Accounts Receivable Officer

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Jocelyn Gray
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Role Employment Status Weeks per year Terms Classification Responsible to Accounts Receivable Officer Permanent full-time 37.5 hours per week 48 weeks per year Monday Friday 8.00 am 4.

1 Role Employment Status Weeks per year Terms Classification Responsible to Accounts Receivable Officer Permanent full-time 37.5 hours per week 48 weeks per year Monday Friday 8.00 am 4.00 pm Education Support Officer Administration Stream Grade 3 Year 1 Accountant About Loreto Loreto College is an independent Catholic Day and Boarding School for girls from Early Learning to Year 12. It is one of many schools throughout the world directed by the Institute of the Blessed Virgin Mary IBVM (also known as the Loreto Sisters). To work in a Loreto school is to be part of a vibrant tradition reaching back to 1609 when Mary Ward established her first school for girls in Europe. A strong belief in the capacity and responsibility of women to contribute significantly to society and to the Church underlies the emphasis in Loreto s education tradition. This is based on Mary Ward s conviction that Women in time to come will do much. In 1905, Loreto in Adelaide opened in Sydenham Road at Norwood. The present site, The Acacias, on Portrush Road was opened in 1921 with 100 students. Today, there are some 700 students from Reception to Year 12 including 58 boarders. The Loreto Schools of Australia Mission Statement embodies this vision: Loreto schools offer a Catholic education which liberates, empowers and motivates students to use their individual gifts with confidence, creativity and generosity in loving and responsible service. Loreto College is an authorised school for the International Baccalaureate Primary Years and Middle Years Program.

It is one of many schools throughout the world directed by the Institute of the Blessed Virgin Mary IBVM (also known as the Loreto Sisters).

2 Position Overview The Accounts Receivable Officer s responsibility is to deliver a high quality financial service that assists in the overall financial management of the College. Key Accountabilities Responsibilities and Expectations Key Performance Indicators Working effectively undertake invoicing, receipting and reporting activities according to specific deadlines; evidence of effective account maintenance practices evidence of efficient practices adopted maintain up-to-date information in the College s family and non-family accounts receivable systems; evidence of meeting deadline expectations maintain an effective billing system by recommending improvements to processes and procedures; perform account reconciliations; evidence of effective debt collection practices evidence that reconciliations are undertaken and completed in a timely manner monitor customer account details for non-payments, delayed payments and other irregularities; follow up, collect and allocate payments in consultation with the Accountant and the Business Manager; evidence of monitoring strategies adopted evidence of a range of effective communication strategies adopted evidence of effective data and reporting practices process School Card Applications and Centrelink Deduction Forms; evidence of effective and efficient administration practices recommend referral of outstanding debts to debt collection; evidence of efficient payment and banking practices liaise with debt collection regarding status of debtors; evidence of maintenance of systems follow established procedures for processing receipts, cash management; liaise with the bank in relation to establishing direct debit arrangements and queries; prepare bank deposits and arrange banking; process adjustments; undertake month-end and year-end close procedures;

evidence of effective account maintenance practices evidence of efficient practices adopted maintain up-to-date information in the College s family and non-family accounts receivable systems;

3 Communication communicate regularly with customers regarding outstanding amounts; attend to and resolve customer queries; communicate effectively with staff to assist in supporting the students development and well-being; evidence of a range of effective communication strategies adopted evidence of good interpersonal and communications skills being adopted communicate accounts receivable and related policies with customers and staff Continuous Learning engage in professional development opportunities or associations in relevant areas which are external to the College; evidence of memberships of associations and committees and participation in professional associations take responsibility for achieving challenging personal professional goals; evidence of participation in personal/professional initiatives develop and sustain a positive image and profile within the Loreto community; engage in reflective reviews with your line manager; Mission and Ethos incorporate Loreto s Mission Statement, its principles and values in all interactions; display empathy and understanding when dealing with the College community; evidence of how values are exhibited evidence of attendance role model Christian values in all dealings with students, staff and parents; fully support the Catholic ethos by taking part in staff and student prayer, retreats, social justice activities and voluntary service; participate in community events; Community provide consistent public support both within and outside of the College for schoolwide policy initiatives and strategic plans; evidence of support of College s goals and strategic objectives maintain a professional standard of dress in accordance with the College s Staff Dress Guidelines; maintain confidentiality at all times and demonstrate high professional standards within the College and community; evidence of availability to participate at College functions evidence attire meets standards evidence confidentiality and high professional standards are maintained at all times

and related policies with customers and staff Continuous Learning engage in professional development opportunities or associations in relevant areas which are external to the College; evidence of

4 Person Specification Personal Qualities Excellent problem solving skills and an ability to analyse accounts receivable trends Demonstrated excellent administrative and organisational skills which are reflected in daily management Superior interpersonal skills, including the ability to listen and communicate effectively and empathetically to achieve successful outcomes Excellent communication skills, both written and verbal, that can be used effectively with staff, students and parents Demonstrated ability to deal with sensitive information in a professional and confidential manner Ability to work independently, be self-motivated and proactive and also be an active and supportive contributor in a team environment Strong attention to detail Strong customer service focus Have an understanding of the Catholic ethos and be supportive of the College s values and expectations Desirable Characteristics Formal qualifications equivalent to Certificate III or IV or 2 years of full time study, or be recognized as having equivalent competency Demonstrated experience in accounts receivable Proficient in Microsoft suite of software

skills, both written and verbal, that can be used effectively with staff, students and parents Demonstrated ability to deal with sensitive information in a professional and confidential manner

5 Work Health and Safety Teachers (including PORs), Non-teaching positions WORKERS This role is deemed to be a Worker under the South Australian Work Health and Safety (WHS) Act As a Worker, while at work you must take reasonable care for your own health and safety take reasonable care that your actions or omissions do not adversely affect the health and safety of other persons comply, in so far as you are reasonably able to, with any reasonable instruction given by the employer cooperate with any reasonable policy or procedure of the employer that is related to health and safety at the workplace that has been notified to workers Reference: Division 4, Section 27 and 28 WHS Act 2012 Annual Review An Annual Review is undertaken with your line manager to provide feedback and discussion for professional growth. APPROVAL Job Description Approved... Print Name Signature Principal or Delegate Date... Print Name Signature Staff Member Date June 2016

persons comply, in so far as you are reasonably able to, with any reasonable instruction given by the employer cooperate with any reasonable policy or procedure of the employer that is related to

6 Applications Applications for the position of Accounts Receivable Officer should be addressed to: Dr Nicole Archard PRINCIPAL Loreto College 316 Portrush Road MARRYATVILLE SA 5068 The position is a permanent full-time position, working 8.00 am 4.00 pm Monday Friday for 48 weeks per year. The position is to commence as soon as possible. Terms and Conditions All applicants will be required to undergo a federal police check and undertake mandatory notification training and Basic Casualty Care. Please attach any relevant certificates to your application. Included with your application Please provide 3 copies of the following documents: Address each of the Selection Criteria outlined in the position description. Your Curriculum Vitae The names, addresses and full contact details of three referees who may be approached. All applicants will be required to complete an Applicant Declaration Form for School Employees which is available on our website. This Form must be submitted with your application. Closing Date Applications close at 4.00 pm on Monday, 20 June 2016

Terms and Conditions All applicants will be required to undergo a federal police check and undertake mandatory notification training and Basic Casualty Care.

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