Job Description

To work within the Money Management team to provide high quality, flexible, administrative support. The post holder will be expected to work proactively to maximise the services effectiveness and efficiency.
Main duties of the job
Age UK Coventry & Warwickshire are looking for a dedicated and efficient administrator to work within our Money Management appointeeship team, based in Coventry.
To work as an administrator to provide high quality, flexible, administrative support for Age UK Coventry and Warwickshire`s Money Management service and be first line of contact for Money Management clients contacting the office.
The Money Management Service works with social services, local solicitors and department of work and pensions to support vulnerable clients aged 18 years plus, who are unable to manage their own money and are at risk of abuse.
The post holder will be expected to work proactively and flexibly to maximise organisational effectiveness and efficiency.
About us
We are a lively and growing local charity, aiming to promote and enhance the well-being and quality of life of older people in Coventry and Warwickshire.
It's a great place to work if you really want to make a difference in people's lives.
Details
Date posted
24 October 2025
Pay scheme
Other
Salary
24,730.13 a year 24730.13 a year FTE based on 37 hours per week
Contract
Permanent
Working pattern
Full-time
Reference number
B0136-25-0006
Job locations
Age Uk
7 Warwick Row
Coventry
CV1 1EX
Job description
Job responsibilities

• Respond to both internal and external telephone calls from clients, partner agencies and other interested parties.
• To process and record incoming referrals ensuring accuracy and action appropriately within a timely manner, following established processes and procedures.
• Log accurate information onto established database/s & systems via agreed templates. Maintain and update the database/s accurately and efficiently with clients details/data records and information of actions.
• Work closely with internal services and external partner agencies to ensure all external referrals are actioned and processed effectively, via current customer relationship management system.
• Provide general office and administrative support including but not limited to post, receiving and making phone calls, typing, printing, photocopying, scanning and filing.
• Provide support to volunteers working within the department.
• Provide relevant information for reports.
• Update and access clients personal data in line with GDPR guidelines and AUKCW policies and procedures.
• Support with organising both internal and external meetings including management of calendars, room bookings, preparing paperwork and minutes.
• Using established systems to ensure best value for money, when ordering items for the teams or clients.
• Attend team and supervision meetings.
• To adhere to all relevant organisation policy with particular reference to health and safety, GDPR and confidentiality.
• To comply with all relevant legislation.
• To undertake appropriate training and personal development as required for the role.
• To portray a positive image of the organisation both internally and externally.
• To undertake such other duties as may be reasonably required, consistent with the nature and grade of the post.

Job description
Job responsibilities

• Respond to both internal and external telephone calls from clients, partner agencies and other interested parties.
• To process and record incoming referrals ensuring accuracy and action appropriately within a timely manner, following established processes and procedures.
• Log accurate information onto established database/s & systems via agreed templates. Maintain and update the database/s accurately and efficiently with clients details/data records and information of actions.
• Work closely with internal services and external partner agencies to ensure all external referrals are actioned and processed effectively, via current customer relationship management system.
• Provide general office and administrative support including but not limited to post, receiving and making phone calls, typing, printing, photocopying, scanning and filing.
• Provide support to volunteers working within the department.
• Provide relevant information for reports.
• Update and access clients personal data in line with GDPR guidelines and AUKCW policies and procedures.
• Support with organising both internal and external meetings including management of calendars, room bookings, preparing paperwork and minutes.
• Using established systems to ensure best value for money, when ordering items for the teams or clients.
• Attend team and supervision meetings.
• To adhere to all relevant organisation policy with particular reference to health and safety, GDPR and confidentiality.
• To comply with all relevant legislation.
• To undertake appropriate training and personal development as required for the role.
• To portray a positive image of the organisation both internally and externally.
• To undertake such other duties as may be reasonably required, consistent with the nature and grade of the post.

Person Specification
Experience
Essential

• Experience of administrative work in a similar office environment.
• Experience of prioritising large and diverse workloads effectively.
• Good literacy and IT skills including data entry and proficient use of Microsoft Office: Word, Excel and Outlook Excellent written and verbal communication skills.
• An ability to carry out tasks in an organised, efficient and methodical manner. Effective planning skills with good time management, including the ability to work to tight deadlines and re-prioritise work as required.
• Ability to listen and interpret information.
• Ability to be proactive, take initiative, work independently and be self-motivated.
• Excellent interpersonal skills.
• Approachable and friendly Team focused approach.
• Self-motivated.
• Flexible Committed to continuously improving service delivery Customer focus.
• Attention to detail.

Desirable

• Experience of producing and organising date for reports.
• Experience of minute-taking, handling confidential information.

Qualifications
Essential

• GCSE Grades A-C or equivalent in English and Maths

Person Specification
Experience
Essential

• Experience of administrative work in a similar office environment.
• Experience of prioritising large and diverse workloads effectively.
• Good literacy and IT skills including data entry and proficient use of Microsoft Office: Word, Excel and Outlook Excellent written and verbal communication skills.
• An ability to carry out tasks in an organised, efficient and methodical manner. Effective planning skills with good time management, including the ability to work to tight deadlines and re-prioritise work as required.
• Ability to listen and interpret information.
• Ability to be proactive, take initiative, work independently and be self-motivated.
• Excellent interpersonal skills.
• Approachable and friendly Team focused approach.
• Self-motivated.
• Flexible Committed to continuously improving service delivery Customer focus.
• Attention to detail.

Desirable

• Experience of producing and organising date for reports.
• Experience of minute-taking, handling confidential information.

Qualifications
Essential

• GCSE Grades A-C or equivalent in English and Maths

Skills Required