Charitable Trust Claims Specialist

at  Peoples Partnership

DESCRIPTION

People’s Partnership have an exciting opportunity to join our growing team as a Charitable Trust Claims Specialist.
This role is a hybrid opportunity with the successful candidate working both at home and in the office.
Main Purpose:
The Charitable Trust Claims Specialist will be responsible for processing business to business charitable funding applications as well as individual, often complex charitable claims. Apply Treating Customers Fairly (TCF) culture and principles, together with the organisation’s values, within area of responsibility.
Skills & Experience:

Essential

• Educated to GCSE Level or equivalent experience
• Relevant work experience, including experience in processing financial or charitable claim requests.
• Experience of dealing with people in distress or in crisis with a proven track record of providing practical, long-term solutions.
• Excellent working knowledge of Microsoft Office packages (e.g. Word, Excel, Outlook), Internet Explorer and Windows Operating System.
• Excellent written and oral communication.

Excellent numeracy skills.
Strong organisational skills and time management

Desirable

• Ability to deal sensitively with enquiries and maintain confidentiality at all times.
• Initiative and judgement to resolve day-to-day problems independently.
• Ability to assess complex cases and prioritise the needs of clients.

People’s Partnership is an equal opportunities employer. We believe everyone has the right to be treated fairly, with dignity and respect. We are committed to treating all our people (and all who apply for a role at People’s Partnership) equally and enabling them to perform at their best and demonstrate what they have to offer. We are a disability committed employer, please let us know if you need any reasonable adjustments made to our recruitment process (application, selection assessments where relevant, and interview) to enable you to show us the best “you”.

Please refer the Job description for details