Membership Business Administrator Apprentice

Key accountabilities

• 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.

The apprentice will be allocated with an assessor who will visit them within the workplace once every 6- 8 weeks.

In addition, they will attend an online lesson once every other week.

The apprentice must complete a minimum of 6 hours off the job each week.

A business administration apprenticeship provides a strong foundation for a career in office and business support, with opportunities to progress into more senior roles as you gain experience. A typical career path begins as a Business Administrator, followed by Senior Administrator or Office Coordinator, and can lead to positions such as Office Manager, Executive Assistant, Operations Manager, or Business Manager.

The CDI is proud to be the professional body for all aspects of career development, supporting members across the UK and internationally in their work with clients of all ages. We champion the profession and the vital role it plays in empowering individuals, strengthening the economy, and enriching society.

Membership is essential for careers practitioners who want to access our full range of benefits - from professional recognition and resources to training, networking, and advocacy.