Secretary Foundation/Trust

Health Science | Engineering

Full Time



As per Qualification & Experience




Master Degree

No. of Vacancies



5 Years +

Job Level


Job Description

Key Responsibilities:

Grant administration

  • Act as the public contact point for enquiries about the Foundation/Trust and application process.
  • Receive and process grant applications, screening them against agreed criteria and distributing to Trustees.
  • Administer grants as agreed by Trustees.
  • Receive reports back from funded organisations, and brief Trustees.
  • Keep accurate records of applications, decisions and payments.

Financial management

  • Manage the Foundation/Trust’s bank account, including income from investments and payment of grants to funded organisations.
  • Maintain liaison with the Foundation/Trust’s financial managers and investment advisors to ensure robust financial administration. Investment policy is decided at Foundation/Trust meetings
  • Prepare annual accounts, in liaison with accountants as required.

Trust management

  • Provide ongoing administrative and secretarial assistance to the Trustees.
  • Organise Foundation/Trust meetings and in liaison with the Chair prepare reports and papers for these meetings.
  • Maintain, review and develop information management and support systems, including: implementing a grants database, developing and maintaining the Foundation/Trust website, managing electronic records and back-up services, and other IT related tasks.
  • Prepare an annual report and ensure timely submission of the annual report to the Charity Commission. Produce newsletters with updates on Trust developments.
  • Support the Chair in reviewing systems and ensuring that the Trust complies with its governing document, charity law and best practice.
  • Ensure that decisions taken at meetings are implemented. 
  • Keep the Chair appraised of any regulatory developments that may affect Foundation/Trust operations, for example in charity law or data protection.
  • Support the Trustees and the Chair in any other administrative tasks as required
  • The post-holder will be encouraged to develop a broad understanding of the issues involved in good practice and governance of a charitable organisation.


16 years of education (Bachelors/Masters), preferably a law degree or CA.


7 years relevant experience.

Core Competencies:

  • Manage the Trust’s screening of grant applications, grant making and reporting procedures and associated administration.
  • Liaise with the Trust’s investment managers, and maintain effective financial systems and transactions.
  • Act as Secretary to the Trust, attending, supporting and minuting Trust meetings
  • Legal knowledge and experience
  • Decision Making & Problem Solving
  • Initiative and Change Driven
  • Planning & Organizing
  • Effective Communication
  • Commercial awareness


16 years of education (Bachelors/Masters), preferably Law Graduate or CA with 7 years relevant experience


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