ASSESSMENT OFFICER JOB DESCRIPTION

An Assessment Officer title covers more ground than it appears. In government and local authority settings, the work ranges from calculating means-tested social care charges under the Care Act 2014 to certifying property valuations for a municipal tax roll, two domains separated by subject matter but united by a shared obligation to defensible, regulation-bound decisions. Getting an assessment wrong has real downstream costs: incorrect care charges trigger appeals that strain public resources; errors in property records distort tax equity across whole neighborhoods. Each assignment demands independent judgment on eligibility, evidence, and applicable policy, often under volume targets set by department heads or elected bodies.

As the Assessment Officer, you apply statutory frameworks and investigative judgment to produce findings that directly affect what individuals owe, receive, or are entitled to under public programs. You work within a structured team reporting to a Head of Service or senior assessor, handling a defined caseload while meeting performance indicators set at the directorate level.

Career Impact: Completing regulated assessments under frameworks such as the Care Act 2014 or IAAO standards builds a portfolio of defensible technical decisions that is directly transferable across local authority and government agency roles.

Business Impact: Your outputs determine whether public funds are allocated correctly and whether residents receive the services or relief they are legally entitled to, making accuracy in each case file a matter of civic consequence.

Growth Opportunity: Mid-level Assessment Officers who demonstrate consistent accuracy on complex caseloads frequently progress to Senior Assessor or Compliance Manager positions, adding supervisory scope and statutory sign-off authority.

• Conduct financial, property, or eligibility assessments in accordance with the relevant statutory framework and departmental policy.
• Gather and interrogate records from government databases and agency systems to support each assessment's evidentiary basis.
• Prepare written findings, correspondence, and formal notices that communicate decisions clearly to service users, applicants, or property owners.
• Liaise with internal directorates, partner agencies, and external compliance bodies to resolve data gaps and escalate disputed cases.
• Monitor personal caseload volume against performance indicator targets and flag workload risks to the line manager before deadlines are missed.
• Identify potential compliance breaches, including deprivation of assets or fraudulent declarations, and initiate investigation procedures under supervisory guidance.
• Maintain accurate, auditable records on the departmental case management system for every interaction, decision, and correspondence.

• Bachelor's degree in Public Administration, Social Sciences, Business, or a related field, or equivalent work experience.
• 2 or more years of experience in assessment, eligibility determination, or compliance administration, with exposure to a regulated public-sector environment.
• Working knowledge of statutory frameworks governing the relevant assessment domain (such as social care legislation, property valuation law, or public benefit entitlements).
• Demonstrated ability to analyze financial documents, eligibility records, or technical data and produce written recommendations supported by evidence.
• Strong written and verbal communication skills, including the ability to explain complex determinations to individuals who may be distressed or unfamiliar with the process.
• Proven capacity to manage a high-volume caseload independently, organizing work to meet volume targets within set timeframes.
• Proficiency in standard office productivity tools and the ability to learn department-specific case management or database systems quickly.

• Experience conducting home visits or telephone assessments with vulnerable, elderly, or distressed individuals in a government or allied-health context.
• Familiarity with benefit entitlement structures administered by national welfare agencies, property appraisal methodology, or financial crime compliance frameworks.
• Professional certification relevant to the assessment domain, such as IAAO accreditation for property assessment or a DWP-aligned welfare benefits qualification.
• Prior experience preparing reports or presentations for senior management, elected officials, or regulatory bodies.

• Daily and weekly caseload completion rate, measured against directorate-set volume targets.
• Assessment accuracy rate, tracked via internal audit reviews and formal appeals or corrections per quarter.
• Turnaround time per case from receipt to certified decision, against the statutory or policy-mandated deadline.
• Appeals upheld against issued assessments, as a percentage of total decisions; lower is better.
• Database record compliance rate, measured by completeness and accuracy audits of case management entries.
• Typical tools: case management systems (commonly council-specific CRM or complaints platforms); productivity suites (commonly spreadsheet and word processing applications)

• Base Salary Range: $42,000 – $62,000 per year, depending on government tier and caseload complexity
• Bonus: Merit-based step increases common; performance bonuses less typical in public sector
• Equity: Not applicable in government settings
• Health Benefits: Comprehensive medical, dental, and vision coverage through public employee benefit plans
• PTO: 10 – 15 days vacation; 10 – 13 paid public holidays; sick leave accrual per pay period
• Common Perks: Pension or defined-benefit retirement plan; tuition reimbursement; transit subsidies

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Employment eligibility verification and a background check, which may include a criminal history review, are required conditions of hire for this position. Applicants must be authorized to work in the United States. All qualified individuals will receive equal consideration for employment without regard to race, color, national origin, sex, religion, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected under applicable federal, state, or local law. Candidates who require a reasonable accommodation to participate in any part of the selection process are encouraged to make that request at the time of application.

