Financial Assessment Team Officers


Job description

Join the Southern Health and Social Care Trust in Newry and play a key role in supporting the Financial Assessments Team in the provision of Financial Assessment services. About the role: Location: McAvoy House, Newry 3 roles are temporary for 6 months and 2 roles are temporary for 3 months Please note, students will be considered provided they meet the essential criteria Please note closing date for this vacancy is Friday 8th May 2026 at 12 noon - however you can register your interest for other upcoming vacancies by applying today.

Responsibilities

  • 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.
  • 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.
  • 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.

Skills and Qualifications

Essential Skills

  • 4 GCSEs at Grades A-C including English Language and Maths equivalent / higher qualification.
  • AND 1 year's 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.
  • Teamwork skills.
  • Good organisational skills with an ability to prioritise own workload.
  • Effective communication skills to meet the needs of the post in full.
  • 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.

Vacancy ID
1770330
Job ref.
36773
Job Sector
Accountancy and Finance,Secretarial and Administration
Area
Co Down
Location
Newry
Salary
£12.75 per hour
No. vacancies
5
Contract Type
Temporary
Weekly hours
37.5
Published date
06/05/2026
Closing date
05/06/2026
Worktime
Monday to Friday, hours to be confirmed

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