Office Administrator

Posted 22 February by Step Change Debt Charity Easy Apply

Office Administrator (This role is known as a Data Verifier on the website)

Location: Leeds               

Salary: £16,439 per annum

Monday to Friday (9am to 5pm)

About the company:

Here at StepChange Debt Charity we help people get their finances back in shape and their lives back on track. This is what makes us the UK’s leading debt charity.

Working here is rewarding because you’re not just doing a job, you’re making a genuine positive difference to people when they need it most.

As the Office Administrator you will be ensuring all relevant documentation has been received and verified in accordance with guidelines, in order to set up repayment plans ensuring all activity meets charity and OFT guidelines. The data will be obtained via telephone, email, SMS and letter contact with clients. Once all information is gathered the data verifier must then allocate creditor codes to individual debts to ensure payments are disbursed accurately to the correct creditors.

Duties of the Office Administrator:

  • Log paperwork received from clients and scan accurately into the system
  • Process paperwork received by clients checking that their signed agreement has been received, along with account numbers for each of their debts
  • Check the client’s proof of income matches the amount given during the debt advice session. Calculate the clients income where required
  • Complete a ‘Know Your Client’ anti-money laundering check and/or request relevant missing information from client prove ID or address if required
  • If the income cannot be verified call the client to discuss the differences in the budget and proof of income. Update the budget where required and agree the new monthly payment amount with the client. Confirm the term of their plan if this changes
  • Refer exceptions such as income verification outside the parameters, priority debts on the list of creditors, arrears with priority expenditure, multiple budget changes and complex debt collection questions to a Debt Advisor
  • Enter budget and personal information in the system for partner referrals and send the client the relevant information
  • When all information has been received set up new plans, sending communications to clients and creditors
  • Set up a Direct Debit over the over the telephone or by paper mandate where required
  • Train in and understand the basic debt collection process to fulfil requirements of role and ensure knowledge is kept up-to-date

Requirements of the Office Administrator:

  • Previous administration experience
  • Must have working knowledge of MS Word
  • Telephone and/or face to face customer service experience
  • Experience of MS Outlook or similar would be advantageous (desirable)   
  • Good understanding of processes and being able to identify when issues are outside remit (desirable)
  • Telephone experience (desirable)

Office Administrator Benefits:

  • 24 days holiday increasing by one per year (up to a maximum of 29) with the ability to buy and sell annual leave
  • Childcare voucher scheme
  • Season ticket loans
  • Cycle to work scheme
  • Assisted study programme
  • Group personal pension plan
  • Westfield Health cash plan
  • Employee assistance programme
  • Financial planning
  • Long service awards

If you meet the requirements and feel that this Office Administrator role is right for you then please apply today!

Reference: 34536905

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