Business Administrator

The Investor Forum CIC; Greater London; Hybrid; GBP 40,000 - 50,000; Part time

Job summary

A not-for-profit membership organisation in London is looking for a Business Administrator to join their dynamic team. This part-time role involves diverse tasks such as membership administration, CRM management, and marketing support, with a focus on ensuring operational excellence. The ideal candidate will have strong IT skills, a proactive approach, and excellent communication abilities. A salary of £40,000 to £50,000 is offered, along with a bonus and generous holiday allowance.

Benefits

30.5 days annual holiday

Discretionary bonus

Cash allowance in lieu of benefits

Qualifications

• Excellent attention to detail and ability to prioritise a varied workload.
• Thrives in a professional environment and works independently or collaboratively.
• Familiarity with database management and CRM platforms.

Responsibilities

• Provide practical and administrative support across the team.
• Lead end-to-end membership onboarding and renewals process.
• Maintain the organisation's CRM and run reports for internal stakeholders.

Skills

Strong IT skills across Microsoft 365 suite

Excellent verbal and written communication

Proactive with a strong can-do approach

Experience supporting senior stakeholders

Strong relationship-building skills

Tools

Salesforce

WordPress

Mailchimp

Job description

Business Administrator
Central London (hybrid: 3 days in office; Tues to Thurs, 1 day home working Mon)
Part-time (4 days per week)
Salary: £40-50k + bonus

Who we are

Established in 2014, the Investor Forum is a not-for-profit, membership organisation at the forefront of investor stewardship practice in the UK. We work with 50+ member firms across projects, events and engagements, and collaborate with a broad range of stakeholders in the financial services industry.

Role purpose

This role sits at the core of our operations and is integral to the smooth, efficient running of the organisation. As part of a close-knit team of seven, you’ll contribute across multiple business areas—spanning membership administration, CRM and data management, marketing and communications support, and general office administration. It’s a hands‑on position that offers wide exposure, responsibility, and the opportunity to improve processes and enable the team’s success.

Operations & Office Administration

• Provide practical, technical and administrative support across the team to ensure day‑to‑day operational excellence.
• Liaise with suppliers and third parties; oversee the physical office environment in collaboration with the COO.
• Maintain orderly documentation and shared workspaces (Microsoft 365 and SharePoint) with strong version control and consistency.

Membership Administration

• Lead the end‑to‑end membership onboarding and renewals process, ensuring timely, accurate documentation and communication.
• Maintain member records and touchpoints in the CRM; prepare summaries and reports for internal stakeholders.

Data, CRM & Reporting

• Maintain the organisation’s CRM (Salesforce): manage contacts, ensure data hygiene and quality, run and refine reports, oversee weekly data backup, and stay current with release updates.
• Support dashboards and reporting to provide insights for decision‑making (e.g., membership activity, event engagement).

Marketing & Communications Support

• Assist with the preparation of presentations, publications and templates—ensuring brand and format consistency.
• Set up email campaigns and business social media posts (e.g., Mailchimp, LinkedIn).
• Upload and edit content on the website (WordPress), coordinating ad‑hoc support with our third‑party agency.

Events & Meetings

• Support the organisation and delivery of in‑person and online events, including attendee management and liaison with venues on catering and technical requirements.
• Coordinate logistics for internal and external meetings to ensure smooth delivery.

Skills and Experience

Essential

• Thrives in a professional environment; proactive with a strong “can‑do” approach.
• Excellent verbal and written communication skills with impeccable attention to detail.
• Proven ability to prioritise a varied workload and work both independently and collaboratively.
• Experience supporting senior stakeholders in a corporate or professional setting.
• Strong IT skills across the Microsoft 365 suite (Word, Excel, PowerPoint, Teams) and good understanding of SharePoint.
• Experience in database management and CRM platforms (e.g., Salesforce), plus familiarity with email and event tools (e.g., Mailchimp, Eventbrite, Zoom, Vimeo).
• Ability to learn new technologies and platforms quickly and effectively.
• Strong relationship‑building skills with contacts at all levels

Desirable

• Experience with Wordpress.
• Confidence using social media, particularly LinkedIn, for business communications.
• Familiarity with accounting software (Xero).
• 5 plus years’ experience in a professional working environment.
• Interest in capital markets and investor stewardship.

Package

• £40,000 to 50,000 pa year based on experience, comprising of base salary and 15% cash allowance in lieu of benefits. Plus, a discretionary bonus.
• 30.5 days annual holiday comprising 24 annual allowance, plus 6.5 days pro‑rated bank holiday days.

How to Apply

Please write a covering letter explaining your interest in the role and attach your CV in the application form below. You should describe the skills and experience that you would bring to the Investor Forum.