Clerk to the Trustees, supporting the charity through change and growth

Could you support and advise our Trustee Board? - to sustain our regular business (managing resources, accounting, grant-making, reporting) and to help set the strategic direction for future growth. A major review of our operations is planned.

General management:

• Assist and advise in the conduct and operations of the charity (including reviews).
• Support the Trustee Board and its meetings (approx. 8-10 per year - agendas & minutes).
• Ensure a proper set of records is held (and archived when appropriate).

Communications:

• Dealing with incoming correspondence by email (webmail account) or by post (P.O. Box).
• Liaising with other Officers (Grants Officer and Allotments Manager).

Financial Management:

• Manage bank accounts (transactions, balances & statements).
• Maintain accounts (payments & receipts, to SORP standard).
• Advise on levels of unrestricted/designated/endowment funds and transfers.
• Assist Trustees with monitoring returns on investments and other assets.
• Manage reimbursement of out-of-pocket expenses.

Reporting:

• Prepare Annual Return (to Charity Commission).
• Draft the Annual Report & Accounts (for independent examination & approval).

For full details, please refer to the Role Description document (below).

• A well-organised, business-like approach to office administration/management.
• Experience of managing finances for an organisation.
• Computer literate - email, correspondence, spreadsheet records, reporting.
• Awareness of corporate governance issues.
• Interested in developing the organisation to meet future challenges.

Make a core contribution to the success and smooth-running of this local charity.

Play a part in the awarding of grants to people in need who live across West Reading, Tilehurst, Southcote, Holybrook, Calcot and Theale.

Work in a dedicated team of volunteers, for an organisation that has been helping local people for over 200 years.

Help to influence the future shape and operation of the organisation, to ensure that it survives and flourishes for many years to come.

The charity does not have a separate application form. However, all short-listed volunteers will be asked to attend an interview and must complete a Declaration of Interests form. In addition, each appointment to an Officer role with access to personal information or charity funds is subject to the receipt of satisfactory references, and may be subject to a basic or other DBS check.

The successful candidate must sign a Declaration form undertaking to act in the best interests of the charity, to respect the confidential nature of personal and sensitive information held by the charity, and to abide by all policies, resolutions and decisions of the Trustee Board.