Financial Assessments Team Officer

Financial Assessments Team Officer (Band 3)

Newry

Temporary (10 weeks)

The Client: Local Healthcare body based in Newry

The Role: Financial Assessments Team Officer

JOB SUMMARY

The postholder will support the Financial Assessments Team in the provision of financial assessment services to the Trust.

The postholder will assist in the preparation of financial assessments, raising of invoices and recovery of income due to the Trust.

He/she will provide cover in the absence of colleagues and will deputise for the Income Team Leader across a range of responsibilities as and when required.

KEY DUTIES/RESPONSIBILITIES

The post-holder will be required to carry out a range of duties which may include the following:-

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

General Finance Responsibilities

• Maintain the security of all documents and information within the Financial Assessments team and systems to the highest standard
• Ensure that all correspondence, or other queries are dealt with according to Financial Assessments and Income department policies and procedures, and in a proper and prompt manner, referring to Financial Assessor as appropriate
• Assist the Financial Assessor in ensuring that all deadlines are adhered to eg daily/weekly/monthly reconciliations, monthly processing and reporting timetable and annual statutory accounts preparation
• Adhere to Trust policies for the effective management, use and maintenance of all physical assets by the Financial Assessments team
• Participate in office routines including opening and sorting post, sorting and issuing invoices, statements and reports and preparing outgoing post
• Contribute to the department's overall governance processes to ensure safe and effective care for patients and clients, complying with public sector values and codes of conduct, operations and accountability.
• Participate in the Trust's performance and development reviews and advise on, and initiate further training to fulfil the requirements of the post.
• Develop and maintain good working relationships with colleagues in Financial Assessments and Income Department, Finance and across the Trust to ensure effective delivery of accounts receivable services

Policies and Procedures

• Adhere to all Finance and Financial Assessments and Income Department policies and procedures.
• Organise own workload to optimise efficiency in the Financial Services Team and to ensure that individual and team tasks are completed within agreed timescales.
• Participate in system and procedure reviews to identify weaknesses and scope for improvements to enhance control and efficiency
• Facilitate Internal/External Audits which investigate Financial Services processes/systems etc.
• Adhere to Financial Assessments and Income Department and Finance policies and procedures for the management and storage of information by the Financial Assessments team to meet internal and external reporting requirements.

Team Working

• Maintain good staff relationships and morale amongst the team.
• Participate in team working to ensure a culture of effective communication, team working, continuous improvement and innovation.
• Identify own training needs and share knowledge and skills with others in the team
• Monitor performance against deadlines, and prioritise work
• Promote the Trust's policy on equality of opportunity through his/her own actions
• Observe all Health & Safety policies and procedures and report any incidents or untoward events as appropriate.
• Provide cover within the Financial Services Team in periods of leave, high workload, priority deadlines etc.

This job description is subject to review in the light of changing circumstances and is not intended to be rigid and inflexible but should be regarded as providing guidelines within which the Financial Assessments Team Officer works. Other duties of a similar nature and appropriate to the grade may be assigned from time to time by the Financial Assessments Team Manager.

RAISING CONCERNS - RESPONSIBILITIES

• The post holder will promote and support effective team working, fostering a culture of openness and transparency.
• The post holder will ensure that they take all concerns raised with them seriously and act in accordance with the Trust's 'Your Right to Raise a Concern (Whistleblowing)' policy and their professional code of conduct, where applicable.

GENERAL REQUIREMENTS

The post holder will be required to:

Ensure the Trust's policy on equality of opportunity is promoted through his/her own actions and those of any staff for whom he/she has responsibility.

Co-operate fully with the implementation of the Trust's Health and Safety arrangements, reporting any accidents/incidents/equipment defects to his/her manager, and maintaining a clean, uncluttered and safe environment for patients/clients, members of the public and staff.

Adhere at all times to all Trust policies/codes of conduct, including for example:

• Smoke Free policy
• IT Security Policy and Code of Conduct
• standards of attendance, appearance and behaviour
• Contribute to ensuring the highest standards of environmental cleanliness within your designated area of work.
• Co-operate fully with regard to Trust policies and procedures relating to infection prevention and control.
• All employees of the Trust are legally responsible for all records held, created or used as part of their business within the Trust including patients/clients, corporate and administrative records whether paper-based or electronic and also including emails. All such records are public records and are accessible to the general public, with limited exceptions, under the Freedom of Information Act 2000 the Environmental Information Regulations 2004, the General Data Protection Regulations (GDPR) and the Data Protection Act 2018. Employees are required to be conversant with the [org name] policy and procedures on records management and to seek advice if in doubt.
• Take responsibility for his/her own ongoing learning and development, in order to maximise his/her potential and continue to meet the demands of the post.
• Represent the Trust's commitment to providing the highest possible standard of service to patients/clients and members of the public, by treating all those with whom he/she comes into contact in the course of work, in a pleasant, courteous and respectful manner.

This Job Description will be subject to review in the light of changing circumstances and is not intended to be rigid and inflexible but should be regarded as providing guidelines within which the individual works. Other duties of a similar nature and appropriate to the grade may be assigned from time to time.

It is a standard condition that all Trust staff may be required to serve at any location within the Trust's area, as needs of the service demand.

Hours of work: Full-time: 37.5 hours

Requirements:

• 4 GCSE's at Grade A-C including English Language and Maths Equivalent/higher qualification

AND

• 1 years' experience in a clerical/administrative role

OR

• 2 years' experience in a clerical/administrative role

• Experience in the use of Microsoft Office Word and Excel or Equivalent

Other: Hold a current full driving licence which is valid for use in the UK and have access to a car on appointment. This criteria will be waived in the case of applicants whose disability prohibits driving but who have access to a form of transport approved by the Trust which will permit them to carry out the duties of the post.

In Return: £11.67 per hour

Why use Staffline? This may not matter to you when you're looking for a new opportunity, but we just wanted to tell you a little bit about Staffline. We know that finding the right job can be challenging and we have the tools and resources to help you succeed. An established recruitment agency since 1983, we offer permanent and temporary job solutions to lots of different clients in multiple industry sectors in Northern Ireland and Republic of Ireland. For further information please apply with your up to date CV by clicking the button.