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Job description for a provincial bursar (continued)
Employment
Awareness of employment legislation, including PAYE and national insurance
Assisting communities with employment issues
Responsibility for staff employed in the generalate of the provincial house
and and its staf ng in general
Fundraising
General awareness of fundraising rules and regulations as affecting the institute and the foundations
Monitoring the results of fundraising at the foundations Investments
Monitoring the level of resources that are invested and anticipating any changes in those levels
Awareness of the implications of the institute’s investment policy
Supervision of the institute’s investment portfolio and liaising with
the charity’s investment advisers and fund managers
Other
Monitoring the congregation’s risk management procedures
Monitoring the trustees’ reserves policy and how the level of the
congregation’s actual reserves compare with that policy
Supervising the congregation’s health and safety policy and its implementation
Ensuring overall security of the congregation’s assets
Assistance with longer term strategic planning
Reporting and providing guidance to the provincial council and trustees on all nancial matters, particularly budgets, internal controls, and helping ensure that nancial strategies are achieved
(Possibly) acting as clerk to the trustees 56
Chapter 4
