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Treasurer for a National Trust branch

  • Location: Naracoorte SA
  • Commitment: Regular - more than 6 months
  • Category: Museums & Heritage
  • Time Required

    The Treasurer's work can be done on site (we meet on Wednesday mornings 9am to noon), but is better done at home at times to suit you. There is a requirement of attending a monthly branch management committee meeting (usually two to three hours) once a month.

  • Suitable for
    • People with disability
    • Skilled Volunteers
  • Type of work
    • Accounting & Finance
  • Training

    Guidance/training is provided, together with documentation.

  • Requirements
    • National Police Certificate *

    The Treasurer requires:
    * an understanding of confidentiality issues, and be able to maintain confidentiality;
    * an ability to attend (in Naracoorte) monthly meetings, and other meetings as
    * a willingness to represent and actively promote the branch in the community;
    * experience using Microsoft Excel, LibreOffice/OpenOffice Calc (as the branch
    finance records are kept in workbooks, and summaries are provided to State Office
    monthly for entry into a computerised accounts system);
    * attention to detail; and
    * analytical skills.

    and must be:
    * trustworthy; and
    * self-driven, with a confident ‘can-do’ disposition.

    A National Police check (at the Trust's expense) is required.

    The Treasurer must be:
    * a current (paid-up) member of the National Trust of South Australia.
    * a resident of Naracoorte or district.

    Please Note: As each organisation provides different levels/types of insurance, volunteers are reminded to check with the organisation as to the type of insurance provided for volunteers (e.g. Volunteer Personal Accident Insurance)

    * May be arranged via the Organisation. Details to be provided on expression of interest.

The Treasurer:

  • assists the branch management committee in formulating budgets;
  • provides financial advice and information to the branch management committee as required;
  • oversees the financial administration of the branch by maintaining accurate records;
  • prepares monthly financial reports for the branch management committee, and for the National Trust State Office (which handles the computerised accounts system);
  • prepares an annual financial report for the AGM;
  • ensures all financial records are available for audit;
  • maintains bank accounts;
  • complies with National Trust regulations;
  • manages the lodgement and disbursement of funds into the branch’s accounts;
  • performs bank account signatory duties on the branch’s accounts;
  • maintains the Petty Cash system; and
  • prepares and sends invoices (e.g., for room hire) as required.