Trusts and Foundations Administrator

The Trusts and Foundations Administrator provides essential administrative, programme, and operational support to ensure the effective functioning of Community Trusts and Foundations. This role combines administration, grant management, compliance, stakeholder coordination, and programme monitoring to support impactful social investment initiatives. The Administrator ensures Trust operations run smoothly and efficiently, contributing to the delivery of measurable outcomes aligned with strategic objectives.

Requirements

Key Responsibilities

Trust Administration

• Maintain, update, and file trust documentation including deeds, resolutions, and meeting minutes.
• Coordinate trust operations including scheduling, travel, logistics, and event support.
• Prepare board packs, minutes, reports, and correspondence for trustees and relevant stakeholders.
• Support special projects and documentation collation as requested by the Trust.

Grant and Programme Management

• Review and track grant applications, distributions, and beneficiary verifications.
• Conduct due diligence and assessments of new and existing programmes.
• Monitor programme performance and alignment with trust objectives.
• Analyse grant recipient reports, prepare recommendations, and present insights to the Board of Trustees.
• Support beneficiary organisations to improve implementation and maximise impact.
• Conduct site visits to assess programme progress and impact.

Monitoring, Evaluation, and Reporting

• Assist in monitoring programme outcomes and evaluating the social impact of trust investments.
• Gather, analyse, and report data to support decision-making and continuous improvement.
• Identify challenges and provide solutions to ensure programme effectiveness.

Stakeholder Engagement

• Maintain professional and responsive communication with beneficiaries, stakeholders, and communities.
• Attend and support stakeholder meetings, site visits, and information sessions.
• Support the alignment of Trust activities with stakeholder expectations and broader strategic goals.

Compliance and Governance Support

• Assist in the preparation of compliance and governance documentation, registers, and resolutions.

Minimum Requirements

Qualifications

• Bachelor’s degree in Development Studies, Finance, Law, Public Administration, or related field.
• Paralegal qualification advantageous.

Experience

• 1-2 years experience in an administrative role within the legal, financial, or development sectors.
• Experience in social development, community trusts, or grant-making environments is highly desirable.

Technical Skills

• Proficiency in Microsoft Word, Excel, PowerPoint, and document management systems.
• Strong data collection, review, analysis, and reporting skills.
• Knowledge of trust administration, compliance, and governance procedures.

Behavioural Competencies

• Exceptional organisational and time-management skills.
• Excellent written and verbal communication.
• Detail-oriented with the ability to multitask and manage priorities under pressure.
• Proactive problem-solver with a collaborative mindset.
• Confident driver with a valid driver’s license.

Working Conditions

• Office-based role with flexibility for occasional travel to project sites and stakeholder meetings.