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. Key Responsibilities 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.