Financial Assistant

20 hours ago


Worthing, West Sussex, United Kingdom Leaders Romans Group Full time

Job Title: Financial Assistant - Customer Services

Location: Becket House, Worthing

About Our Company

We are a dynamic national property company, known for our exceptional customer service and outstanding business results.

We operate over 200 branches across England and Wales, offering comprehensive training and development opportunities to our employees.

Job Role

As a Financial Assistant - Customer Services, you will play a crucial role in ensuring efficient and effective resolution of queries from branch staff and managers.

You will work closely with colleagues to build strong relationships and provide excellent customer service while performing various financial administrative tasks.

Key Responsibilities:
  • Resolving system errors and general queries via phone and Help Desk, adhering to agreed Service Level Agreements.
  • Providing support to Landlords with queries via phone and email.
  • Reviewing Landlord and Tenant ledgers/accounts.
  • Processing refunds for demands and fees generated in error.
  • Configuring and modifying charges for rent, commission, and other fees.
  • Transferring funds to balance ledgers.
  • Developing and maintaining positive working relationships with Branch staff and Property Managers.
Our Ideal Candidate

We seek individuals with:

  1. Strong problem-solving skills.
  2. A passion for delivering exceptional customer service.
  3. Investigative and analytical abilities.
  4. Effective time management and prioritisation skills.
  5. Confident communication skills for discussing landlord queries.
  6. Diplomatic and tactful approach.
  7. Meticulous attention to detail.
  8. An organised and systematic approach.
  9. A commitment to excellence in every task.
What We Offer Our Team Members

We provide:

  1. A clear path for career progression and professional development.
  2. Ongoing training and coaching to enhance skills and knowledge.
  3. Access to a vast portfolio of properties and business opportunities.
  4. A supportive and collaborative work environment.
Employee Benefits

We offer:

  1. A highly competitive salary package (£25,000 - £30,000 per annum)
  2. A contributory pension scheme.
  3. A generous holiday entitlement, increasing with service and optional extra days off.
  4. Generous parental leave and fertility benefits.
  5. Discounts on company services and products.

We welcome applications from candidates of all backgrounds and cultures.



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