HR & Charitable Trust Coordinator
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Job Summary
At M&G our purpose is to give everyone real confidence to put their money to work. With a heritage dating back more than 175 years we have a long history of innovation in savings and investments combining asset management and insurance expertise to offer a wide range of solutions.
Our two distinct operating segments Asset Management and Life work together to provide access to balanced long-term investment and savings solutions.
Through telling it like it is owning it now and moving it forward together with care and integrity; we are creating an exceptional place to work for exceptional talent.
We will consider flexible working arrangements for any of our roles and offer workplace adjustments to ensure you have the support you need to succeed in your role.
HR & Charitable Trust Coordinator
Role Purpose
This role provides reliable high-quality administrative support across HR services and the Charitable Trust helping to create a positive and seamless experience for colleagues Trustees and other stakeholders. Working with care accuracy and attention to detail the role ensures HR processes Trust activities and governance requirements are delivered efficiently records are maintained accurately and queries are handled in a professional and supportive manner.
The role contributes to effective service delivery across HR and provides key administrative and governance support to the Charitable Trust Supervisory Board ensuring applications meetings reporting and compliance activities are managed effectively.
Main Responsibilities
Charitable Trust Administration & Governance
- Manage the end-to-end administration of Charitable Trust applications including application processing preparation of Board submissions approvals signatory coordination and payment notifications.
- Coordinate Supervisory Board meetings and conference calls including scheduling preparation and circulation of papers maintenance of registers and production of accurate meeting minutes.
- Administer the annual Christmas Gift Programme including issuing offer letters monitoring responses liaising with third-party administrators and preparing Board reporting.
- Support ongoing governance monitoring and compliance activities including gift checks Certificate of Existence reviews death-listing checks tax and investment reporting requirements and document retention.
- Provide audit support by collating and supplying annual PSCT audit papers to PwC and ensuring records are well organised and accessible.
- Maintain Trust records and documentation to ensure information is accurate accessible and audit ready.
- Work collaboratively with HR colleagues Trustees and external stakeholders to ensure consistent service delivery and a positive colleague and beneficiary experience.
HR Service Activity
- With primary accountability for the administration and governance of the Charitable Trust provide flexible support across HR activities including onboarding employee lifecycle changes and employment documentation in line with service requirements where required.
Key Knowledge Skills and Experience
- Excellent written and verbal communication skills with the ability to interact confidently with colleagues Trustees and external stakeholders.
- Ability to manage multiple priorities organise workloads effectively and meet deadlines.
- Strong organisational skills with the ability to coordinate meetings documentation and governance activities.
- Strong attention to detail and commitment to accuracy when managing data documents and records.
- Experience of providing high-quality administrative support within an HR governance or regulated environment.
- Ability to handle confidential and sensitive information with discretion and professionalism.
- Experience of working with HR systems and maintaining data integrity.
Essential Skills
- Minute-taking meeting coordination and document management skills.
- Proficiency in Microsoft Office applications and HR administration systems.
- Strong organisational and administrative skills.
- Effective problem-solving and judgement within defined procedures with confidence to escalate where appropriate.
- Ability to work consistently within structured processes while supporting continuous improvement.
- High level of accuracy when working with data applications and governance records.
What we offer:
Were dedicated to supporting your wellbeing and helping you thrive both at work and beyond. Our benefits are designed to help you balance your professional and personal life and financially plan for the future. Our UK benefits include:
- A valuable pension scheme of up to 18% (13% made up of employer contributions and 5% employee contributions).
- Access to our Share Save and Share Incentive Plan alongside financial wellbeing and support services to help give you real confidence to put your money to work.
- Enjoy 38 days annual leave (including bank holidays) with the opportunity to purchase up to five extra days. Our Time Off When You Need It policy gives you the flexibility - to balance work and personal commitments.
- Our market-leading Inspiring Families policy includes comprehensive support and paid parental leave covering maternity adoption surrogacy and paternity leave - because supporting families is an important part of our inclusive culture.
- Health & Protection cover includes Private Healthcare Critical Illness cover and Life Assurance for you with additional family options - for peace of mind.
To explore more about life at M&G and our full benefits offering visit Life at M&G
At M&G we strive to have a diverse workforce and an inclusive culture underpinned by our policies and employee-led networks that offer networking support and development opportunities for the diverse communities our colleagues represent. We welcome applications from people of all backgrounds across gender ethnicity age disability sexual orientation and more including neurodivergent individuals career returners and those with military service experience.
We are committed to providing an inclusive recruitment process. All candidates have the opportunity to request reasonable adjustments when applying. If you need any additional support at any stage please contact us at:
Required Experience:
IC
