Trustee & Hon. Treasurer
Volunteer Role Description
Job Title: KLS Trustee – Hon. Treasurer
Position: Voluntary
Days/Hours: 0.5 day/month incl. 6 main meetings per year
Location: 108 Battersea High Street, London SW11 3HP
Responsible to: Chair of Trustees
Expenses: Expenses paid
Note: This is a comprehensiverole description, which may develop over time with the advent of a new Trustee Treasurer. It is a strategic role and will work closely with the Chair of Trustees and the Director of KLS. Please do call Aaron Barbour (details below) for an informal chat to find out more.
About Katherine Low Settlement
Katherine Low Settlement is a multi-purpose charity that has been serving the communities of Battersea and Wandsworth since 1924. We are dedicated to tackling poverty and building stronger communities.
We run a range of our own community projects to support children and their families, older people, newly-arrived communities, and in the future with unemployed people. We also invite other charities and community groups to operate out of our premises – so together we can meet the diverse needs of the local communities of Wandsworth. Each week we work with 38 charities supporting more than 500 people.
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About the Trustees
The Board of Trustees is the legal guardian of the Katherine Low Settlement. Trustees are elected by the membership at the Annual General Meeting, and are selected on the basis of the experience, skills and expertise they bring to further the main objectives of the Settlement. The Board seeks to reflect the diversity of our community with respect to age, ethnicity and disability and a representation of a variety of backgrounds.
Why join the KLS Board of Trustees?
Our trustees find being a member of the board a rewarding experience where they get the opportunity to contribute to, shape the direction of, and oversee the governance of a long established and dynamic organisation. It’s an opportunity to give back to the communities of Wandsworth by using their skills and experience in another setting. They are a committed and passionate group. This is reflected in their meetings being engaging and serious fun. We’d very much like to hear from you if you’re interested in joining us at this exciting time in our history.
Purpose of the Hon. Treasurer role
The overall purpose of KLS’ Hon. Treasurer is to:
- Maintain an overview of the organisation's financial affairs
- Ensure its financial viability
- Ensure that proper financial records and procedures are maintained.
Role & Responsibilities
The main role and responsibilities of the Hon. Treasurer are to:
Plan: work with the Board of Trustees, Director and staff to produce a 3-year budget and plan annually. Advise on the financial implications of the charity’s strategic plan.
Review: review KLS’ management accounts and financial statements on a regular basis. Review KLS’ reserves, assets and investment policies on an annual basis.
Scrutiny: ensure the financial stability of the organisation, by ensuring proper financial controls are in place; making sure that accurate accounts and records are kept; and that money is spend in line with our financial policies, all legal requirements and SORP.
Participate: Participate in any sub-committees, which will report back to the board of trustees.Assist in the preparation of “Annual Report and Accounts of the Trustees”.Make a formal presentation of the accounts at the annual general meeting (AGM).
Compliance: Ensure that KLS complies with its governing document, charity law, company law and any other relevant legislation or regulations.Protect and manage the assets and property of the charity and to ensure the proper investment of the charity's funds.Act as a signatory on charity bank accounts.
Audit: oversee the financial audit process.
In addition to the above statutory duties, each trustee should use any specific skills, knowledge or experience they have to help the board of trustees reach sound decisions. This may involve:
- Scrutinising board papers
- Leading discussions
- Focusing on key issues
- Providing guidance on new initiatives
- Other issues in which the trustee has special expertise
Person Specification
The following skills and experience are required for this post:
Skills and Experience / Essential /Desirable
Experience of working in charity finance and/or in the finance sector / E
Track record of financial strategy, planning and overseeing/scrutinising budgets / E
Understanding of the legal duties, responsibilities and liabilities of trusteeship / E
Effective communicator – both verbal and written / E
Willingness to be available to staff for advice and enquiries / E
Ability to work as part of thetrustee board / E
Personal attributes to include being: organised / takes initiative / reliable / E
Knowledge of Battersea / Wandsworth / D
Committed to KLS’s mission, vision and values and its work / E
Further Information
For further information about this voluntary role please contact Aaron Barbour (KLS’ Director). His contact details are below.
- The Board of Trustees of the Katherine Low Settlement will undertake the recruitment of the new Hon. Treasurer.
- KLS is committed to equal opportunities, including its volunteers.
- All offers to volunteer with KLS are subject to satisfactory references, which is standard KLS policy applicable to all roles. KLS also ask for an enhanced DBS check (formerly CRB).
- You will adhere to matters of confidentiality concerning this role and the KLS team.
- An induction will be given for all new trustees, which includessharing our volunteering policy and those relevant to this post.
Application Process
To apply please send a cover letter andyour CV to:
Aaron Barbour
Director020 7223 2845
Katherine Low Settlement
108 Battersea High Street
London
SW11 3HP
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Last updated:06Mar15
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