Job Description

Salary
29,079 to 34,210 (dependent on experience)
Contract type
Permanent
Hours
Full Time
Location
Poole, Dorset, England
Location description
Hybrid between home and Poole
Closing Date
10-08-2025
Reference
20001
Documents (please view all documents)
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About us
Our purpose is simple: to save lives at sea. 24 hours a day, every day, RNLI lifesavers are ready to launch to the rescue.
We're looking for an Investments & Treasury Coordinator to join our Investments, Tax and Compliance Team. The team helps to manage over 300 million of cash and investments for the RNLI, ensuring that systems are set up and available to make payments and process income and that the cash and investments are kept safe.
Some of the benefits

• Salary: 29,079 - 34,210 (dependent on experience)
• Flexible working
• 26 days' annual leave plus Bank Holidays
• Outstanding pension scheme (contributions of up to 16% of basic salary)
• Life assurance
• Health and dental cash plan

Your Role
As an Investments & Treasury Coordinator you will be tasked with focus on the following areas:

• Support the Investments and Treasury team in providing administration relating to bank accounts and investments, including account opening and closing, accurate maintenance of bank mandates for the organisation and associated mandate changes, maintaining user access to online banking systems and investment and resolving associated queries.
• Provide support to ensure the smooth running of automated payment facilities, including maintaining user access, implementing system changes and resolving associated queries.
• Follow standard treasury work procedures and maintain and update them as required ensuring they remain as efficient and effective as possible.
• Provide support for the Investment Committee meetings, arranging Investment manager presentations and taking minutes at the meetings.
• Deal with a wide range of internal and external customers, including trustees, committee members, investment advisors, custodian, volunteers, banks and investment managers to answer and resolve a variety of queries.
• Maintain the daily cash flow position and make initial forecast of future cash requirements.

• Assist with maintaining PCI DSS compliance for the organisation, including maintaining and auditing PDQ estate records and liaising with consultants and providers as required.
• Keep up to date with legislative changes that affect your area of expertise.
• Ensure processes and controls relating to this role are adhered to and they remain as efficient and effective as possible.
• To become involved in other ad hoc tasks and projects as required

About You
In this role you will ensure that the appropriate controls around cash and investments are maintained and that investment and banking records are kept up to date to support decision making.
To be considered for the role of Investments & Treasury Coordinator you will need:

• Strong communication skills are a must, together with a real 'team' ethic
• 5 GCSEs (Grade A-C, 9-4) or equivalent including English and Mathematics
• General accounting knowledge and experience.
• Good knowledge of Microsoft Excel and experience of online banking and accounting systems.
• The ability to multi-task with ease and be confident in dealing with colleagues at all levels.
• Work accurately under pressure and comfortable communicating with internal and external contacts to resolve queries.
• Evidence of improvements and efficiencies made within your field.
• You will need to be adaptable and flexible with the ability to meet deadlines.

So, if you have the skills and experience to join us as our new Investments & Treasury Coordinator, with a proactive 'can do' attitude, high attention to detail and excellent organisation skills, and want to support our organisation's aim to reduce drowning, this could be the role for you. Please apply via the button shown.
Safeguarding
The RNLI is committed to safeguarding; protecting a person's health, wellbeing, and human rights, enabling them to live free from harm, abuse, and neglect. We expect all employees and volunteers to share this commitment and have a zero-tolerance approach. The suitability of all prospective employees and volunteers will be assessed during the recruitment process in line with this commitment. This will include relevant criminal record checks being carried out dependent on the eligibility of the role. (England & Wales; DBS check, Scotland; Disclosure Scotland PVG, Northern Ireland; Access NI, Republic of Ireland; Garda Vetting; International, International Child Protection Certificate process).
Diversity at the RNLI
Our staff and volunteers have been saving lives at sea without prejudice for 200 years. We respect and value diversity of background, skills and perspectives within our teams, and consider it essential to help us deliver a world-class lifesaving service. We are an inclusive organisation and welcome applications from everyone. In addition to having the skills needed for the role, we also look for applicants who share our commitment to living our RNLI values (trustworthy, courageous, selfless, and dependable), and helping us work towards Our Vision: To save Every One.