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Location

Lymington, Hampshire | United Kingdom

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Job description

With over 500 members, Lymington u3a is a flourishing organisation which therefore generates quite a bit of work for the Treasurer, and we now wish to split the role with a bookkeeper maintaining the financial records.

What will you be doing?

The new bookkeeper will work with the Honorary Treasurer to

• To receive and bank all monies.  
• To maintain accurate records of all monies received attaching all relevant paperwork. 
• To issue receipts for all cash payments. 
• To enable the Treasurer to chase up debts promptly. 
• To enable the Treasurer to ensure that all the u3a’s financial obligations are met quickly and efficiently.   
• To maintain accurate records of all payments with supporting paperwork and a detailed log of online payments.  
• To record all financial transactions. 

The bookkeeper will also provide information to the Treasurer to enable him/her:

• To answer questions from members on the u3a’s financial position. 
• To prepare regular financial statements and reports for the committee in language which can be easily understood so that informed decisions can be made. 
• To present year-end accounts for u3a bank accounts with all relevant paperwork to be examined/audited as soon as possible after the year-end and in good time for the AGM. 
• To present the year-end accounts at the AGM. 
• To keep financial records, paperwork and correspondence for at least 6 years. 

u3as are independent charities and are encouraged to use Beacon, which is an on line management system designed by u3as, for u3as. It provides a simple interface for managing members, groups and finances. Beacon is available to all u3as in the UK that wish to take advantage of it. Beacon currently provides nearly 600 individual u3as with a secure, efficient and effective means of managing their day-to-day business functions.

What are we looking for?

We need a skilled and competent bookkeeper with AAT-level qualification, able to work on his/her own initiative, and if possible willing to use the online u3a Beacon system as the accounts are currently held on this. The ability to support and work closely with the Honorary Treasurer is also important. The work can be undertaken remotely with meetings with the Treasurer by Zoom if necessary.

What difference will you make?

The support of the bookkeeper will enable Lymington u3a to function more effectively and make it easier for the Treasurer to supply necessary financial information to the Trustees and to exercise his/her role.

Before you apply

Applicants will be invited to discuss the role with the Chairman.

Causes

• Education
• Older people / later life

Organisation type: 

Charity

Lymington u3a (University of the Third Age) is a member of a UK-wide collection of more than 1,000 locally-run organisations that provide opportunities open to all in their third...

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