Customer accounts officer volunteer roles

Closing Date:

We are reviewing applications on a rolling basis and applications will be reviewed as they are received.

The Role:

We are currently seeking a Finance Trustee to join our Board as Treasurer. It’s a voluntary role that requires a committed individual with financial expertise to take a collaborative approach, supporting our Trustees, our Head of Finance and Governance, and our management team to oversee the financial affairs of our charity and ensure that they are legal, constitutional, and within accepted accounting practice.

Our Organisation:

Greener and Cleaner delivers locally but thinks, and influences, nationally. Our vision is greener, healthier, better connected communities across the UK. We seek to achieve this through normalising 360-degree sustainable living, bringing the community together to make changes that can deliver a big impact. We have a non-judgemental peer-to-peer approach, so that all elements of the community feel empowered to take action in how they live, work, and play and in how they use their voice to push for change.

Treasurer Role:

The primary role is to ensure alongside other Trustees that they accept ultimate responsibility for the affairs of G&C and ensure that it is solvent, well run, and delivering the charitable outcomes for which it has been set up. As well as fulfilling the duties of a Trustee, the Treasurer ensures that effective and appropriate financial measures, controls, and procedures are put in place and reports to the Board at regular intervals about the financial health of the organisation.

• Overseeing the presentation of budgets, internal management accounts, and annual financial statements, as produced by the finance team or others where appropriate, to the Board of Trustees
• Ensuring that proper accounting records are kept, and that appropriate accounting procedures and controls are in place. 
• Liaising with any paid staff about financial matters, as appropriate.
• Ensuring that robust and comprehensive financial policies are in place and being implemented, and supporting the development of policies covering financial reserves, and cost management. 
• Overseeing financial controls and adherence to systems. 
• Drawing any major financial concerns to the attention of the trustee and the management team.
• Ensuring that the charity has appropriate reserves in line with its reserves policy, and monitoring and advising on the financial viability of the charity. 
• Advising on the financial implications of the charity’s strategic plan, including overseeing the charity’s financial risk-management process.
• Ensuring that the charity has an appropriate investment policy and that investments and assets are maximised.
• Leading on the appointment of and liaison with external auditors. 
• Overseeing the development and implementation of systems for appraising, mitigating, and reporting corporate risk. 
• Ensuring that the accounts are prepared and disclosed in the form required by relevant statutory bodies – for example, the Charity Commission and/or the Registrar of Companies.
• Keeping the board informed about its financial duties and responsibilities.
• Supporting other Trustees in understanding the charity’s financial position and decision making.
• Contributing to the fundraising strategy of the charity and its ethical fundraising policy.
• Making a formal presentation of the accounts at the Annual General Meeting and drawing attention to important points in a coherent and easily understandable way.

The Person We’re Looking For:

• A finance professional with a firm understanding of charity finance and some experience of fundraising and pension schemes.
• Knowledge of charity fundraising, bid writing, and/or other income generation and/or securing funding through creation or leveraging of partnerships and networks (at a national or local level).
• A strategic thinker with an ability to balance risk and opportunity and the skills to analyse proposals and examine their financial consequences.
• Clear communicator with the ability to explain financial information to members of the Board and other stakeholders.
• Willing to play an active role in areas such as forecasting, setting budgets, and liaising with auditors.

In addition, the Treasurer will also have the responsibilities and qualities of all Trustees.

Responsibilities of All Trustees:

• Demonstrating a commitment to G&C’s objectives
• Contributing to setting the strategic goals and monitoring performance by active participation in Board discussions and decision-making
• Actively assisting the charity to build their connections and partnerships for the purposes of most effectively delivering their goals and fundraising
• Ensuring that G&C complies with its governing documents, the law, and all other relevant documentation
• Helping to identify risks and ensuring appropriate controls are in place
• Helping the Board to make sound decisions by making available their own personal knowledge and experience
• Assisting the Chair to appoint and appraise the performance of the Senior Leadership Team members
• Sharing relevant skills and expertise with the Senior Leadership Team members
• Making all reasonable efforts to attend Board meetings, away days, development meetings, publicity events, and other such public functions as requested by the Chair
• Ensuring the charity’s focus on equality, diversity, and inclusion remains at the heart of its strategy and delivery

Trustee Person Specification:

In addition to the Treasurer role specific above, our Trustees will ideally also demonstrate the following:

• A commitment to the objectives and activities of G&C
• A willingness to devote time and effort to G&C beyond attending board meetings
• Have strategic vision, an ability to think creatively, and an appropriate level of financial literacy
• Understanding of and acceptance of the legal duties, responsibilities, and liabilities of their position
• Have good independent judgement
• Be willing to effectively act as part of a team
• Adhere to the Nolan Principles of public office: selflessness, integrity, objectivity, accountability, openness, honesty, and leadership
• A willingness to allow the Employee/s to make reasonable decisions and to act within the limits prescribed by the Board

To Apply:

To see the full job advertisement with details on how to apply, and to learn more about the role and our organisation, please see the attached supporting documents.

Carers Support Chair of Trustees 

Carers Support is looking for a new Chair of Trustees to lead our Board and support the next stage of our development. This is an important voluntary role for someone with strong board or senior governance experience who wants to make a real difference to unpaid carers. 

About Carers Support 

We are an independent charity supporting thousands of unpaid carers of all ages across Bristol and South Gloucestershire. We provide advice, information, practical help, emotional support, training, young carers services and more. 

