THE PENSIONS MANAGEMENT INSTITUTE

JOB DESCRIPTION

Job Title:Membership Officer – Maternity Cover

Reporting to:Head of Membership & IT

Responsible for:The operational coordination and delivery of the PMI’s membership services.

Job Purpose:The purpose of the job is to process accurately membership and associated financial transactions on the Integra database, provide reports required for management purposes and provide membership lists for marketing purposes and supporting the work of the membership department, directly contributing to the achievement of the PMI’s objectives.

Key Relationships

This person in this role will have regular daily contact with:

  • Colleagues within the PMI Office
  • Members of PMI
  • Service suppliers to PMI

Person specification

Essential

  • Experience of working in a membership environment in an administration or support role
  • An understanding of, and experience of working with, CRM databases with a strong preference for Iris Integra
  • Experience of a customer/member facing role dealing with a range of enquiries and issues
  • The ability to develop effective working relationships within a small office based organisation is a key requirement

Desirable

  • Committee experience in preparing agendas, organising meetings and writing minutes.

Personal attributes

  • Enthusiastic, organised and efficient
  • Team player with high levels of motivation
  • Customer focused
  • Calm under pressure
  • Excellent people/communication skills at all levels
  • Proficient organisational/project management skills
  • Attention to detail
  • Ability to handle multiple projects simultaneously

Key Responsibilities and Accountabilities

  1. Delivering excellent customer service to PMI members, affiliates and stakeholders by the efficient handling of issues raised in meetings and by telephone, email and through office procedures.
  2. Accurately and efficiently processing a range of CRM transactions submitted to the membership department, maintaining accurate and complete data records.
  3. Implementing the annual fee collection exercise for PMI, APPT and Trustee Group members/affiliates, including the dispatch of invoices and reminder notices, handling payment enquiries, processing payments, and lapsing defaulters.
  4. Extracting data from the Institute’s database and providing it to PMI staff and partner organisations in line with the Institute’s data management policy, including issuing confirmations of membership.
  5. Performing a range of administrative tasks to support the work of the membership department and the Institute. Working cooperatively with colleagues to facilitate the Institute’s smooth operation.
  6. Checking and updating information, records and data held by the membership department to a high standard and in a timely manner.
  7. Filing and archiving of hard copy and electronic documents generated and received by the membership department in accordance with PMI records management policy.
  8. Organising the agenda papers, meetings and minutes for the PMI Membership Committee and any associated sub committees it may convene.
  9. Any other duties as reasonably required.

September 2012