a perfect fit for our team at the Investor Forum.
Show Off Your Attention to Detail: We love candidates who pay attention to detail, so make sure your application is free from typos and errors. Double-check everything before hitting send – it shows us you care about quality!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss any important updates. Plus, it’s super easy!
How to prepare for a job interview at The Investor Forum CIC
✨Know Your Stuff
Before the interview, make sure you thoroughly understand the role of a Business Administrator. Familiarise yourself with the key responsibilities listed in the job description, such as CRM management and office administration. This will help you answer questions confidently and show that you're genuinely interested in the position.
✨Showcase Your Skills
Prepare specific examples from your past experiences that demonstrate your skills in communication, organisation, and IT proficiency. Think about times when you've successfully managed multiple tasks or improved processes, as these are crucial for this role. Be ready to discuss how you can bring these skills to the Investor Forum.
✨Ask Smart Questions
Interviews are a two-way street, so come prepared with thoughtful questions about the company culture, team dynamics, and future projects. This not only shows your interest but also helps you gauge if the organisation is the right fit for you. Questions about their approach to membership administration or data management could be particularly relevant.
✨Be Yourself
While it's important to be professional, don't forget to let your personality shine through. The Investor Forum values a proactive and 'can-do' attitude, so be sure to express your enthusiasm for the role and the organisation. Authenticity can set you apart from other candidates!
