Trustee & Treasurer

IW Volunteer; Remote; GBP 100,000 - GBP 125,000; Part time

Job summary

A charitable organization is seeking a new Treasurer to maintain financial records and manage bank accounts. The ideal candidate should have previous financial experience, be reliable, organized, and a good communicator. This role involves ensuring the Finance Policy is up-to-date and presenting financial reports to trustees. The position is capable of accommodating volunteers under 16's and 18's with necessary training provided.

Benefits

Expenses reimbursed

Training provided

Ongoing support

Volunteers covered by insurance

Qualifications

• Previous financial experience would be helpful.
• You are reliable, honest and trustworthy.
• You are organized and a good communicator.

Responsibilities

• Maintain financial records and manage bank accounts.
• Pay all invoices agreed by the Chairman.
• Ensure that the Finance Policy is followed.
• Liaise with investment companies.
• Present financial reports to trustees.

Skills

Financial experience

Reliability

Organizational skills

Communication skills

Job description

Worsley's Almshouses, a Charitable Incorporated Organisation (CIO) administered by six voluntary trustees is currently seeking a new trustee to cover the role of Treasurer.

The Almshouses in Crocker Street, Newport, are unfurnished dwellings aimed to provide single accommodation, within the confines of Grade 11 Listed Buildings, for individuals eligible under the Trust Deed.

Responsibilities

• Maintain financial records and manage bank accounts
• Pay all invoices received, once agreed by the Chairman
• Ensure that the Finance Policy is followed, relevant and up-to-date
• Liaise with all investment companies and other partners (bank/accountants)
• Present reports for quarterly trustee meetings and AGM to include an up-to-date spreadsheet giving the current financial situation

Qualifications

• Previous financial experience would be helpful
• You are reliable, honest and trustworthy
• You are organised and a good communicator

Policies and Other Information

• Diversity and equal opportunities policy
• Accessibility
• Age restrictions
• Child Protection
• Complaints Policy
• Confidentiality Policy
• DBS check required
• This is a back office role
• Expenses reimbursed
• Stationery and postage, but not travel expenses to the quarterly meetings
• Health and Safety Policy
• Ongoing support
• The successful applicant will shadow the current treasurer for six months
• Suitable for Duke of Edinburgh Award
• Suitable for Supported Volunteering
• Suitable for Under 16's
• Suitable for Under 18's
• Training provided
• In the Charity's current work practices
• Volunteers covered by insurance

Start and End Dates

Start Date: 01/01/2026

End Date: 31/12/2030

Mon

Tue

Wed

Thu

Fri

Sat

Sun

Morning No No No No No No No

Afternoon No No No No No No No

Evening No No No No No No No

Availability Details

This is an on-going role, however more commitment is needed before and after the quarterly trustee meetings and AGM.

Location

This opportunity has no specific location.

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