Volunteer Money Advice Administration Support

Flexible hours minimum 1 or 2 half days worked between Monday to Thursday to be agreed.

Main duties and responsibilities 

• Managing diaries / phoning clients re: missed appointments and confirming / rescheduling appointments
• Answering the telephone, taking messages and managing voicemail
• Logging incoming mail on Casebook
• Using templates as appropriate, drafting client care letters / other follow up letters

• Follow up with clients to ascertain the outcomes of advice, and recording these on Casebook

• Updating databases and information systems.
• Filing, archiving and tidying files
• Closing of cases against a list
• Moving, scanning and attaching of documents to Casebook
• Deleting files as appropriate
• Shredding

Personal skills and qualities

• Ability to use IT e.g. basic keyboard / data entry skills
• Flexibility and willingness to work as part of a team
• Good communication skills, both written and oral
• Good organisation skills
• Sensitivity to the needs of others