About the role 

As Chair of Trustees, you will: 

• Lead the Board and help set the charity’s strategic direction 
• Support and work closely with the Chief Executive 
• Make sure the Board fulfils its legal and governance duties 
• Encourage a positive, open and inclusive Board culture 
• Ensure meetings are well-run and support good discussion and decision-making 
• Help the charity respond to the needs and views of unpaid carers 
• Ensure risks, finances and performance are monitored effectively 

What we’re looking for 

We welcome applicants from all backgrounds and lived experiences. 

We are looking for someone who can bring: 

• Board, governance or senior decision-making experience 
• Calm, confident leadership and good people skills 
• The ability to facilitate effective meetings or a willingness to learn 
• Sound judgement and the confidence to ask questions 
• A commitment to improving the lives of unpaid carers 
• Time to prepare for and attend meetings 

Time commitment 

• 4 board meetings per year (2 hours each) 
• Regular meetings with the Chief Executive 
• Occasional committee meetings, events or development sessions 
• Additional committee meetings, events or development sessions, as required

What you’ll gain 

• A meaningful leadership opportunity with social impact 
• Strategic experience in a respected local charity 
• Supportive induction, training and ongoing guidance 
• A warm and collaborative Board environment 

VOLUNTEER BRANCH CHAIR/COORDINATOR

Across the UK, our 60+ local branches help disabled people live the lives they choose. Our network of skilled volunteers respond to thousands of requests each year to design and make customised equipment free of charge.

As your local Chair or Coordinator, you’ll take the lead in making sure your local branch works as effectively as possible. You’ll recruit, induct, and support other branch volunteers to make sure your branch’s activities meet the needs of your local disabled community.

You’ll bring your leadership, communication, organisation, and motivational skills to this role.

What the role involves

This is a varied role where local need shapes what you’ll be working on, but it often includes:

•  Coordinating the activities of our local branch to undertake and meet the needs of  referrals in your area

• Coordinating and chairing the branch meetings

• Leading the branch’s shared responsibility for planning and completing referrals

• Coordinating the recruitment, induction, and ongoing support of new local branch volunteers

• Working with your Treasurer or Finance Officer to approve branch accounts

• Ensuring the branch’s activities comply with policies to keep people safe

• Regularly communicate and act as a key contact between staff and volunteers

What you’ll need for this role

Essential

• Confident in leading and chairing a meeting

• Confident using Microsoft Office, the internet and email

• Willingness to attend local events to promote the charity’s work

• Ability to understand and follow external and internal policies and procedures

• Able to keep people’s personal details safe

• Willing to follow Remap policies and procedures – and a commitment to our values

Desirable

• Confident in communicating with different audiences, including decision-makers and volunteers

• Able to delegate and motivate the activities of others

• Enthusiastic about raising awareness of the charity’s work in the local area

• Willingness to develop skills and experience

You’ll also need to complete the induction checklist and reference check, and you may need a DBS check if you also have another client facing role.

Why volunteer

When you volunteer with us, you join a community of committed people with a passion for helping to improve the lives of others. We’re a volunteer led organisation and we couldn’t do what we do without your hard work, skills and commitment.

N.B. We’ll reimburse any out-of-pocket expenses during your time with us.

Trustee Opportunity at Citizens Advice
Citizens Advice South Lincolnshire is seeking new trustees to help shape the future of our high-performing advice charity.

With offices in Grantham, Spalding and Stamford, plus outreach centres across the region, we support a population of 225,000 people. Last year, we helped 14,000 clients with 60,000 issues and secured over £7 million of additional income for them. We are here for everyone to help people move on with their lives.

As a trustee, you’d join a well-known, respected charity, influence strategy, strengthen governance and contribute to meaningful change. This is an opportunity to share your expertise with other professional, dedicated trustees, gain valuable experience, build on your leadership and strategy skills, and increase your employability. Prior Board experience is not required.

We welcome expertise in digital media, finance, fundraising, HR, IT, law, marketing, PR, risk management, senior management, local government, or strategy.

What do you need to become a trustee?

Trustees don’t need specific qualifications, but we expect all trustees to have six core skills:

● Insight into the organisation: considering CASL’s objects and its public benefit strategically

● Challenging constructively: clarifying facts; stimulating thought

● Analysing issues: being objective; evaluating risks; using evidence; planning ahead

● Weighing up opinions: using evidence; balancing long- and shortterm; prioritising value

● Interpersonal skills: communicating clearly; listening actively; supporting a healthy culture

● Confidence and self-awareness: collaborating with others; treating everyone with respect.

The Board also values specialist skills as assets among its members:

● experience or qualifications in:

 ‣ business or charity leadership

 ‣ equity, diversity and inclusion

 ‣ facilitation

 ‣ finance and accountancy

 ‣ human resources

 ‣ IT, AI or digital media

‣ law or governance

‣ local government

‣ marketing, PR or communications

‣ risk management, or

‣ strategy development

● past experience as a client or service user of this (or a similar) organisation

● a track record of charitable fundraising, or

● being an effective chair. 

Finally, competent trustees should have these six personal qualities to some extent, and demonstrate them in their behaviours:

● Committed - motivated, dedicated, persevering; plays an active role.

● Responsible - accountable, independent, reliable; accepts collective responsibility.

● Trustworthy - ethical, principled; is a critical friend and focuses on continuous improvement.

● Collaborative - team-oriented, approachable; builds relationships and seeks consensus.

● Confident - independent; contributes constructively and expresses opinions courageously.

● Thoughtful - curious, adaptable, open-minded; appropriately challenges the status quo