The Assessment Officer delivers financial assessments under the Care Act 2014, calculating service user contributions toward social care costs and conducting welfare benefit checks via Department for Work and Pensions systems. Working independently under line manager support, this role serves vulnerable individuals across local authority directorates and enables equitable access to entitled benefits and accurate cost recovery.

Key Responsibilities

• Explain to service users how charges are calculated.
• Complete Welfare Benefits checks using government systems and direct individuals to access welfare benefits where eligible but not yet claiming.
• Identify possible deprivation and complete investigations with line manager support.
• Conduct telephone or face-to-face home visits to complete social care financial assessments.
• Liaise with colleagues across local authority directorates to advise on service user requests and concerns, and signpost to relevant points of contact including partner agencies and advice centres.
• Organise workload independently to meet performance indicator outputs and achieve set targets within allocated timeframes.

Required Qualifications

• Substantial office experience at administrative level.
• Experience working with vulnerable people and social care service users in a social care finance or welfare benefits assessment environment.
• Previous experience conducting financial assessments is advantageous; full training will be provided.
• Knowledge of Department for Work and Pensions benefit entitlements is desirable.
• Knowledge of the Care Act 2014 is advantageous.
• High degree of literacy and numeracy, including an aptitude for working with figures.
• Excellent written and verbal communication skills, including writing formal letters for complex cases and utilising spreadsheets.
• Ability to write clear, concise, and accurate notes.
• Ability to use information technology efficiently.

Embedded within the assessments function, the Assessment Officer owns the end-to-end management of enrolment eligibility, scheduling logistics, and candidate communications for online assessments. Working closely with applicants, assessors, and college stakeholders, this role ensures compliant, well-documented assessment processes that uphold institutional quality standards.

Core Functions

• Manage assessment enrolments and eligibility.
• Manage logistics including scheduling of online assessments, communications, and correspondence.
• Maintain regular professional communication with applicants, candidates, assessors, and other college stakeholders.
• Develop pre- and post-activity documentation and reports.
• Conduct ongoing review of resources, including guidelines, handbooks, and digital content.

Qualifications & Experience

• Extensive administration experience, including the provision of high-quality written reports.
• Ability to assess and implement policy and compliance requirements.
• Ability to communicate effectively and work with professionals from diverse cultural backgrounds.
• Strong attention to detail with a commitment to delivering quality work.
• Ability to remain calm under pressure.
• Self-motivated, proactive, and process-driven.
• Ability to troubleshoot and develop solutions.

Reporting to the Information Management unit, the Assessment Officer shapes assessment methodology, data analysis plans, and dissemination strategies for education programmes across field offices and partner communities. Partnering with data teams, donors, and humanitarian focal points, this role enables evidence-based programme decisions and ensures the timely release of accurate, high-impact assessment outputs.

Primary Duties

• Design methodology and tools for each assigned assessment.
• Plan, implement, and follow up all assigned assessment activities.
• Design data analysis plans in coordination with the data team and consolidate all analyses and conclusions from assigned assessments.
• Develop accurate assessment outputs using appropriate tools or software, ensuring quality and accuracy of technical information in factsheets and written reports.
• Develop dissemination strategies to ensure the usefulness and impact of unit programmes and research.
• Engage with the team on research, tool development, data analysis, product production, and external coordination.
• Ensure all unit assessments are planned in line with relevant project and programme objectives and guidelines.
• Track progress and delays throughout unit projects.
• Engage relevant donors and teams in assessment design and planning to maximise product usefulness and project impact.
• Draft reports for donors and humanitarian focal points, including detailed written reports and technical factsheets.
• Monitor output achievement and project expenditure to ensure timely project completion from a programme management perspective.
• Present outputs and findings to the Information Management unit and provide administrative support for the release of assessment results.
• Respond accurately, courteously, and promptly to queries relating to assessment, and provide advice and guidance to staff.

