Last updated: March 2018 JOB DESCRIPTION Post title: Expenses and Payments Assistant Academic Unit/Service: Professional Services Faculty: Finance, Expenses, Payments and Purchasing Career Pathway: Management, Specialist and Administrative (MSA) Level: 2a *ERE category: n/a Posts responsible to: Level 3 Expenses Team Leader Posts responsible for: None Post base: Office-based/Non Office-based (see job hazard analysis) Job purpose To provide administrative support to Expenses and payment processes and its internal and external customers to resolve payment queries. Be responsible for assisting in the administering of the expense claims ensuring at all times the service delivered meets customer needs and compliance to the relevant policies & procedures and the University’s financial regulations. To assist in covering the help desk customer service skills. To have excellent communication skills both verbally and written. To be able to advise end users on basic processes used. To have good attention to details and have accurate data entry skills. Key accountabilities/primary responsibilities % Time Receive and process expense claim requests on behalf of end users in a professional 50 % manner ensuring compliance and payment dates are met. Process financial claims relating to University purchasing cards, private travel expenses, requisitions for payment and cash advances. This will include the checking, giving advice, dealing with basic queries. Ensure attention to detail when compliance checking any documents in accordance with finance regulation and the expenses and benefits manual. Provide advice on how to process and expense claim and have good knowledge of the 5 % policy. Liaise with payments staff where necessary with standard payment and expense queries. 10 % To analyse, manipulate and interpret data, to produce basic reports. 5%
Last updated: March 2018 JOB DESCRIPTION Post title: Expenses and Payments Assistant Academic Unit/Service: Professional Services Faculty: Finance, Expenses, Payments and Purchasing Career Pathway: Management, Specialist and Administrative (MSA) Level: 2a *ERE category: n/a Posts responsible to: Level 3 Expenses Team Leader Posts responsible for: None Post base: Office-based/Non Office-based (see job hazard analysis) Job purpose To provide administrative support to Expenses and payment processes and its internal and external customers to resolve payment queries. Be responsible for assisting in the administering of the expense claims ensuring at all times the service delivered meets customer needs and compliance to the relevant policies & procedures and the University’s financial regulations. To assist in covering the help desk customer service skills. To have excellent communication skills both verbally and written. To be able to advise end users on basic processes used. To have good attention to details and have accurate data entry skills. Key accountabilities/primary responsibilities % Time Receive and process expense claim requests on behalf of end users in a professional manner ensuring compliance and payment dates are met. Process financial claims relating to University purchasing cards, private travel expenses, requisitions for payment and cash advances. This will include the checking, giving advice, dealing with basic queries. Ensure attention to detail when compliance checking any documents in accordance with finance regulation and the expenses and benefits manual. 50 % Provide advice on how to process and expense claim and have good knowledge of the policy. 5 % Liaise with payments staff where necessary with standard payment and expense queries. 10 % To analyse, manipulate and interpret data, to produce basic reports. 5%
0999-18%20Expenses%20and%20Payments%20Assistant.docx