Summary:

20 Days Quick Project 

Responsibilities:

• Assist in administering Court of Protection and Appointee cases for the nominated Deputy/Appointee.
  
• Manage an allocated caseload from new referral through to daily maintenance, consulting with the Deputy/Adult Care workers for necessary authorizations.
  
• Follow procedures for deceased cases promptly.
  
• Ensure correct management and claiming of benefits and income for service users, seeking professional advice when needed.
  
• Reconcile and update client bank accounts in the case management system.
  
• Ensure timely claims of monies and payment of liabilities.
  
• Manage weekly diary activities, daily bank reconciliation, invoice processing, and cash provisions.
  
• Handle incoming correspondence and emails daily, and maintain filing systems for the team.
  
• Address telephone inquiries, providing advice or referrals to team members as needed.
  
• Assist in maintaining and updating the case management system.
  
• Contribute to the ongoing review of procedures and share insights with colleagues for continuous improvement.
  
• Help develop and maintain record-keeping systems for client possessions.
  
• Maintain effective relationships and communication with stakeholders involved in Deputyship and Appointeeship roles.
  
• Perform other duties aligned with the role's general character and responsibility level.
  

• Experience in case management or a related administrative role.
  
• Strong organizational and communication skills.
  
• Ability to manage financial records and reconcile accounts.
  
• Proficiency in using case management systems and online banking.
  
• Ability to work collaboratively with a team and maintain stakeholder relationships.
  
• Attention to detail and ability to handle sensitive information confidentially.