HR & Charitable Trust Coordinator

M&G; Stirling; On-site; GBP 28,000 - 38,000; Full time

Benefits offered by this job

Pension up to 18%

38 days annual leave

Share Save & Plan

Inspiring Families policy

Private Healthcare

Life Assurance

Job summary

M&G is seeking an HR & Charitable Trust Coordinator to provide reliable administrative support across HR services and the Charitable Trust. You will help deliver governance processes, maintain records and respond to queries from Trustees and colleagues.

In this role you will manage end-to-end Charitable Trust applications, coordinate Supervisory Board meetings, and support audit and reporting activities, while working closely with HR teams to ensure accurate data and a positive stakeholder

Qualifications

• Excellent written and verbal communication with Trustees and stakeholders.
• Ability to manage multiple priorities and meet deadlines.
• Strong organisational skills for meetings and governance tasks.
• Attention to detail and accuracy in data, documents and records.
• Experience providing admin support in HR, governance or regulated environments.
• Discretion handling confidential information.
• Experience with HR systems and data integrity.

Responsibilities

• Manage end-to-end administration of Charitable Trust applications and board submissions.
• Coordinate Supervisory Board meetings, papers, minutes and governance registers.
• Administer the Christmas Gift Programme and report to Board.
• Support governance, tax and investment reporting and record retention.
• Provide audit support with PSCT papers to PwC and keep records audit-ready.
• Maintain Trust records for accuracy and easy retrieval.
• Collaborate with HR, Trustees and external stakeholders for consistent service.

Skills

Excellent written and verbal comms

Multitask prioritisation

Organisational skills

Attention to detail

HR/governance admin experience

Discretion with confidential info

HR systems experience

Microsoft Office proficiency

Tools

Microsoft Office

HR administration systems

Job description

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 escape 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:

We’re 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.

M&G is proud to be Level 3: Disability Confident Leader under the UK Government Disability Confident employer scheme, and we welcome applications from candidates with disabilities and long-term health conditions. If you would like to participate in the initiative, you will have the opportunity to indicate this on your application.

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: [e-mail]