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.