Finance Assistant (Care Management Team)
Service: Finance
Grade scale: Grade 2 level 3
Reports to: Finance Officer
Purpose of the job
To undertake Care at Home brokerage, co-ordination of care offers and conclusion of call on and call off contracts, in accordance with contractual terms and in accordance with Social Work priorities.
Key tasks and responsibilities
Undertake the brokerage of care packages, as specified by Social Work Resources, in accordance with terms set out in the appropriate contract.
Ensure timeous circulation of Care at Home brokerage requirements, and processing of offers received for care, to conclusion of call on and call offs.
Maintain call on contracts through regular changes to care packages as determined by Social Work Resources.
Ensure relevant and up to date information is recorded accurately to all service users on Swis (Social Work Information System) and within specified spreadsheets.
Provide advice and guidance on call off contract issues to Social Work and provider groups, using specialist knowledge of contract terms, tasks and care requirements.
Person specification
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Criteria |
Essential |
Desirable |
|---|---|---|
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Education, qualification and training |
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Ability to understand and apply predetermined contractual and brokerage procedures |
|
Skills, knowledge and experience |
Ability to maintain accurate records on systems such as SWIS and spreadsheets Ability to respond timeously to calls, emails, and letters Ability to handle sensitive and confidential information Understanding of call‑on/call‑off contracts and ability to apply contract terms Demonstrates strong written and verbal communication skills, including the ability to present ideas clearly |
|
|
Personal qualities |
Inclusive and supportive team player Punctual, conscientious approach to work Ability to prioritise and organise workload, deliver results against agreed timescales and achieve deadlines and targets Promotes equality and respects diversity Shares knowledge and supports colleagues |
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| Other |
To demonstrate behaviours consistent with honesty and openness: treating people consistently, fairly and with respect To work in a flexible, adaptable manner and to always act with discretion and tact |
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.