Education & Experience

• At least a bachelor's degree in Information Systems, Database Management, Computer Applications, or Software Engineering.
• Three to five years of experience in education assessments and assessment data management, including information management, data analysis, and data visualisation.
• Working experience with Power BI required.
• Strong experience in data cleaning, data validation, data verification, and data visualisation.
• Demonstrated proficiency with reporting software tools and database management systems.
• Knowledge of quality data collection techniques.
• Ability to reconcile ad hoc, monthly, quarterly, annual, and final project reports.
• Knowledge of the local community structure, dynamics, and development.
• Good written communication skills in English.
• Excellent skills in Pashto and skills in Dari are also an asset.
• Ability to travel frequently to target communities and field offices.

Sitting at the intersection of compliance and risk management, the Assessment Officer leads the development of data-driven FCC risk assessments and maintains the centralised audit-trail repository that supports enterprise-wide reporting. Operating across business units, compliance partners, and senior management, this role enables the bank to meet regulatory obligations and proactively identify risks across its global operations.

Duties

• Develop strategies for mining and incorporating data into risk assessments.
• Work with business and compliance partners to collect information necessary for assessing risks and controls.
• Maintain a centralised data repository to serve as an audit trail for historical data reporting and review.
• Assist in automating processes within the FCC Risk Assessment team, including implementing a common platform for viewing FCC controls across multiple business partners.
• Draft risk assessment reports for each covered business unit and draft the enterprise report.
• Act as a liaison with business and compliance partners regarding data requests.
• Prepare updates and presentations for regulators and senior management.
• Assist with risk oversight of regulatory consolidated supervision and rollout of the policy framework.

Skills & Qualifications

• A university degree or equivalent, preferably in Business Administration or Economics.
• Five years of experience in compliance, risk management, policies, governance, communications, or a COO function.
• Proven ability to write clear and concise business communications for senior management audiences.
• Deep understanding of the functions of a major international bank, with good organisational skills.
• Ability to think and act independently in a dynamic, fast-changing environment.
• Solid understanding of risk management programmes, including the ability to articulate and identify relevant risks and controls.
• Solid analytical and conceptual skills with strong attention to detail.
• Strong people skills and a client-focused approach, with the ability to operate effectively across all hierarchy levels.
• Ability to quickly build rapport, credibility, trust, and respect with others throughout the organisation.
• Ambitious and well-structured approach to problem solving, with the ability to work under pressure and deliver timely, high-quality results.
• In-depth knowledge of global banking markets, the regulatory environment, and the investment banking industry.
• Extensive knowledge of Microsoft Access, SQL, Python, and Tableau is an asset.
• Proficiency in data mining and management using tools such as Access and Excel is a plus.
• Knowledge of SWIFT receipts and payments is a plus.

A key member of the Business Collections and Sales support structure, the Assessment Officer builds credit assessment processes that protect AGL's commercial interests while managing risk exposure across its business customer portfolio. Collaborating across Sales, Collections, and Partnerships teams, this role drives improvements to risk policy rules and third-party credit adviser performance that directly support sales growth and financial stability.

Functions

• Carry out credit assessment activities, including analysing customer financials that require additional attention.
• Continuously assess and improve the credit assessment function to better meet business customer strategy and overall financial expectations.
• Work closely with the Sales and Customer Collections teams to deliver credit assessments that protect commercial interests and drive sales growth.
• Identify customer attributes and profiles that define good or bad credit risk to continuously improve risk management activity and policy rules.
• Accurately maintain security deposit and bank guarantee responsibilities, including reconciliation to the general ledger, in a timely and commercially responsible manner.
• Share knowledge with the team and stakeholders to develop overall team performance, and provide back-up support during peak periods.
• Proactively alert key stakeholders to risk situations to mitigate exposure.
• Work with the Partnerships Team to manage the third-party credit risk adviser's performance against contract, and collaborate to ensure best-practice support for credit assessments.
• Work with internal and external stakeholders to understand trends in credit assessment and build learnings into the process.

Experience & Qualifications

• Tertiary qualification in business, mathematics, or engineering is desirable.
• Experience in credit assessment, financial report analysis, and general analytics.
• Experience managing a third-party contractor to deliver to contract conditions and expected outcomes.
• Detailed understanding of analytical techniques and financial report assessment.
• Effective risk management skills, demonstrated through the use of systems and processes.
• Strong commercial acumen with the ability to provide insights and decisions based on analytical reasoning.
• Ability to create solutions that clearly outline the delivery and measurement of value.
• Strong computer literacy with SAP and desktop tools.
• Excellent communication and interpersonal skills.

