Trustee Treasurer Role

Organisation Logo

Organisation: Off The Record

Location London Borough of Croydon, London (South), CR0 2PR
Where the role is based Mainly at home
Travel limit Trustees are entitled to reclaim travel and subsistence expenses in their role.
Opportunity type Trustee/Governor
Reference number J55229

Opportunity description

An opportunity has opened up within a well established youth charity for a new trustee in the role of treasurer.

The role

Off The Record is a well-established and respected support agency for children and young people’s mental health and emotional wellbeing. We work in the London Boroughs of Croydon, Sutton and Merton.

We are a friendly and professional organisation which believes passionately in the right of  vulnerable young people to have access to talking therapies and support.

We are currently looking for a new Trustee who would act as the new Treasurer for the Charity.  This is a voluntary position.  You would need to be appropriately qualified and experienced.

Your main duties would include:

  1. Undertaking monthly bank reconciliations

  2. Presentation of quarterly management accounts (to be prepared by the Finance Officer)

  3. Attendance at Trustee Board meetings (quarterly on Saturdays)

  4. Attendance at Finance Committee meetings (Quarterly via teleconference)

Required skills

  • Accountancy
  • Accountancy (part qualified)
  • Financial management
  • Fundraising strategy

Person description

In addition to the statutory duties each trustee should use any specific skills, knowledge or experience they have to help the Trustee Board to reach sound decisions.  These may include:


  • To attend as many Trustee Board Meetings as possible
  • Scrutinising Trustee Board papers
  • Leading discussions
  • Focusing on key issues
  • Providing guidance on new initiatives
  • Other issues in which the trustee has special expertise

Person Specification


  1. Commitment to the agency
  2. Willingness to devote the necessary time and effort
  3. Strategic vision
  4. Good independent judgement
  5. Ability to think creatively
  6. Willingness to speak one’s mind
  7. Understanding and acceptance of the legal duties, responsibilities and liabilities of trusteeship
  8. Ability to work effectively as a member of a team
  9. To accept Nolan’s seven principles of public life:
  • Selflessness
  • Integrity
  • Objectivity
  • Accountability
  • Openness
  • Honesty
  • Leadership


You may be a qualified accountant with demonstrated commercial awareness and knowledge, with knowledge of charity SORP and impending changes.

What impact the opportunity will have

This role will play a key part in maintaining financial checks and balances for the charity.

The Treasurer will play a significant part alongside the Charities Finance Officer who does all the day-to-day financial administration, including other financial reports, dealing with invoicing and expenditure; liaising with funders is carried out by the Finance Officer and Agency Director.

What’s in it for the volunteer?

The Treasurer role provides you with the opportunity to bring your skills, knowledge and experience to a dynamic friendly and professional  Croydon based charity

This role will give you the opportunity to deepen and expand your knowledge of the Charity sector and specifically the area of children and young people’s mental health.

Time commitment

Mostly outside office hours

1/2 a day or 1 evening a month for monthly bank reconciliations. Quarterly Finance Committee (telecon) and quarterly trustee meetings (Saturdays).

Other details