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Membership Investment Administrator

3 months ago

Leamington Spa, Warwickshire, United Kingdom Midcounties Co-operative Full time

About the Role:

Your Coop are looking for a Membership Investment Administrator to join our society.

We're a unique multi-sector group operating in Food, Childcare, Travel, Post Office and Utilities, meaning you will get a breadth of experience in a collaborative and fast-moving organisation.

No two days will ever be the same

At Your Coop, you will be part of business that puts people at the heart of everything they do. What makes us different?

The money you help us make is returned to our members and communities.

We are a cooperative which means we share a third of our profits to our members and invest a third in our community support initiatives.

In a profit-driven world, we are the difference.

We're proud to be owned by our members, and we'd love to be owned by you.

As a Membership Investment Administrator, you will:

  • Maintaining member/community accounts on Investment software
  • Maintaining member/community bonds on Investment software
  • Manage all investment documentation and data capture systems
  • Undertake research in order to make an assessment and respond to members formally, requesting further information if required
  • General administration and servicing for accounts including processing death certificates, reactivating archived accounts
  • Maintaining strict confidentiality and adhering to internal policy and procedure is paramount
  • Recommending improvements to administration processes to increase efficiency
  • Provide a central coordinating role ensuring a continuous dialogue with members and within the department with regards to progress and activity
  • Take responsibility for financial processing including the raising of payments to members
  • Develop overtime an understanding of and experience in, all aspects of the member investment process
  • Complete and actions, reports and reconciliations required for period end
  • Liaise with Membership team to ensure accurate data is recorded in all systems
  • Support the Team Leader with Dormant Member runs & Year End processes
  • Ensure all documentation is handled in accordance with society guidance on GDPR
  • Work in conjunction with the society leadership team to identify any risks and flag any breaches in controls

About You:

  • Experience of working in a similar administration role desirable
  • Excellent organisation and administrative skills

Why Join Us?:
You may be thinking what makes Your Coop unique? Why should I join? Here are a few reasons why you should join the society

  • We are owned and run by our members
  • We are committed to a climate of equal influence where everyone is free to share their views
  • As an equal opportunities' employer, we strive to build an inclusive working environment for all
Joining us means you will be part of something amazing and it also means you will have access to lots of great benefits including:

  • Up to 60% Childcare Discount
  • 20% Coop Food Discount
  • Up to £500 Coop Travel Discount
  • 22 Days Annual Leave
  • Electric Vehicle Salary Sacrifice Scheme
  • Coop Society Membership
  • GroceryAid Colleague Support
  • Refer a Friend Reward Scheme
  • Death in Service x2 Annual Salary