Payroll & Managed Accounts Administrator

Post Title: Payroll & Managed Accounts Administrator

Responsible to: Payroll/ Managed Accounts Managers

Hours: 20 hours per week

Based at: Head Office – Old Arley/Home Based

The Rowan Organisation provides support services which enable people to maximise their opportunity for independent living.
The role of the Payroll & Managed Accounts Administrator is to support the payroll and managed accounts service on behalf of the organisation, to support people in receipt of a Direct Payment or a Personal Health Budget, by managing their payroll and/or their managed account to support them to gain independence.

In carrying out their duties the Payroll & Managed Accounts Administrator should be mindful of the need to maximise the opportunity for self determination and to work in a way which empowers people to take and maintain control of their own lives.

Payroll & Managed Accounts Administrators should also work in a way which recognises the individual's cultural needs and ensures adherence to the Organisation's Equal Opportunities Policy.

General Duties and Responsibilities:

Provide telephone liaison with customers and outreach staff, verifying and recording messages through our CRM system and raising activities accordingly.

Operate within the Quality Assurance measures required by the organisation.

Maintain the administrative requirements of this post, both in paper and electronic format, including the use of the organisation`s IT systems.

Ensure that information for individuals is presented in an accessible format that is specific to individual requirements.

Contribute toward the administrative tasks of the team meetings by taking and disseminating the minutes to all team members.

Liaise with other agencies as necessary.

Payroll Specific Duties:

Provide an accurate payroll service using sage payroll to clients as required and maintain all relevant records.

Liaise with HM Revenue & Customs, contribution agencies etc., in relation to administration of PAYE service for the clients.

Maintain accurate records in relation to all aspects of PAYE.

Support the production of all payroll invoices against the appropriate account.

Process and submit financial records on behalf of customers, according to their individual requirements.

Process all statutory payments on behalf of customers, in accordance with their instruction.

Provide support in all aspects of Auto-Enrolment Pensions.

Managed Account Specific Duties:

Raise invoices, receive payments, issue receipts and record all payments received against the appropriate account.

Process and verify purchase invoices and payments to PAs on behalf of customers in accordance with their instruction.

Monitor income and expenditure on customer accounts, in accordance with organisational protocol, and to ensure that transactions comply with agreed parameters.

Liaise with funding bodies where discrepancies are raised via the exception reports.

Process and submit financial records on behalf of customers, according to their individual monitoring requirements.

Process all statutory payments on behalf of customers, in accordance with their instruction and within the stipulated timescales.

Liaise with the customers preferred Employers Liability Insurance provider in terms of ensuring that appropriate policies are established and maintained.

Ensure, where necessary and appropriate, that Employers Liability Insurance policies are forwarded to the relevant stakeholders.

Ensure that Personal Contributions are established and maintained in accordance with agreed funding instructions.

General:

Work in a collaborative manner with other staff members within The Rowan Organisation.

Attend staff meetings and personal supervision.

Attend and participate in training courses as deemed necessary.

Contribute to the planning and development of the organisation`s work by attending meetings and working groups as required.

Participate in all Personal Development Opportunities and to achieve the required level of competency for the role, within the agreed timescale.

Positively promote and publicise the organisation and its services to all potential stakeholders.

Any other duty which may from time to time be allocated, providing these fall within the role of Payroll & Managed Accounts Administrator.