Charity Treasurer and Trustee

Charity Treasurer and Trustee

Lymington Volunteer 36000 - 60000 £ / year (est.)
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At a Glance

  • Tasks: Manage charity finances, oversee budgets, and ensure legal compliance.
  • Company: Join a dedicated charity making a real impact in the Lymington community.
  • Benefits: Enjoy flexible working hours and the chance to work from home.
  • Why this job: Be part of a team that values empathy and positive change in the community.
  • Qualifications: Financial qualifications and bookkeeping experience are essential; charity finance knowledge is a plus.
  • Other info: Ideal for someone local to Lymington, with a commitment of 1-3 hours per week.

The predicted salary is between 36000 - 60000 £ per year.

  • Bookkeeping

  • Financial management

  • Legal

  • General / operations management

  • Data protection / GDPR

Where

Lymington, SO418QD

Mainly at home

Travel limit? This role would ideally be for someone living in the Lymington New Forest Area, or within 10 miles.

Time

Either in or out of office hours Estimate of time needed:

1-3 hours / week Normally up to three hours per week, up to six when required. Flexible working, with visits to office and monthly Trustee board meetings., The Treasurer, who will also be an active Trustee, will be responsible for the Charity’s finances and business vision, maintain financial controls and ensure we comply with our legal responsibilities as a Registered Charity., * Ensure there are clear, accurate records of the charity’s financial transactions

  • Monitor large donations from individuals, estates, grants etc

  • Manage the charity’s budget, banking facilities and investments

  • Liaise with the NHS Purchasing team to make donations from the Charity

  • Oversee the work of the Charity’s Operations Manger

  • Monitor and report on the financial health of the organisation

  • Provide a monthly Treasurer’s update at monthly Trustee Board meetings

  • File returns with the Charity Commission and ensure the charity complies with accounting policies and regulations

  • Process Gift Aid claims

  • Arrange for annual independent examination of the accounts

  • Professional in approach, positive attitude to getting things done

  • Good communication skills and experience of team working

  • Empathy and understanding

  • An ability to be objective, honest, non-judgemental

  • Able to deal with issues of a confidential nature

Essential skills

  • Financial qualifications and bookkeeping experience

  • Computer literacy: competent using email and office software

Desirable skills/experience

  • Financial management expertise and an understanding of charity finance issues

  • An understanding of charity governance

  • Previous work as charity trustee or treasurer beneficial, but not essential, You will take a keen interest in the work of the charity and …

  • Be professional in approach

  • Enjoy working as a team to get things done

  • Demonstrate a positive attitude and be prepared to speak your mind

  • Be prepared to devote time and energy to your role

  • Display good networking, people, and general life skills

Broad experience in in business, professional, healthcare, or financial areas would be welcome.

It is expected that the work will take approximately 2-3 hours per week, but this may vary between 2 and 6 hours per week, dependent on workload at the time.

It is expected that the Treasurer will attend monthly Trustee meetings to keep up to date with current developments and update the Board of Trustees on financial matters. This will require a summary financial update and provision of comments on matters arising from a financial aspect.

Charity Treasurer and Trustee employer: Lymington Hospital Friends

As a Charity Treasurer and Trustee, you will join a dedicated team committed to making a positive impact in the Lymington New Forest area. We offer flexible working hours, allowing you to balance your responsibilities while contributing to our mission. With opportunities for professional growth and a supportive work culture, this role is perfect for those looking to engage meaningfully with their community while utilizing their financial expertise.
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Contact Detail:

Lymington Hospital Friends Recruiting Team

info@reachvolunteering.org.uk

StudySmarter Expert Advice 🤫

We think this is how you could land Charity Treasurer and Trustee

✨Tip Number 1

Familiarize yourself with the specific financial regulations and accounting policies that apply to charities. This knowledge will not only help you in the role but also demonstrate your commitment and understanding during discussions with the board.

✨Tip Number 2

Network with other charity treasurers or trustees in your area. Engaging with professionals who have experience in similar roles can provide valuable insights and may even lead to recommendations for your application.

✨Tip Number 3

Showcase your ability to communicate complex financial information clearly. During interviews or meetings, practice explaining financial concepts in a straightforward manner, as this is crucial for effective collaboration with the board.

✨Tip Number 4

Demonstrate your passion for the charity's mission. Be prepared to discuss how your skills and experiences align with the charity's goals, and express your enthusiasm for contributing to its success.

We think you need these skills to ace Charity Treasurer and Trustee

Bookkeeping
Financial Management
Legal Compliance
Data Protection / GDPR Knowledge
Budget Management
Banking Facilities Management
Investment Oversight
Communication Skills
Team Collaboration
Empathy and Understanding
Objectivity and Honesty
Confidentiality Handling
Financial Qualifications
Computer Literacy
Charity Finance Expertise
Charity Governance Understanding
Networking Skills
Professionalism
Positive Attitude
Time Management

Some tips for your application 🫡

Understand the Role: Make sure to thoroughly read the job description for the Charity Treasurer and Trustee position. Understand the responsibilities, required skills, and the charity's mission to tailor your application accordingly.

Highlight Relevant Experience: In your CV and cover letter, emphasize any financial qualifications, bookkeeping experience, and previous roles in charity governance or as a trustee. Use specific examples to demonstrate your expertise in financial management and compliance.

Show Your Passion: Express your genuine interest in the charity's work and mission in your application. Mention any personal connections or experiences that motivate you to contribute to the charity's goals.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your professionalism and attention to detail, which are crucial for the role of Treasurer.

How to prepare for a job interview at Lymington Hospital Friends

✨Show Your Financial Expertise

Be prepared to discuss your financial qualifications and bookkeeping experience in detail. Highlight any relevant roles you've held, especially those related to charity finance, as this will demonstrate your capability to manage the charity's finances effectively.

✨Understand Charity Governance

Familiarize yourself with the principles of charity governance and the specific legal responsibilities that come with being a Treasurer and Trustee. This knowledge will show that you are serious about compliance and the ethical management of the charity.

✨Communicate Clearly and Confidently

Good communication skills are essential for this role. Practice articulating your thoughts clearly, especially when discussing financial updates or addressing board members. Being able to convey complex information simply will be a key asset.

✨Demonstrate Team Spirit

Emphasize your ability to work collaboratively within a team. Share examples of past experiences where you successfully contributed to a team effort, particularly in financial or operational contexts, to illustrate your commitment to teamwork and getting things done.

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