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Finance assessment officer

The Recruitment Co.
Assessment officer
Posted: 9 June
Offer description

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

About the Role

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.

Key Responsibilities Service Delivery


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


General Duties


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


Essential Criteria



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)




What’s on Offer


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

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