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To make appointments with clients to complete the financial assessments for services such as residential/nursing care and Domiciliary Care.
The Financial Assessment and Benefit Clerical Officers role to provide day to day administrative support to the FAB to and to support the key aspects of the FAB Service which involves maximising the income to the Torbay and South Devon NHS Foundation Trust in accordance with national and local charging policies for both residential and non-residential care services through a fair and accurate financial assessment process; whilst actively promoting the take up of welfare benefits throughout the community of TorbayTo make appointments with clients to complete the financial assessments for services such as residential/nursing care and Domiciliary Care. There are approximately 80 referrals for FAB assessment weekly and these are processed by the clerical officer and involves booking the assessment with the client either by phone, email or by post. The coordination of 8 officer diaries is crucial to ensure the team functions efficiently. To explain the intricacies of the financial assessment with clients who are accessing services at possibly a traumatic time in their lives
The Financial Assessment and Benefits team provide a key service for people who have Social Care support and services that they may need to contribute to following a financial assessment. We want to ensure that people who have contact with the FAB Team have a fair, accurate and timely assessment to identify what their contribution, if any, may be.
For further details / informal visits contact: Name: Rachel Harris Job title: Financial Assessments and Benefits Service Manager Email address: Telephone number:
The Financial Assessment and Benefit Clerical Officers role to provide day to day administrative support to the FAB to and to support the key aspects of the FAB Service which involves maximising the income to the Torbay and South Devon NHS Foundation Trust in accordance with national and local charging policies for both residential and non-residential care services through a fair and accurate financial assessment process; whilst actively promoting the take up of welfare benefits throughout the community of Torbay
To make appointments with clients to complete the financial assessments for services such as residential/nursing care and Domiciliary Care. There are approximately 80 referrals for FAB assessment weekly and these are processed by the clerical officer and involves booking the assessment with the client either by phone, email or by post. The coordination of 8 officer diaries is crucial to ensure the team functions efficiently. To explain the intricacies of the financial assessment with clients who are accessing services at possibly a traumatic time in their lives
The Financial Assessment and Benefits team provide a key service for people who have Social Care support and services that they may need to contribute to following a financial assessment. We want to ensure that people who have contact with the FAB Team have a fair, accurate and timely assessment to identify what their contribution, if any, may be.
For further details / informal visits contact: Name: Rachel Harris Job title: Financial Assessments and Benefits Service Manager Email address: Telephone number:
To make appointments with clients to complete the financial assessments for services such as residential/nursing care and Domiciliary Care. There are approximately 80 referrals for FAB assessment weekly and these are processed by the clerical officer and involves booking the assessment with the client either by phone, email or by post. The coordination of 8 officer diaries is crucial to ensure the team functions efficiently. To explain the intricacies of the financial assessment with clients who are accessing services at possibly a traumatic time in their lives
The Financial Assessment and Benefits team provide a key service for people who have Social Care support and services that they may need to contribute to following a financial assessment. We want to ensure that people who have contact with the FAB Team have a fair, accurate and timely assessment to identify what their contribution, if any, may be.
For further details / informal visits contact: Name: Rachel Harris Job title: Financial Assessments and Benefits Service Manager Email address: Telephone number:
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Useful skills for a Clerical Officer:
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To work as a Clerical Officer in the UK, you typically need a combination of administrative, communicative, and IT skills. Here are the key skills that are often required or beneficial for this role:
1. Organizational Skills: Ability to maintain files, records, and documents in an orderly manner, and to manage multiple tasks efficiently.
2. Attention to Detail: Accuracy is crucial in data entry and record-keeping, as clerical officers often deal with sensitive information.
3. IT Skills: Proficiency in using office software such as Microsoft Office (Word, Excel, Outlook) and familiarity with databases and other office equipment.
4. Communication Skills: Strong verbal and written communication skills are necessary for interacting with colleagues, clients, and stakeholders.
5. Customer Service Skills: Ability to deal courteously and effectively with members of the public and respond to inquiries.
6. Problem-Solving Skills: Ability to identify issues and find effective solutions can be helpful in managing day-to-day office challenges.
7. Time Management: Ability to prioritize tasks to meet deadlines and manage one's own time effectively in a busy work environment.
8. Teamwork: Ability to work well within a team and support colleagues in achieving common goals.
9. Confidentiality and Discretion: Understanding the importance of confidentiality, especially when handling sensitive personal information.
10. Basic Numeracy Skills: Ability to perform basic arithmetic, which is often necessary for handling invoices, budgets, and financial records.
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