The Third Age Trust - u3
Department/Team: Operations Reports To: Head of Operations Location: London office SE1 8EN/ hybrid work from home 2 days Salary Range: £43,000 £45,000 (FTE) (£34,400 £36,000 per annum) Contract & Working hours: Part-time 28 hours Fixed Term 1 year (with a view to extend) About the Third Age Trust and the DSU Programme The Third Age Trust is the national charity that supports the u3a movement: more than 1,000 independent, volunteer-led u3as across the UK with over 400,000 members who come together to learn, laugh and live in later life. The Trust provides national leadership, shared services and central coordination, including the digital tools that many u3as rely on to run their membership, finances, groups and websites. The Trust is about to start a Digital Services for u3as (DSU) Programme which will replace an ageing existing fragmented set of systems with a modern, supportable digital estate. As part of this programme, we will look to implement new Trust SaaS platforms for CRM, finance, events and communications which the Senior CRM, Data & Insights Officer will be heavily involved in. Job Purpose The Senior CRM, Data & Insights Officer is responsible for the implementation, management and continuous improvement of the organisation s CRM and data systems. The role ensures high-quality data management, delivers actionable insight to support strategic decision-making, ensures compliance with data protection legislation, and provides system support and training to staff. We anticipate that this role may increase to full-time as the organisation s digital transformation programme develops, subject to organisational need, budget and agreement with the postholder. Key Responsibilities 1. CRM & Systems Management Lead the implementation, configuration and ongoing optimisation of the organisation s CRM system Act as system owner, ensuring reliability, performance and user accessibility Manage system upgrades, integrations and third-party suppliers Develop and maintain system documentation, processes and standards Identify opportunities to improve efficiency, automation and data capture 2. Data Management & Governance Ensure data accuracy, integrity, and consistency across systems Develop and maintain data standards, policies and procedures Oversee data cleansing, migration and maintenance activities Manage data imports/exports safely and efficiently Establish effective data governance frameworks across the organisation 3. Reporting, Analysis & Insight Design and deliver dashboards, reports and KPIs to support organisational performance Analyse data to identify trends, risks and opportunities Provide clear, actionable insights to senior leadership and teams Support strategic planning and impact reporting Work with departments to define meaningful metrics and reporting needs Manage election and AGM voting processes and results analysis 4. Data Protection & Compliance (GDPR) Act as a key lead for data protection compliance in line with UK GDPR and Data Protection Act 2018 Ensure appropriate data handling, storage, retention and security practices Support and advise on data protection policies and procedures Manage data subject requests (e.g. SARs) where required Act as Data Protection Officer where appropriate Ensure staff awareness and compliance with data protection responsibilities 5. User Support, Training & Engagement Provide day-to-day CRM support to staff and troubleshoot issues Deliver training and guidance to improve system use and data quality Develop user-friendly guidance materials and resources Promote a strong data culture across the organisation Act as the main point of contact for CRM related queries 6. Stakeholder & Supplier Management Work collaboratively with internal teams to understand needs and priorities Manage relationships with external CRM providers, consultants and IT partners Translate technical concepts into clear, accessible language for non-technical staff 7. Continuous Improvement & Strategy Contribute to organisational digital and data strategy Identify opportunities to enhance systems, reporting and data usage Stay informed of sector best practice and emerging technologies Support organisational change and digital transformation initiatives Person Specification Essential Criteria Experience Proven experience managing a CRM system Experience in data analysis, reporting and dashboards Experience implementing or improving data systems and processes Experience supporting users and delivering training Experience of data protection and GDPR compliance Skills Strong analytical and problem-solving skills Excellent attention to detail and commitment to data quality Strong communication and stakeholder engagement skills Ability to manage multiple priorities independently Knowledge Ability to translate data into meaningful insight for decision-makers Personal Attributes Good communication skills, including the ability to handle complex data sets and technical issues, presenting them concisely. Team player with a can-do attitude prepared to contribute to the overall success of the organisation. Takes initiative and works with light supervision. This job description provides a general overview of the role and responsibilities. It may be reviewed and adjusted in line with organisational needs.
