Payroll & Managed Account Assistant

**Objectives**

To administer multiple customer’s payroll, efficiently and within relevant time and legal constraints.

To support customers with the proactive management of their funding accounts.

To support the development of payroll and managed account services.

**Main Duties**

1. To actively contribute to the development of payroll and managed account services.

2. As part of the Independent Living team, to administer timely and accurate payroll for multiple employers; processing and distributing appropriate documents to customers and managed accounts staff including pensions and period end processes along with the distribution of all associated documents and submissions.

3. To provide support to employers with the calculation of pensions, holiday entitlement, redundancy pay, maternity pay, statutory sick pay and other miscellaneous calculations as required.

5. To complete all checks and records priors in line with procedure and employer/commissioner requirements.

6. To liaise with Payroll and Managed Account Customers providing a polite, efficient and thorough service.

7. To support Independent Living Advisors and other external supporters to enable them to provide accurate, up to date and effective support to customers.

8. Liaise with the HMRC, The Pensions Regulator and NEST Pensions for customer queries and to ensure that customers are set up correctly and the appropriate processes are completed.

9. To deliver a proactive managed (bank) account service, making payments, reconciling and dealing with queries where appropriate, ensuring that all managed account procedures are followed in a timely accurate manner.

10. To undertake all advance checks on individuals budgets and accounts prior to processing.

11. To ensure that all uploads and downloads are completed and stored in line with procedure.

12. To support the administration of the Managed Accounts service in line with contract specifications and general office administration.

13. To be vigilant to potential safeguarding concerns and respond in accordance with the Safeguarding Vulnerable People Policy and Procedure.

14. To be fully aware of and able to fulfil your role as detailed in the Fire Evacuation procedure.

15. To maintain a positive and professional image of the organisation at all times.

16. Be aware of and adhere to Compass Disability Services’ policies and procedures at all times.

17. To abide by the rules and guidelines as laid down in the Staff Handbook.

18. To remain aware of, and abide by, current legislation, organisation policy and compliance with Data Protection Act 2018/GDPR.

19. To commit to the necessary training and development activities in order to fulfil the role and your potential.

20. Attendance at staff meetings, external events and other meetings as required.

21. Travelling is not an integral part of this role and as such you are not permitted to drive on work related business using your own vehicle unless you are able to comply with the standards laid down in the Use of Private Vehicles for Company Business Policy.

22. Any other duties considered necessary to further the aims of the organisation.

**PERSON Specification**

**The Criteria for the post are**:
A general knowledge of payroll. A working knowledge of SAGE payroll software is preferred although not essential.

Experience of data input and interrogating data.

Previous experience of all MS Office products (particularly Excel).

Excellent time keeping and reliability.

Good communication skills.

Ability to work under own initiative and good organisational and time management skills.

High levels of accuracy and attention to detail at all times.

An ability to work in a pressurised environment to strict deadlines and a proactive approach to problem solving.

Experience of using bespoke software/platforms.

**TERMS OF EMPLOYMENT**

Permanent contract

**Salary**

£10.40 per hour

**Working Hours**

21-37 hours available. Flexible as per agreement, school hours can be considered (Not a term time only post).

**Probationary Period**

There will be a six month probationary period

**Annual Leave**

Annual leave is 25 days pro-rata plus statutory and Bank Holidays

**Travel**

The post may involve travel within, and in some cases, outside of South West and the post holder must be able to manage this as and when necessary. Travel Expenses will be paid at Compass Disability Services rates.

**Disclosure and Barring Service (DBS)**

**Job Type**: Part-time
Part-time hours: 21-25 per week

**Salary**: £10.40 per hour

**Benefits**:

- Casual dress
- Company pension
- Discounted or free food
- Flexitime
- On-site parking
- Sick pay
- Work from home

Schedule:

- Monday to Friday

COVID-19 considerations:
Regular sanitisation of desk and general areas in place. Hand sanitising stations at all exit and entrances. Good ventilation and reduced numbers working in the office at any one time.

Application question(s):

- Name three tasks that you fe