Accurate, evidence-based assessments of complex complaints and misconduct matters depend on the Assessment Officer, who interrogates law enforcement databases and prepares written recommendations and formal correspondence for complainants, police forces, and crimes commissions. Based within a high-volume complaints management environment, this role upholds accountability and public confidence by ensuring all interactions and records meet applicable policies and legislative standards.

Accountabilities

• Provide timely and accurate assessments of complex complaint and misconduct information, with clear written recommendations supported by available evidence and relevant policies and procedures.
• Interrogate law enforcement and other databases to support complaint assessment and management functions, and keep the relevant complaints system under scrutiny.
• Provide accurate and informed advice over the phone to complainants regarding their complaint or misconduct information.
• Effectively and respectfully manage unreasonable complainant conduct, including distressed and agitated behaviours, in line with relevant policies.
• Prepare correspondence communicating decisions regarding complaints to complainants, the relevant police force, and the relevant crimes commission.
• Keep accurate records on the complaints management information system, including interactions with complainants, advice provided, and all relevant complaint assessment information and correspondence.

Technical Qualifications

• Knowledge of law enforcement policy, practice, procedures, and culture.
• Ability to make independent and accurate recommendations for how complaints should be dealt with in a high-volume environment, with reference to appropriate legislation, policies, guidelines, and directives.
• Excellent interpersonal, negotiation, oral, written, and telephone communication skills.
• Ability to convey information over the phone with clarity and patience.
• Proven ability to work under pressure and meet deadlines with limited supervision.
• Ability to obtain and retain a security clearance at the Baseline level, including a probity assessment establishing reliability, trustworthiness, integrity, and suitability for employment.
• Proven research skills and capacity to access and interrogate database information systems.

As the Assessment Officer, this role directs all real property assessments and valuations for the City of Philadelphia in accordance with legal, ordinance, and industry standards, with central responsibility for the annual revision, equalisation, and certification of assessments via a computer-assisted mass appraisal system. The Office of Property Assessment relies on this work to ensure equitable taxation, defend assessed values at appeal hearings, and maintain public access to assessment records as required by applicable law.

Strategic Responsibilities

• Set forth a methodology for the valuation of properties for taxation purposes and ensure annual reassessment through a computer-assisted mass appraisal system applied to all properties.
• Direct assessments and valuations of real property in accordance with law, ordinance, and industry standards, ensuring annual revisions and equalisations.
• Oversee certification of all assessments after revision and equalisation, and ensure the defence of assessed values.
• Make initial recommendations on property tax exemptions, establish standards for recommending exemptions, and ensure notices of assessment changes are sent to the relevant department upon certification.
• Oversee the first-level review process for property owners who dispute their assessment.
• Establish standards for the quality and quantity of work performed by assessing staff and coordinate procedures for maintaining consistency in property appraisal across geographic districts and specialties.
• Serve as the primary contact for information and complaints about assessment policies and practices, attend appeal hearings, testify regarding assessment determinations, and act as spokesperson to the media on matters of real property valuation and tax assessment.
• Ensure public access to assessment records in accordance with applicable law.
• Keep abreast of legislation pertinent to assessing and related ad valorem tax areas, ensure adherence to applicable laws and regulations, and prepare written reports on agency operations.

Background & Experience

• Bachelor's degree in Government, Business Administration, Real Estate, or a related business field.
• CPE certification required within two years of hire.
• Professional certification from the International Association of Assessing Officers is also preferred.
• A minimum of ten years of appraisal and assessment experience, including at least four years at director or deputy director level directing real property appraisal and assessment for a large city or county government.
• Experience appraising and assessing high-value and diverse real estate parcels and interests.
• Ability to read and interpret complex building plans, blueprints, surveys, registry maps, zoning codes, and historical certifications.
• Understanding of the principles, approaches, methods, and techniques of property evaluation for mass appraisal and assessment purposes, including cost, sales comparison, and income capitalisation approaches to value.
• Knowledge of the Uniform Standards of Professional Appraisal Practice, legal requirements affecting real property assessment.
• Knowledge of best practices as determined by the International Association of Assessing Officers, and familiarity with computer-assisted mass appraisal systems and taxation practices.
• Strong technical knowledge of descriptive and inferential statistics, including sampling techniques, and experience with building construction methods and cost analysis.
• Ability to manage a large, unionised, multi-disciplined technical and administrative workforce engaged in real property mass appraisal, evaluation, and assessment.