Job Description

This integral role will provide high-quality administrative, compliance and organisational support across the charity. The Operations Officer will support day-to-day operations, ensuring strong governance, accurate record keeping and systems efficiency all of which will allow the delivery of CHEER’s client and volunteer services.Training will be offered where required (eg: compliance, DBS checking, charity governance).

KEY RESPONSIBILITIES: 

1. CRM management (Beacon) 

• Ensure the charity’s CRM is accurate, up to date and used consistently across the team. 

• Conduct regular spot checks and data quality reviews. 

• Support the transition to CRM-driven reporting. 

• Develop and maintain CRM admin processes, templates and documentation (including user guide). 

2. Governance, compliance & policy administration 

• Maintain organisational policies, procedures, training records and compliance documentation. 

• Schedule reviews cycles and follow up with team/trustees for updates. 

• Maintain accurate HR compliance records for team (DBS renewals, training certificates etc.). 

• Keep governance and compliance well-organised and accessible. 

• Contribute to improving workflows, systems and processes. 

3. SharePoint & digital systems maintenance 

• Lead an overhaul of SharePoint structure to create a clear, user-friendly filing system. 

• Ensure documents are saved, organised, version-controlled and archived. 

• Keep SharePoint updated and functioning well. 

• Support staff with basic digital troubleshooting and liaise with IT support when required. 

4. Memberships, subscriptions & Organisational admin 

• Monitor charity memberships, renewals, insurances, subscriptions, storage costs, licences, software and service contracts. 

• Maintain a central register of renewal dates and ensure timely payments. 

• Support procurement of equipment, supplies and services. 

5. Meeting coordination & minute taking 

• Manage meeting schedules, invitations, and logistics for: 

• AGM 

• Board/trustee meetings 

• Trustee/team meetings 

• Working groups and subcommittees 

• Prepare and circulate meeting papers. 

• Attend meetings, take accurate minutes and distribute them promptly.