Job Description

Based in the historic city of York, Dalton Terrace Surgery is an old-established family practice offering a friendly personal service from substantial premises in the heart of the city.

Primary Objective of the role of Finance Assistant

Operating as part of our Administration team to provide support to the Practice Manager in managing and coordinating the practice finances, to achieve optimal efficiency and financial performance

Description of the role

Processing of all documentation associated with the practice financial accounts Review income & expenditure statements, identifying any inaccuracies and rectifying Input to the practice accounting system (Sage) Prepare monthly journals for practice rental income, GMS income & payroll Making payments from the practice bank account within agreed timescales Bank account reconciliation Raising invoices & claims for income due to the practice as required Production of financial reports & forecasts Processing monthly payroll for 40+ employees & partners Overtime monitoring & holiday entitlement calculations Update staff training records & issue reminders for mandatory training Undertake any other additional duties appropriate to the post as requested by the Partners or the Practice Manager. Part time role -16 hours per week Salary - dependent on experience.

Confidentiality:

In the course of seeking treatment, patients entrust us with, or allow us to gather, sensitive information in relation to their health and other matters. They do so in confidence and have the right to expect that staff will respect their privacy and act appropriately In the performance of the duties outlined in this , the post-holder may have access to confidential information relating to patients and their carers, Practice staff and other healthcare workers. They will also have access to information relating to the Practice as a business organisation. All such information from any source is to be regarded as strictly confidential Information relating to patients, carers, colleagues, other healthcare workers or the business of the Practice may only be divulged to authorised persons in accordance with the Practice policies and procedures relating to confidentiality and the protection of personal and sensitive data.

Health & Safety:

The post-holder will assist in promoting and maintaining their own and others' health, safety and security as defined in the Practice Health & Safety Policy.

Equality and Diversity:

The post-holder will support the equality, diversity and rights of patients, carers and colleagues, to include.

Personal/Professional Development:

The post-holder will participate in any training programme implemented by the Practice as part of this employment.

Quality:

The post-holder will strive to maintain quality within the Practice.

Communication:

The post-holder should recognize the importance of effective communication within the team and will strive to:

Communicate effectively with other team members Communicate effectively with patients and carers Recognize people's needs for alternative methods of communication and respond accordingly

Contribution to the Implementation of Services:

The post-holder will apply Practice policies, standards and guidance.

Job Type: Part-time

Pay: 14.10-14.50 per hour

Expected hours: 16 per week

Benefits:

On-site parking
Schedule:

Monday to Friday
Work Location: In person

Application deadline: 30/04/2025
Reference ID: FR
Expected start date: 16/06/2025