Administrator - Money Management Service

2 weeks ago


Coventry, United Kingdom Age UK Coventry & Warwickshire Full time

**Post Title**: Administrator (Money Management Service)

**Location**: Coventry

**Job Purpose**: To work within the Money Management team to provide high quality, flexible, administrative support. The post holder will be expected to work proactively to maximise the services effectiveness and efficiency.

**Key Activities and Main Responsibilities**:
1. Respond to both internal and external telephone calls from clients, partner agencies and other interested parties.

2. To process and record incoming referrals ensuring accuracy and action appropriately within a timely manner, following established processes and procedures.

3. Log accurate information onto established database/s & systems via agreed templates. Maintain and update the database/s accurately and efficiently with clients details/data records and information of actions.

4. Work closely with internal services and external partner agencies to ensure all external referrals are actioned and processed effectively, via current customer relationship management system

5. Provide general office and administrative support including but not limited to post, receiving and making phone calls, typing, printing, photocopying, scanning and filing.

6. Provide support to volunteers working within the department.

7. Provide relevant information for reports.

8. Update and access clients’ personal data in line with GDPR guidelines and AUKCW policies and procedures.

9. Support with organising both internal and external meetings including management of calendars, room bookings, preparing paperwork and minutes.

10. Using established systems to ensure best value for money, when ordering items for the team or clients

11. Attend team and supervision meetings.

12. To adhere to all relevant organisation policy with particular reference to health and safety, GDPR and confidentiality.

13. To comply with all relevant legislation.

14. To undertake appropriate training and personal development as required for the role.

15. To portray a positive image of the organisation both internally and externally.

16. To undertake such other duties as may be reasonably required, consistent with the nature and grade of the post.

All staff have an individual responsibility to comply with the organisation’s policies and practices.

This job description will be reviewed annually in line with appraisals.

All applicants with a disability who meet the minimum criteria, will be interviewed.

**Job Types**: Full-time, Permanent

**Salary**: £23,665.20 per year

Schedule:

- Day shift
- Monday to Friday

Work Location: In person

Application deadline: 18/04/2024



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