Financial Assessments Officer based in Newry with our Public Sector Client
£11.67 per hour plus paid holiday hours and weekly payment of wages the week following your working week
37 1/2 hours each week, 9am-5pm, Monday - Friday
Duration is 3 months initially with review to extend
CRITERIA
1. 4 GCSEs at Grades A-C including English Language or equivalent / higher qualification and 1 years’ experience in a clerical / administrative role
Or
2 years’ experience in a clerical / administrative role
2. Experience in the use of Microsoft Office products including Word and Excel or equivalent
3. Hold a current full driving licence which is valid for use in the UK and have access to a car on appointment.
KEY DUTIES / RESPONSIBILITIES
Service Delivery
• Provide admin support to the Financial Assessors in the preparation and calculation of financial assessments, including preparation of letters, routine calculations, maintaining files, dealing with correspondence etc
• Assist in the recovery of Trust income and expenditure, including calculating amounts due, generating invoices according to Trust policies and procedures, producing monthly reminder letters/statements and Aged Debt report, and promptly and appropriately resolving queries from all Departments
• Input transactions accurately to the systems including e-Financials, in accordance with appropriately authorised primary documentation and the Trust’s Standing Financial Instructions, internal financial procedures and statutory reporting requirements laid down by the DHSSPS, covering income and receipts in respect of financial assessments eg credit notes, recharges, residential care client contributions, cash/cheques/electronic transfer etc and monthly and annual journals to the General Ledger
• Receive, receipt and record remittances made to the Trust including cash, cheques, electronic transfers etc
• Assist the Financial Assessor in preparing lodgements, including counting cash/cheques and reconciling to recorded receipts
• Ensure that transactions are properly recorded and coded to e-Financials and General Ledger, and all documentation and records are filed in accordance with the Trust’s policies and procedures
• Assist the Financial Assessor in recording and processing transactions in the Trust’s system to act as Appointee for residents and clients including completion of Pension/Benefit forms for senior authorisation, receipting and recording of benefits, transfers to Patients Private Property account, payment of personal allowance, distribution of deceased’s property etc
• Investigate and appropriately resolve any discrepancies or queries relating to transactions, referring to Financial Assessor as appropriate
• Monitor and check own work to ensure highest quality of input data prior to processing
• Assist the Financial Assessor in the provision of reporting information, including statistics on residential home places, and other returns as required by Trust managers, DHSSPS etc
• Develop and maintain an appropriate knowledge of the Financial Assessments system including e-Financials, Abacus, General Ledger etc and the structure and functions of the Trust
Applicants must ensure their CV is accurate and up to date. The CV should include your full employment history inclusive of dates, all academic achievements and full personal contact details.
If you wish to apply or would like more information, please email your CV in Microsoft word format to
Apple Recruitment Services is acting as an Employment Agency in relation to this vacancy. Apple Recruitment Services is an Equal Opportunities Employer.