Trustee Secretary
People's Partnership
Date: 17 hours ago
City: Crawley, England
Contract type: Full time
Description
Trustee Secretary
About People’s Partnership
At the heart of our not-for-profit organisation is a commitment and a motivation to make the future-saving experience a simple one for our members. We champion fairness and simplicity, not profit-chasing. Imagine a financial adventure where everyone's a winner, fuelled by our exceptional service and brought to life by the fantastic individuals who work for us. We're a diverse employer with a flexible, hybrid working approach, ensuring everyone gets the opportunity to come to work and be the best version of themselves.
What You'll Be Doing
The Trustee Secretary will have responsibility for a broad range of secretarial activities for the three pension schemes including developing and administrating best in class levels of governance and secretarial policies and processes. The role will work closely with the Head of Trustee Services and the Trustee Pension Manager and have ownership of key areas with direct exposure to the Chair, Board of Trustee Directors, and executive leadership team of the company.
Managing Trustee boards and committee meeting processes – organize meetings, working with Trustees to set the agenda, briefing management teams on lead times for the delivery of board and committee papers, ensuring timely publication of high-quality materials
Provide notice/quorum requirements
Attendance at and minuting Trustee Board and Committee meetings
Tracking and completion of action points and matters arising from Boards and Committees
Ensure compliance with the Administration Agreements
Ensure Terms of Reference for Committees are reviewed regularly and kept up to date
Maintain, securely store, and manage access to all relevant Scheme’s
Ensure any changes to Trustee Directors are filed at Companies House
Filing of annual accounts and confirmation statements
Acting as a point of contact with the Head of Trustee Services and Trustee Pensions Manager for Trustee Board members and other stakeholders
Administrative tasks related to the activities of the Head of Trustee Services
What We’re Looking For
Degree or equivalent
5+ years PQE
Extensive secretarial experience at a senior level in financial services
Experience in the boardroom
Extensive experience and In depth understanding of pension schemes preferably master trust
Experience of building relationships with, influencing and advising, senior Trustee board and committee members
What You Can Expect From Us
Generous pension contributions with an employer contribution of up to 14%
Real living wage
Income protection, critical illness cover & death in service insurance
Employee healthcare
Parental and adoption leave
Learning & development opportunities and study support
Travel season ticket loans
Subsidised restaurant in our Crawley office
Volunteering days and charity payroll giving
Onsite gym
Ride-to-Work scheme
Social clubs and events
Disability Statement
People's Partnership is an equal opportunities employer. We believe everyone has the right to be treated fairly, with dignity and respect. We are committed to treating all our people (and all who apply for a role at People's Partnership) equally and enabling them to perform at their best and demonstrate what they have to offer. We are a disability committed employer, please let us know if you need any reasonable adjustments made to our recruitment process (application, selection assessments where relevant, and interview) to enable you to show us the best “you”.
Perks
Our people are our strength so finding ways to value and reward them is important to us. That’s why we offer an award-winning pension – it’s what we’re good at – plus health care cover, an onsite gym, access to a personal trainer; even the odd massage. And if they’re feeling peckish after all that activity, they can always refuel in our subsidised restaurant. Discover more of People's Partnership's employee benefits including our training programme, which is designed to give our people the support they need to develop a fulfilling career.
Salary Range
Trustee Secretary
About People’s Partnership
At the heart of our not-for-profit organisation is a commitment and a motivation to make the future-saving experience a simple one for our members. We champion fairness and simplicity, not profit-chasing. Imagine a financial adventure where everyone's a winner, fuelled by our exceptional service and brought to life by the fantastic individuals who work for us. We're a diverse employer with a flexible, hybrid working approach, ensuring everyone gets the opportunity to come to work and be the best version of themselves.
What You'll Be Doing
The Trustee Secretary will have responsibility for a broad range of secretarial activities for the three pension schemes including developing and administrating best in class levels of governance and secretarial policies and processes. The role will work closely with the Head of Trustee Services and the Trustee Pension Manager and have ownership of key areas with direct exposure to the Chair, Board of Trustee Directors, and executive leadership team of the company.
Managing Trustee boards and committee meeting processes – organize meetings, working with Trustees to set the agenda, briefing management teams on lead times for the delivery of board and committee papers, ensuring timely publication of high-quality materials
Provide notice/quorum requirements
Attendance at and minuting Trustee Board and Committee meetings
Tracking and completion of action points and matters arising from Boards and Committees
Ensure compliance with the Administration Agreements
Ensure Terms of Reference for Committees are reviewed regularly and kept up to date
Maintain, securely store, and manage access to all relevant Scheme’s
Ensure any changes to Trustee Directors are filed at Companies House
Filing of annual accounts and confirmation statements
Acting as a point of contact with the Head of Trustee Services and Trustee Pensions Manager for Trustee Board members and other stakeholders
Administrative tasks related to the activities of the Head of Trustee Services
What We’re Looking For
Degree or equivalent
5+ years PQE
Extensive secretarial experience at a senior level in financial services
Experience in the boardroom
Extensive experience and In depth understanding of pension schemes preferably master trust
Experience of building relationships with, influencing and advising, senior Trustee board and committee members
What You Can Expect From Us
Generous pension contributions with an employer contribution of up to 14%
Real living wage
Income protection, critical illness cover & death in service insurance
Employee healthcare
Parental and adoption leave
Learning & development opportunities and study support
Travel season ticket loans
Subsidised restaurant in our Crawley office
Volunteering days and charity payroll giving
Onsite gym
Ride-to-Work scheme
Social clubs and events
Disability Statement
People's Partnership is an equal opportunities employer. We believe everyone has the right to be treated fairly, with dignity and respect. We are committed to treating all our people (and all who apply for a role at People's Partnership) equally and enabling them to perform at their best and demonstrate what they have to offer. We are a disability committed employer, please let us know if you need any reasonable adjustments made to our recruitment process (application, selection assessments where relevant, and interview) to enable you to show us the best “you”.
Perks
Our people are our strength so finding ways to value and reward them is important to us. That’s why we offer an award-winning pension – it’s what we’re good at – plus health care cover, an onsite gym, access to a personal trainer; even the odd massage. And if they’re feeling peckish after all that activity, they can always refuel in our subsidised restaurant. Discover more of People's Partnership's employee benefits including our training programme, which is designed to give our people the support they need to develop a fulfilling career.
Salary Range
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