finance associate Omagh, Northern Ireland
Job description
Job Title : Band 3 Finance Officer
Location : Omagh
Duration : 3 Months Initially
Rate : 11.11 p/h
Hours : 37.5hpw
MAIN DUTIES & RESPONSIBILITIES
(A) Financial Assessment (Residential & Nursing Homes)
1. To ensure that all appropriate documentation is received and is completed properly for persons admitted to statutory /private/ voluntary homes and any necessary follow up action is taken.
2. To update client records in respect of admissions/discharges and deaths accurately and in a timely manner.
3. To verify income and assets as required.
4. To maintain and update records of clients with statutory disregards.
5. To notify the client or their representative and the Home of the assessed charge.
6. To produce and distribute standard system reports as per laid down procedures and timescales.
7. To assist in the preparation of briefing papers for consideration of the Trust’s Scrutiny Group where necessary e.g. discretionary disregard applied for.
8. To liaise with clients, their representatives, Care Managers, solicitors and statutory agencies as necessary.
9. To ensure that assessment queries from whatever source are addressed and resolved in a timely manner.
10. To assist in the recovery of all income due to the Trust from clients or their representatives
11. To facilitate the distribution of personal allowances to residents in statutory homes.
12. To maintain accurate manual and computer records of all transactions in respect of pensions and benefits including the appropriate allocation of personal allowance
13. To liaise with residents, their representatives, Care Managers, solicitors and statutory agencies as necessary.
14. To ensure that pension/benefit queries from whatever source are addressed and resolved in a timely manner.
Cash Office
1. Receipt, accurate recording and safe custody of all monies due to the Trust
2. Preparation of bank lodgement and banking
3. Ensure accurate recording and safe custody of patient’s property
4. Ensure paying out of patients property accounts
5. Maintain petty cash floats
6. Payment of patient travel claims
7. Collection of catering and other miscellaneous cash
8. Receipting cash received
9. Provide information to the Compensation Recovery Unit (CRU)
10. Assist in monitoring RTA income
11. Filing support documentation
(B) Direct Payments/Self-Directed Support (SDS)
1. To assist in setting up Direct Payment schedules for regular payment cycles and one-off payments to meet deadlines and ensure accurate payment to service users.
2. Contact social work staff in relation to setting up of Direct Payments, including receiving and querying sensitive information about service users.
3. Assisting in maintaining an accurate register of all direct payment users and associated documentation and records.
4. To assist processes regarding the cancellation, suspension, increase and decrease of direct payment packages in response to requests from social workers
5. To maintain and update records in relation to all aspects of direct payments
6. Assist in monitoring quarterly financial returns from service users and following up when these are not submitted on time.
7. Assist in responding to basic enquiries from service users and staff by phone, email and letter
11. To assist in the recovery of all income due to the Trust from clients or their representatives
13. To maintain accurate manual and computer records of all transactions in respect of direct payments
14. To follow-up on all outstanding information required from social workers, service users and other parties.
Essential Criteria -
5 GCSE’s (Grade A-C) including English Language and Mathematics or Accounts
AND
1 years’ finance, or admin and clerical experience
OR
3 years’ finance, or admin & clerical experience
Platinum Recruitment NI Ltd is an equal opportunities employer and a Corporate Member of the Recruitment and Employment Confederation (REC) and abide by the REC Code of Professional Practice. Platinum Recruitment NI Ltd adheres to all current employment legislation.
Please note only those candidates shortlisted may be contacted.
Job Type: Full-time
Salary: £11.11 per hour
Schedule:
- Monday to Friday
Education:
- GCSE or equivalent (required)
Experience:
- Finance: 1 year (required)
- Administrative: 1 year (required)
Work Location: In person
