Clerical Assistant - Finance Section
Service: Finance Services
Grade scale: Grade 1 Level 4
Reports to: Administration Officer
Purpose of the job
To provide a comprehensive advice and information service in relation to the Procure to Pay function to all external creditors and all internal resources.
Key tasks and responsibilities
- Provide support for corporate initiatives and processes.
- Interrogate/process invoices on a computerised system (Oracle Fusion).
- Process customer enquiries dealing with routine issues.
- Control workflow data within the resource, in Fusion, all processing staff are responsible for workflow processes.
- Process and print sensitive info using computers, maintain financial analysis on spreadsheets.
- Apply external statutory requirements regarding VAT Internal Audit, and standing order requirements for the processing of creditors function.
- Interrogate and process Construction Industry Tax payments and correspondence in conjunction with HMRC guidelines.
Person specification
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Criteria |
Essential |
Desirable |
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Education, qualification and training |
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IT skills including, Microsoft Word, Outlook and Excel. Experience in using Oracle FMS |
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Skills, knowledge and experience |
Experience of maintenance, development and interrogation of database systems Work in a highly professional manner, exercising confidentially and discretion at all times Demonstrable organisational and time management skills, with the ability to prioritise and manage multiple tasks. Effective communication skills, both verbal and written Strong customer care and interpersonal skills, with the ability to respond to enquiries in a professional and helpful manner. |
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Personal qualities |
Ability to respond effectively to changing priorities Ability to prioritise workload, deliver results against agreed timescales and achieve deadlines Inclusive and supportive team player To work in a flexible, adaptable manner and to always act with discretion and tact |
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Other |
To demonstrate behaviours consistent with honesty and openness: treating people consistently, fairly and with respect |
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Safer recruitment checks
As part of our approach to good practice and safer recruitment we carry out a number of pre-employment checks.
- Asylum and Immigration right to work in the UK.
- Reference check: external candidates require 2 references, one of which must be from present or most recent employer; Internal candidates require 1 reference from current line manager.
- Candidate Disclosure Scotland check, where applicable.
Behaviour framework
The council’s behaviour framework is a set of core behaviours that defines how employees approach work to enable the delivery of key tasks for the role. The expected behaviours for this role are:
Efficient
- Punctual and conscientious in your approach to work.
- Use council resources efficiently, avoiding waste and unnecessary expense.
- Identify inefficiency in processes and communicate this to your manager.
- Meet deadlines and targets in your day-to-day work.
- Understand the impact of wasteful behaviours on the environment and you act to minimise this impact.
- Use of information technology to achieve best outcomes.
Flexible
- Willing to learn new tasks and accept new ways of working.
- Willing to be flexible in your approach to work to meet changing service delivery needs, deadlines, and urgent priorities.
- Help team members when they have urgent deadlines and prioritise your work accordingly.
- Understand the need for change and are open to this across your working life.
Performing
- Is polite, professional and friendly to customers and apply customer care standards and attitudes at all times.
- Works safely to maintain the safety of yourself and other raising concerns about unsafe working practices.
- Meets standards of work required in your role in terms of quality and output.
- Uses initiative to solve problems and raise potential issues.
- Acknowledges when mistakes are made and learns from them.
- Seeks feedback on your performance to learn and improve.
Working with others
- Works alongside internal and external colleagues to meet common objectives.
- Has professional relationships with colleagues and is aware of dignity at work standards.
- Actively and respectfully listens to people in order to understand them and their views.
- Contributes appropriately in team and other meetings and discussions.
- Presents words and views clearly in a way that other people find meaningful.
- Respect diversity and promote equality of opportunity when working with colleagues and members of the public.
Leading
- Role models the standards of behaviours expected of a South Lanarkshire Council employee.
- Displays and enables leadership through sharing knowledge and skills, seeking guidance and providing support to your colleagues, team and the wider community.
- Is aware of and adheres to professional codes of practice and the council’s code of conduct and understand how these impact on employment with the council and public perception of council employees.