Operations Officer

This integral role will provide high-quality administrative, compliance and organisational support across the charity. The Operations Officer will support day-to-day operations, ensuring strong governance, accurate record keeping and systems efficiency all of which will allow the delivery of CHEER’s client and volunteer services.  Training will be offered where required (eg: compliance, DBS checking, charity governance).

KEY RESPONSIBILITIES: 

1. CRM management (Beacon) 

• Ensure the charity’s CRM is accurate, up to date and used consistently across the team. 

• Conduct regular spot checks and data quality reviews. 

• Support the transition to CRM-driven reporting. 

• Develop and maintain CRM admin processes, templates and documentation (including user guide). 

2. Governance, compliance & policy administration 

• Maintain organisational policies, procedures, training records and compliance documentation. 

• Schedule reviews cycles and follow up with team/trustees for updates. 

• Maintain accurate HR compliance records for team (DBS renewals, training certificates etc.). 

• Keep governance and compliance well-organised and accessible. 

• Contribute to improving workflows, systems and processes. 

3. SharePoint & digital systems maintenance 

• Lead an overhaul of SharePoint structure to create a clear, user-friendly filing system. 

• Ensure documents are saved, organised, version-controlled and archived. 

• Keep SharePoint updated and functioning well. 

• Support staff with basic digital troubleshooting and liaise with IT support when required. 

4. Memberships, subscriptions & Organisational admin 

• Monitor charity memberships, renewals, insurances, subscriptions, storage costs, licences, software and service contracts. 

• Maintain a central register of renewal dates and ensure timely payments. 

• Support procurement of equipment, supplies and services. 

5. Meeting coordination & minute taking 

• Manage meeting schedules, invitations, and logistics for: 

• AGM 

• Board/trustee meetings 

• Trustee/team meetings 

• Working groups and subcommittees 

• Prepare and circulate meeting papers. 

• Attend meetings, take accurate minutes and distribute them promptly.