Office Finance and CRM Administrator (EXPIRED)
Annual
This role is an expansion of a current Finance Administrator's role, to allow additional support for our ecumenical charity's growth. This role will be responsible for all aspects of finance administrative and CRM database support and the successful candidate will want to be part of a faith-based organisation, committed to the mission of the charity both in the UK and the Holy Land.
The primary responsibility and focus of the role will be to support the Finance Manager with finance handling and working with our CRM database to improve data quality; additionally you will support the administrative function, particularly in engaging with the CRM database as needed and available for the operational success of the charity. You will need to be comfortable working in a faith-based organisation, talking to supporters and clergy across the UK and with our partners in the Holy Land.
You will be working under the day-to-day management of the Finance Manager as a direct report but collaborating closely with the Office Manager for administrative work as required.
Typical tasks will include:
- Record financial donations from all income streams into the charity (cash, cheque, CAF, BACS, online, by phone, in-person)
- Monitor bank account payments, online donations, and standing orders/direct debits
- Produce reports from payment processing companies
- Produce Gift Aid claims in conjunction with Finance Manager
- Logging and recording of accounts payable
- Become an expert user of our CRM (Access ThankQ) to ensure high-quality, accurate and compliant supporter data
- Use the CRM to produce segmentation, reporting and data analysis - creating queries, dashboards and reports to track performance
- To support the delivery and distribution of shop products purchased either through the website shop, over the phone or by mail order
- Assist with product stock and ordering
- Assist with the website shop and maintaining/adding product listings
- Basic office duties, including answering phone calls, logging and responding to letters and emails, franking letters, taking donations by phone
- Assist with other project deliverables identified by management
- Help maintain the cleanliness and Health and Safety of the office environment including cleaning and tidying as needed
Suitable training will be given as needed.
You will need to have previous experience in a finance role and will ideally have previous experience working in a charity.
This is a full-time, office-based role in Kenilworth.
Please click on 'Apply Now' to download the full job specification and description.