Finance Admin Assistant

Your main role will be to provide

administrative support to colleagues within the Finance Team. You will need to be someone who pays great

attention to detail and ensures that everything is completed to the required

standard. Our staff are trusted to have access to highly confidential

information and, therefore, we expect high levels of integrity and discretion.

You will need strong IT skills and should be proficient in Microsoft Office

packages.

The purpose of the Finance Admin Assistant is

to support the Finance Team with the day to day operational administration

tasks of the social care finance team to ensure an excellent service is given

to the individuals that come into contact with the team.

day to day administrative duties from opening the post, scanning, filing and

posting of correspondence.

Responsible for

answering and responding to incoming calls into the service, assisting callers

with queries regarding their financial matters, acting in a professional and

efficient manner and ensuring confidentiality at all times.

Deal

with highly sensitive and demanding situations over the telephone such as

discussing debt recovery, client contributions payable and general social care

finance matters.

Enter

data accurately onto the health and social care finance systems that are used

within adult social care.

Maintain

accurate data and system records of correspondence sent and received; create a robust

checking system to keep track of outstanding document requests.

Manage

the waiting list processes within the adult social care finance system and

highlight any issues with the Finance Team Leads.

Liaise

with other members of the finance team to co-ordinate large mail shots / correspondence

being issued.

Manage

own workload with competing priorities and deadlines.

Responsible for answering and responding to incoming calls into the

service, assisting callers with queries regarding their financial matters,

acting in a professional and efficient manner and ensuring confidentiality at

all times.

To play an active role and work with wider team members, to develop and

maintain new payment systems and processes that will benefit social care

finance work.

Ensures provision and maintenance of an effective, accurate and up to

date electronic filing and records system.

Ensures files/ records are always stored and used in line with Focus

policies.

Review and amend processes/ procedures and provide the necessary

overview and training for staff as required in response to any changes which

impact on work of service area.

Be aware of and adhere to best practise, providing and suggesting

improvements when possible.

Engaging with External solicitors in relation to payments that are due

for social care.

Support and advise the wider organisation in relation to adult social

care finance matters

Undertake general office/administration duties.

the administrative process that is in place for Deferred Payment Agreements

which will include the responsibility of the issuing of the Deferred Payment Agreements,

monitoring their return and requesting land searches.

Liaise with Solicitors

to provide information for the Deferred Payment Agreement.

Check Financial

representations and notify a Social Worker if someone lacks capacity to

represent themselves financially.

Manage and monitor

system one waiting lists, set tasks and workflows.

for booking financial assessment visits with individuals or their financial

representatives and provide an overview of the information that will be

required during the visit.

for checking lone worker safety checks for colleagues to comply with the Lone Working

Policy.

Communicate with individuals,

family members, financial representatives and external agencies i.e. Legal,

DWP, to chase up documents or additional evidence required for completion of a

financial assessment.

Complete non complex

financial assessments, add them to the internal ContOcc System, process the

financial assessment and send the relevant notification.

Responsible for

deceased and ended process, checking unpaid debt and actioning the debt

recovery process.

Payments

and Collections Admin

to Providers and Collection of income

Make contractual

payments to providers within agreed timescales and relevant intervals.

Work closely with

providers to build positive working relationships and strong communication

links.

Chase providers for

unallocated invoices.

Liaise with social work

managers and social work admin to resolve any internal/external queries.

Calculate standing order payments and make any financial adjustments necessary

i.e. refund overpayments or invoice for shortfalls.

Advising clients on

payment options available and assist those with general social care finance

matters.

Monitoring debts relating to adult social care using a variety of

internal systems.

Maintain and monitor a new client list, preventing debt from accruing

where possible. This will involve following processes and working on your

initiative to resolve cases.

Engaging with External providers via various methods to resolve debt and

obtain payment.

Support the finance team to set up payment plan agreements, monitor

ongoing payments, and refer for further recovery if needed.

Setting up direct debits for payment of adult social care services

ensuring the direct debit guarantee rules are adhered to.

Complete write off processes as and when required which will involve

liaising with service users, other professional and completing relevant

documents.

Engaging with External solicitors in relation to payments that are due

for social care.

Support the Debt recovery Officer in chasing the property paperwork

required

Monitor Deferred Payment Accounts linked to a legal charge.

Setting up direct debits for payment of adult social care services

ensuring the direct debit guarantee rules are adhered to.

Support with setting up of a direct payment cards including verifying

documents covered under the Financial Regulations, if required.

Complete the reissue cards report

Provide day to day support within direct payments if required.

Focus is an

independent Social Enterprise (Community Interest Company) providing Adult

Social Work across North East Lincolnshire. We believe that being an

independent social work practice provides us with unique opportunities to be

more flexible and creative in our approach. This benefits our service

users, their families and carers and our staff.

In addition to a competitive salary we can offer

you a fantastic benefits package which includes a generous annual leave

allowance (starting at 30 days), pension scheme, free on-site parking, various

flexible and blended working arrangements, a full on-boarding process, access

to continuing professional development, supervision and a range of employee

health and well-being initiatives.

Please note that we are not currently in a position to provide sponsorship to those individuals that may require it. Therefore applicants must have current and unrestricted right to work in the UK.

Skills/Abilities

Desirable: - Experience of maintaining accurate filing and record keeping systems.

Knowledge/Understanding

Essential: - Understanding of confidentiality and data protection in handling information

Experience

Essential: - Experience of providing administrative support or experience of delivering front of house or customer service duties.

Desirable: - Experience of handling and responding to telephone and email enquiries

Qualifications

Desirable: - Further education or training in Business Administration, Customer Service, or related area