Volunteer Finance Assistant wanted

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21st February 2023

 

 

Volunteer Finance Assistant

Job Description

Dorchester Poverty Action (DPA), a local charity set up in  1994, makes grants to local people who are in a financial crisis, who live in DT1 and DT2 post code areas and are referred for help by a professional who knows their circumstances. The charity is run by a group of Trustees (all working entirely voluntarily), who are supported by a larger advisory group of people representing local churches and agencies.  There are at least 4 meetings a year when all these people meet together.

DPA’s Treasurer is a Trustee and is supported by this post of voluntary Finance Assistant. These two must work together as a team with good communication between them.

Tasks of the volunteer Finance Assistant

  1. Setting up online payments of grants at the request of the grants team. The payment has to be authorised by a trustee (usually treasurer).  The two processes are carried out as quickly as possible, so that the local person or family in crisis is helped promptly.
  2. Maintaining a spreadsheet showing income and expenditure by categories and checking these against bank statements.
  3. Maintaining Gift Aid records showing Gift Aid declarations received from individual donors and the amount donated by each of those individuals. (This excludes Gift Aid claimed automatically for all online donations.)
  4. Purchasing bulk order of Coop gift cards three times a year.  The distribution is organised by another volunteer. 
  5. Attending the quarterly meetings of the trustees and advisory group is open to this role, if he or she would like to attend, but it is not essential
  6. Currently the time involved is between 0-3 hours per week depending on the number of grants authorised and 3-4 hours per month updating the income and expenditure account.  This work can be carried out whenever suits the volunteer but the charity prides itself on setting up the grants BACs payments as quickly as possible.

As this role involves handling confidential information about individuals, we ask you to complete a short application form.   

The work of the volunteer Finance Assistant is all ‘behind the scenes’ but is a vital part of keeping this local charity running smoothly and is much appreciated.

 

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