Department/Team: Operations Reports To: Head of Operations Location: London office SE1 8EN/ hybrid work from home 2 days Salary Range: £43,000 £45,000 (FTE) (£34,400 £36,000 per annum) Contract & Working hours: Part-time 28 hours Fixed Term 1 year (with a view to extend) About the Third Age Trust and the DSU Programme The Third Age Trust is the national charity that supports the u3a movement: more than 1,000 independent, volunteer-led u3as across the UK with over 400,000 members who come together to learn, laugh and live in later life. The Trust provides national leadership, shared services and central coordination, including the digital tools that many u3as rely on to run their membership, finances, groups and websites. The Trust is about to start a Digital Services for u3as (DSU) Programme which will replace an ageing existing fragmented set of systems with a modern, supportable digital estate. As part of this programme, we will look to implement new Trust SaaS platforms for CRM, finance, events and communications which the Senior CRM, Data & Insights Officer will be heavily involved in. Job Purpose The Senior CRM, Data & Insights Officer is responsible for the implementation, management and continuous improvement of the organisation s CRM and data systems. The role ensures high-quality data management, delivers actionable insight to support strategic decision-making, ensures compliance with data protection legislation, and provides system support and training to staff. We anticipate that this role may increase to full-time as the organisation s digital transformation programme develops, subject to organisational need, budget and agreement with the postholder. Key Responsibilities 1. CRM & Systems Management Lead the implementation, configuration and ongoing optimisation of the organisation s CRM system Act as system owner, ensuring reliability, performance and user accessibility Manage system upgrades, integrations and third-party suppliers Develop and maintain system documentation, processes and standards Identify opportunities to improve efficiency, automation and data capture 2. Data Management & Governance Ensure data accuracy, integrity, and consistency across systems Develop and maintain data standards, policies and procedures Oversee data cleansing, migration and maintenance activities Manage data imports/exports safely and efficiently Establish effective data governance frameworks across the organisation 3. Reporting, Analysis & Insight Design and deliver dashboards, reports and KPIs to support organisational performance Analyse data to identify trends, risks and opportunities Provide clear, actionable insights to senior leadership and teams Support strategic planning and impact reporting Work with departments to define meaningful metrics and reporting needs Manage election and AGM voting processes and results analysis 4. Data Protection & Compliance (GDPR) Act as a key lead for data protection compliance in line with UK GDPR and Data Protection Act 2018 Ensure appropriate data handling, storage, retention and security practices Support and advise on data protection policies and procedures Manage data subject requests (e.g. SARs) where required Act as Data Protection Officer where appropriate Ensure staff awareness and compliance with data protection responsibilities 5. User Support, Training & Engagement Provide day-to-day CRM support to staff and troubleshoot issues Deliver training and guidance to improve system use and data quality Develop user-friendly guidance materials and resources Promote a strong data culture across the organisation Act as the main point of contact for CRM related queries 6. Stakeholder & Supplier Management Work collaboratively with internal teams to understand needs and priorities Manage relationships with external CRM providers, consultants and IT partners Translate technical concepts into clear, accessible language for non-technical staff 7. Continuous Improvement & Strategy Contribute to organisational digital and data strategy Identify opportunities to enhance systems, reporting and data usage Stay informed of sector best practice and emerging technologies Support organisational change and digital transformation initiatives Person Specification Essential Criteria Experience Proven experience managing a CRM system Experience in data analysis, reporting and dashboards Experience implementing or improving data systems and processes Experience supporting users and delivering training Experience of data protection and GDPR compliance Skills Strong analytical and problem-solving skills Excellent attention to detail and commitment to data quality Strong communication and stakeholder engagement skills Ability to manage multiple priorities independently Knowledge Ability to translate data into meaningful insight for decision-makers Personal Attributes Good communication skills, including the ability to handle complex data sets and technical issues, presenting them concisely. Team player with a can-do attitude prepared to contribute to the overall success of the organisation. Takes initiative and works with light supervision. This job description provides a general overview of the role and responsibilities. It may be reviewed and adjusted in line with organisational needs.
The Third Age Trust - u3
Operations Officer Third Age Trust Job Title: Operations Officer Department/Team: Operations Reports To: Head of Operations Location: London office SE1 8EN/ hybrid work from home 2 3 days per week Salary: £34,000 £36,000 (FTE) Contract & Working hours: Full Time Fixed Term 1 year (with a view to extend) About U3A The u3a movement is one of the largest member organisations in the UK with over 400,000 active members. Each u3a, is an independent charity and they have locally run interest groups, providing a wide range of engaging opportunities to come together and learn for fun. The Third Age Trust is the national charity which supports the 1,000+ u3as. We provide advice, guidance and training to u3as and their committees, to help them have the greatest impact locally. The Trust also seeks to raise the profile of the movement nationally, developing partnerships and running campaigns for the benefit of the membership. We advocate for a positive approach to later life and promote the benefits that come from membership of the u3a movement. Job Purpose The Operations Officer plays a key role in ensuring the smooth and efficient running of The Third Age Trust s operational activities. The postholder will coordinate a range of operational functions including governance support, organisational administration, policy management, risk and compliance monitoring, supplier coordination, system administration, and business process improvement. The role requires a highly organised individual who can manage multiple priorities, work collaboratively across teams, and contribute to the development of efficient processes that support the Trust s strategic objectives and service delivery to members, volunteers, trustees, and staff. Key Responsibilities Operational Administration Support the day-to-day operational activities of the Trust. Develop, maintain and improve administrative processes and procedures. Coordinate operational projects and organisational initiatives. Maintain accurate records and documentation. Monitor operational actions and ensure deadlines are met. Prepare reports, statistics and management information as required. Policies, Compliance and Risk Maintain the organisational policy review schedule. Support policy updates and document control processes. Monitor compliance activities and maintain compliance records. Assist with organisational risk management activities. IT, Systems and Data Management Support the implementation, management and development of organisational systems, including SharePoint and Microsoft 365. Provide first-line IT and systems support, liaising with external providers to resolve technical issues. Manage user accounts, onboarding, offboarding and system access permissions. Support cybersecurity controls, staff awareness initiatives and MFA adoption. Maintain IT assets, software inventories and equipment records. Support data quality, information security and GDPR compliance. Produce and maintain user guidance, training materials and documentation. Assist with business continuity and disaster recovery planning for technology systems. Supplier and Contract Coordination Act as a point of contact for operational suppliers and service providers. Maintain supplier records and contract documentation. Monitor contract renewal dates and service agreements. Assist with procurement and supplier evaluation activities. Health, Safety and Business Continuity Support organisational health and safety activities. Maintain records relating to incidents and risk assessments. Monitor operational compliance requirements. Person Specification Essential Criteria Experience Experience in administrative or operational support roles, ideally in the charity sector. Experience coordinating multiple activities and managing competing priorities. Experience developing policies. Experience managing projects with multiple stakeholders. Experience developing and improving administrative processes. Experience preparing reports and management information. Skills Strong organisational and time-management skills. Knowledge Good understanding of office systems and digital tools (Microsoft 365, SharePoint, Teams). Awareness of compliance requirements including GDPR and Health & Safety Personal Attributes Excellent communication and interpersonal skills. Ability to work collaboratively with staff, volunteers, and external partners. Proactive approach to problem-solving and continuous improvement. Desirable Criteria Experience Experience supporting HR processes and recruitment. Experience working with membership organisations. Knowledge Familiarity with CRM systems and data management. Understanding of governance and charity regulations. Understanding of risk management and compliance processes. This job description provides a general overview of the role and responsibilities. It may be reviewed and adjusted in line with organisational needs.
