Client Affairs Officer

Job title:

Client Affairs Officer

Company

Liberata

Job description

A Client Affairs Officer is required to join the Appointee & Deputyship team. The team provide a comprehensive customer focused service on behalf of vulnerable individuals, under the direction of the Office of Public Guardian and Department of Work & Pensions.Key tasks and responsibilities:

• To submit applications for the appointment of Corporate Deputy and/or Appointee by liaising with the DWP and Court of Protection.
• To be responsible for the day to day financial management and reporting of a caseload of Deputyship and Appointeeship cases ensuring that the client’s money is correctly received and accounted for while their bills are paid in a timely manner.
• To be responsible for responding to requests for Protection of Property, Community Funerals and, where appropriate, dealing with the Sale of Properties.
• To carry out weekly reconciliations of Client Bank accounts and prepare annual returns to the Court of Protection and Inland Revenue where necessary.
• To claim and maximise entitlement to Welfare Benefits on behalf of the client where appropriate.
• Maintain an up to date knowledge of legislative guidance in respect of managing the affairs of vulnerable clients.
• To be responsible for making referrals to the Government Legal Department (GLD) for disposal of deceased clients estate.
• To work with colleagues in a professional manner to meet company standards, achieve quality levels and comply with contractual targets and deadlines.
• Any other duties as required, commensurate with grade and responsibility at any location within which the business requires.

Essential Skills and Attributes:

• Previous experience of working with vulnerable adults in a financial environment.
• Excellent numeracy skills.
• Strong oral and written communication skills.
• Good IT skills encompassing the ability to use Microsoft Excel, Word and Outlook.
• Excellent attention to detail with the ability to work to a high degree of accuracy whilst being able to organise and prioritise workloads even when under pressure.
• Ability to communicate clearly and logically to our customers with patience and understanding, especially when communicating with any vulnerable individuals.
• GCSE or equivalent in Maths and English at grade C or above.
• Must have access to car in order to carry out the duties of this role.

Liberata is one of the UK’s leading providers of business process outsourcing and support services for the public and commercial sectors.Founded in 1975, Liberata has been serving central and local government for over 45 years as a trusted and reliable operating partner. Delivering specialist business process services where business knowledge is critical at every stage, our highly experienced and dedicated teams care about helping governments get results and achieve the highest levels of service.Many of our services and solutions are available for procurement under various Government frameworks.

Expected salary

£30334 – 35475 per year

Location

Bromley, Greater London

Job date

Sun, 10 Nov 2024 04:05:46 GMT

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