Membership Administrator Apprentice

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Role title: Membership Administrator Apprentice

Location: Stourbridge office. Travel across the UK as required.

Reports to: Membership & Finance Lead

Primary role function:

The Membership Administrator plays a key role in supporting the delivery of an excellent membership experience by providing efficient administrative support to both the Membership and Finance teams. The role is responsible for maintaining accurate member records, processing memberships and renewals, handling member enquiries, and supporting financial processes such as invoicing, payments, and account reconciliation. Working collaboratively across teams, the Membership Administrator helps ensure smooth day-to-day operations, contributes to member retention and engagement, and supports the organisation's wider objectives by delivering a professional, responsive, and customer-focused service.

Terms and remuneration:

Full-time apprenticeship position, working 9:00am to 5:15pm in the office, with dedicated study time provided to complete apprenticeship training and coursework.

Salary £16,640 p.a. plus pension.

About the CDI

The Career Development Institute (CDI) is the UK's professional body for the career development sector with around 4,900 members. Our purpose is to set standards, advocate for and promote high-quality career development for all.

Our members help people develop their career goals and gain the career management skills to achieve them. As well as changing individual lives, the cumulative impact of the millions of career interventions each year helps address social and economic issues such as levelling up, workforce skills shortages and productivity challenges in the economy.

The Membership, Marketing and Finance teams work collaboratively to attract, engage, and retain members, maintain high-quality member services, and support the day-to-day administration of memberships. Together, they play a vital role in helping the CDI grow its membership community, strengthen member engagement, and deliver services that support the career development profession.

Role summary

The Membership Administrator Apprentice supports the delivery of high-quality membership and financial administration services for the Career Development Institute (CDI). Reporting to the Membership & Finance Lead, and working within the wider team led by the Membership & Marketing Manager, the postholder will assist with membership applications, renewals, member enquiries, record maintenance, invoicing, and payment processing. The role plays an important part in ensuring an excellent member experience, maintaining accurate data, and supporting the smooth day-to-day operation of the Membership and Finance functions, while developing valuable skills in administration, customer service, and business operations.

Key accountabilities

Membership

• Deliver excellent customer service by responding to membership and general enquiries via telephone, email and website, providing accurate information and promoting the benefits of CDI membership and professional registration.
• Under the guidance of the Membership & Finance Lead, manage the full membership administration process, including processing applications, renewals, upgrades, lapses and account updates.
• Provide membership administration support to the Membership & Finance Lead for bulk and partner-funded membership schemes.
• Maintain the integrity and accuracy of membership data by performing regular data verification and cleansing activities and maintain accurate membership records in line with agreed procedures and service standards.
• Support prospective and existing members by providing guidance on membership options, eligibility criteria, member benefits, website access, and account functionality, helping to maximise member engagement and retention.
• Administer member communications, including membership welcome packs (badge and certificates), login details, renewal reminders, and other membership-related correspondence.
• Monitor and manage shared inboxes and communication channels, ensuring enquiries are acknowledged and resolved within appropriate timescales
• Handle frontline complaints and account queries professionally, working with colleagues across the organisation to resolve issues and ensure a positive member experience.
• Coordinate the handling of returned quarterly magazines, liaising with members to update address information and facilitating the reissue of copies as appropriate.

Finance

• Support membership-related financial administration, including processing purchase orders, raising and amending invoices, submitting supplier forms, identifying unallocated payments, supporting credit notes and refunds, and assisting with debt recovery activities as required.

Team responsibilities

• Work collaboratively with colleagues across CDI departments to support database maintenance, audience list management, testing of membership processes and systems, and the resolution of membership-related queries.
• Provide general administrative support to the organisation, including handling post, maintaining membership resources and office supplies, and undertaking other duties appropriate to the level of the role.
• Attend conferences and team days when required.

General responsibilities

• Contribute to the continuous improvement of membership processes, systems, and member services by identifying opportunities to enhance efficiency, data quality, and the overall member experience.
• Ensure all your work complies with GDPR and data protection requirements.

Person Specification

E = Essential, D = Desirable

Qualifications
Working towards Level 3 Business Admi(LB1) n.

Work experience
ICT, including Microsoft Excel, Word, PowerPoint, Email and SharePoint. CRM experience would be desirable.

Skills and experience

Worked in a busy office (D)

Good communication skills (E)

Ability to prioritise work and is self-motivated (E)

Organised individual who is able to work independently (D)

Set up processes to prioritise tasks (D)

Working to clear timescales while maintaining high quality outputs. (D)

Used to consistently delivering to a high standard in a timely manner. (D)

Able to work effectively as an individual and as a member of virtual teams. (D)

Personal Qualities

1. Collaborative approach, working effectively with colleagues inside and outside the organisation. (E)

2. Self-motivated, enthusiastic and able to use initiative. (E)

3. Customer oriented, focused on meeting the needs of different audiences. (e)

4. Confident and approachable manner. (E)

5. Highly organised with great attention to detail (E)

6. Resilient and positive when under pressure. (E)

7. Commitment to own learning and continuous improvement. (D)

Other

Travel throughout the UK and stay away from home where required - E
Occasional evening work to support events - E

Benefits of working for the CDI

Our members help people from across society to thrive in their careers and lives. As their professional body we are committed to our values of Professional and Ethical, Inclusive, Forward Thinking and Inspirational Expertise. These are reflected in our strategy, especially in our commitment to ensuring we offer a rewarding work experience for our team.

We continue to develop our employee benefits, which currently include:

25 days holiday (for full time staff) plus bank holidays and 3 days discretionary holiday between Christmas and New Year

Pension with employer contributions of 4% and flexible employee contributions of at least 5%

Employee Assistance Programme from Health Assured providing free access to confidential support services, health advice and tools, as well as discounts with retailers and services.

If they are an apprentice I would have thought they will be working towards this rather than already have it?

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