Operations Officer Third Age Trust Job Title: Operations Officer Department/Team: Operations Reports To: Head of Operations Location: London office SE1 8EN/ hybrid work from home 2 3 days per week Salary: £34,000 £36,000 (FTE) Contract & Working hours: Full Time Fixed Term 1 year (with a view to extend) About U3A The u3a movement is one of the largest member organisations in the UK with over 400,000 active members. Each u3a, is an independent charity and they have locally run interest groups, providing a wide range of engaging opportunities to come together and learn for fun. The Third Age Trust is the national charity which supports the 1,000+ u3as. We provide advice, guidance and training to u3as and their committees, to help them have the greatest impact locally. The Trust also seeks to raise the profile of the movement nationally, developing partnerships and running campaigns for the benefit of the membership. We advocate for a positive approach to later life and promote the benefits that come from membership of the u3a movement. Job Purpose The Operations Officer plays a key role in ensuring the smooth and efficient running of The Third Age Trust s operational activities. The postholder will coordinate a range of operational functions including governance support, organisational administration, policy management, risk and compliance monitoring, supplier coordination, system administration, and business process improvement. The role requires a highly organised individual who can manage multiple priorities, work collaboratively across teams, and contribute to the development of efficient processes that support the Trust s strategic objectives and service delivery to members, volunteers, trustees, and staff. Key Responsibilities Operational Administration Support the day-to-day operational activities of the Trust. Develop, maintain and improve administrative processes and procedures. Coordinate operational projects and organisational initiatives. Maintain accurate records and documentation. Monitor operational actions and ensure deadlines are met. Prepare reports, statistics and management information as required. Policies, Compliance and Risk Maintain the organisational policy review schedule. Support policy updates and document control processes. Monitor compliance activities and maintain compliance records. Assist with organisational risk management activities. IT, Systems and Data Management Support the implementation, management and development of organisational systems, including SharePoint and Microsoft 365. Provide first-line IT and systems support, liaising with external providers to resolve technical issues. Manage user accounts, onboarding, offboarding and system access permissions. Support cybersecurity controls, staff awareness initiatives and MFA adoption. Maintain IT assets, software inventories and equipment records. Support data quality, information security and GDPR compliance. Produce and maintain user guidance, training materials and documentation. Assist with business continuity and disaster recovery planning for technology systems. Supplier and Contract Coordination Act as a point of contact for operational suppliers and service providers. Maintain supplier records and contract documentation. Monitor contract renewal dates and service agreements. Assist with procurement and supplier evaluation activities. Health, Safety and Business Continuity Support organisational health and safety activities. Maintain records relating to incidents and risk assessments. Monitor operational compliance requirements. Person Specification Essential Criteria Experience Experience in administrative or operational support roles, ideally in the charity sector. Experience coordinating multiple activities and managing competing priorities. Experience developing policies. Experience managing projects with multiple stakeholders. Experience developing and improving administrative processes. Experience preparing reports and management information. Skills Strong organisational and time-management skills. Knowledge Good understanding of office systems and digital tools (Microsoft 365, SharePoint, Teams). Awareness of compliance requirements including GDPR and Health & Safety Personal Attributes Excellent communication and interpersonal skills. Ability to work collaboratively with staff, volunteers, and external partners. Proactive approach to problem-solving and continuous improvement. Desirable Criteria Experience Experience supporting HR processes and recruitment. Experience working with membership organisations. Knowledge Familiarity with CRM systems and data management. Understanding of governance and charity regulations. Understanding of risk management and compliance processes. This job description provides a general overview of the role and responsibilities. It may be reviewed and adjusted in line with organisational needs.
