Financial Assessments Team Officer

Band 3 Financial Assessment Team Officer

Location:

McAvoy House, Newry
Pay Rate: £12.75 per hour
Contract Type:
Temporary (3-6 months)

Working Hours:

Full-time, Monday to Friday

We are currently recruiting on behalf of our client for Band 3 Financial Assessment Team Officers to join a busy finance team based in McAvoy House, Newry. These temporary roles offer an excellent opportunity to gain valuable experience within a public sector environment.

The successful candidates will support the Financial Assessments Team in delivering accurate and efficient financial assessment services, contributing to income generation and financial administration across the Trust.

• Provide administrative support in preparing and calculating financial assessments, including drafting correspondence, performing routine calculations, and maintaining case files
• Assist with income recovery processes, including calculating charges, generating invoices, issuing reminder notices, and resolving queries
• Accurately input financial transactions into systems such as e-Financials in line with Trust policies and procedures
• Process and record payments, including cash, cheques, and electronic transfers
• Support lodgement preparation by reconciling receipts and verifying amounts
• Maintain accurate financial records and ensure proper coding within financial systems and General Ledger
• Assist with appointeeship duties, including benefit management, payments, and client account administration
• Investigate and resolve discrepancies, escalating issues where necessary
• Contribute to reporting requirements, including statistical returns and financial summaries

• Ensure confidentiality and security of all financial records and documentation
• Respond promptly to correspondence and queries in line with departmental procedures
• Support adherence to financial deadlines and reporting cycles
• Participate in general office duties, including processing mail and issuing financial documents
• Maintain effective working relationships with colleagues across departments
• Engage in training and development activities and performance reviews

• Qualification &
  
  Experience:
  
  

  • 4 GCSEs (Grades A-C) including English and Maths (or equivalent)
    AND at least 1 year's administrative/clerical experience
    OR
  • A minimum of 2 years' administrative/clerical experience

• Skills:

  • Experience using Microsoft Word and Excel (or equivalent systems)

• Other Requirements:

  • A full, valid UK driving licence with access to a car (reasonable adjustments will be considered in line with disability requirements)

• Competitive hourly rate of £12.75
• Valuable experience within a reputable organisation
• Supportive team environment
• Opportunity to enhance financial and administrative skills