Job Description

https://www.montpellier.uk.com/job-search/2307/job 2025-07-28 14:30:28 2025-08-24 Montpellier Resourcing Job Ref b
Job Views 6
Description
Up to 70,000 plus EXCELLENT bonus and benefits
12 month FTC
Hybrid working available
Our client, a highly prestigious private bank with Ultra-High-Net-Worth clients, is seeking highly skilled Operations Manager to be instrumental in managing the comprehensive operational landscape of their Charitable Trust, a prominent UK Donor Advised Fund. We are seeking a hands-on Operations Manager to play a pivotal role in managing and overseeing the critical operational activities of the Trust. This is a unique opportunity to ensure the highest standards of governance, efficiency, and control, underpinning seamless grant-making and data management processes. This is an exciting role is a busy and growing team, so candidates must be ready to hit the ground running! Candidates must have proven experience in operations management within the charity sector.
Duties of the Charitable Trusts Operations Manager to include:

• Grant-Making Administration:

• Oversee the execution of end-to-end processes for grant-making, continually seeking opportunities for simplification and efficiency.
• Prepare and meticulously review due diligence completed on grantees to ensure robust oversight.
• Ensure strict compliance with charity law, internal policies, and donor requirements throughout the grant distribution cycle.
• Liaise effectively with donors, internal colleagues, and grantees to ensure transparent and smooth grant distribution.
• Operational Process Management:

• Oversee the accurate operational allocation of assets between various Giving Funds.
• Manage the precise processing of incoming donations, ensuring accurate recording and timely acknowledgement.
• Ensure accurate collection and processing of any associated management fees, providing detailed operational reports to internal teams.
• Contribute operational insights to the ongoing review and adjustment of service structures to maintain competitive offerings.
• Data Management and Compliance:

• Manage and maintain accurate records of Giving Funds, grants, fees, assets, and all other critical operational data.
• Ensure full compliance with data protection regulations, including GDPR, across all operational processes.
• Develop and implement robust data management and review processes to uphold data integrity and facilitate efficient reporting.
• Operational Excellence & Collaboration:

• Champion continuous operational improvement and workflow efficiency initiatives.
• Work collaboratively with all internal departments and external partners, fostering very effective working relationships.
• Uphold the highest standards of integrity and attention to detail in all operational activities, protecting the organisation's reputation.

Requirements for the successful Charitable Trusts Operations Manager to include:

• Candidates must have over 5 years' experience in operations management, and MUST have experience within the charity sector
• Charity Sector Experience: Familiarity with Donor-Advised Funds, grant-making, and financial administration within a charity context is highly desirable. Experience working with high-net-worth individuals and family foundations is a plus.
• A strong understanding of UK charity regulations, particularly around grant-making and data protection (including GDPR), is essential.
• High proficiency in MS Office, CRM systems, grant management platforms, and accounting software (including QuickBooks)
• Professional qualifications in charity management, finance, legal, or operations are desirable.

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Associates Resourcing Limited are those of an Employment Agency