Trust and Finance Officer

Key Responsibilities

Financial:

• Raising purchase orders, processing purchase invoices & expenses & making payments.
• Ensuring appropriate backup is saved within Xero to support accounting transactions.
• Liaising with wholesale customers, raising sales invoices and reviewing ageing debtors following up on payments.
• Routine communication regarding financial information with regulators and banks.

Board of Trustees & CEO support:

• Arranging Board and committee meetings - securing dates, venue bookings, preparing and collating papers and presentations, taking minutes and facilitating actions.
• Coordinate Trust policy reviews and ensure these are completed in a timely manner
• Organising team meetings, team awaydays and collating and sharing information and notes arising from those sessions

Recruitment & HR:

• Preparing documentation & placing adverts.
• Organising interviews both in person and online.
• Processing documentation - new starter details, contracts & updating the HR system.
• Organising and booking staff training as required.
• Arranging DBSs for staff and trustees as required.

Retail:

• Monitoring online stock levels, placing orders for merchandise, and liaising with our fulfilment centre.
• Ensuring our retail management system contains up to date data, by reviewing stock takes, accurately processing orders and updating the database as appropriate.
• Producing quarterly stock take reports.
• Supporting the sales team at Port Lockroy.

General:

• Monitoring inbox, office telephone & postbag
• Working flexibly with colleagues in the broader support of the aims of the Trust. Providing ad hoc administrative support as required.
• To ensure at all times the reputation of the Trust is maintained and enhanced through our work and to undertake all of these with our values at heart & a high regard for both Health & Safety + Equal Opportunities.

Job Requirements

Knowledge & Experience

• Knowledge & experience of basic financial processes
• Working knowledge of accountancy software: Xero and Excel
• Experience of organising & supporting meetings, inc. minute taking
• Experience of working in the charity sector
• Knowledge of bookkeeping
• Experience in handling public enquiries
• Knowledge of charity governance

Skills, Abilities & Attitude

• Excellent communication skills - written and verbal
• Excellent customer service skills
• High level of attention to detail
• Excellent IT skills: MS Office, familiarity with databases
• Ability to analyse data & produce concise reports
• Skilled in organising meetings, taking great minutes, & supporting the board
• Understanding of the need for professional confidentiality
• Team player with high levels of initiative
• Flexible & adaptable
• Self-motivated & able to work without direct supervision
• Highly organised & efficient, able to work under pressure
• Committed to health & safety + promotion of equality

Terms

UKAHT is committed to providing excellent terms and conditions of employment for all employees.

Location: This position is based in our Cambridge office, where we operate a hybrid working model - a flexible blend of homeworking with essential office-based work at the office at High Cross, Madingley Road, Cambridge, CB3 0ET.

Salary: £28,000 pro rata

Working Hours

• 30 hours per week, Monday to Friday.
• Flexible working hours available; to be agreed upon appointment.
• You will also be required from time to time to work occasional evenings and weekends for which you will be granted time off in lieu.

Holidays: 25 days pro rata per year of paid leave plus the usual public holidays.

Expenses: All reasonable travel costs incurred as part of the role will be reimbursed as per UKAHT policy.

Probation period: The appointment will be subject to an 6 month probationary period

Notice period: Upon completion of the probationary period, the period of notice will be eight weeks by either party.

Location: Cambridge, GB

Posted Date: 10/3/2024