Finance Assistant
1 week ago
**We are Togethe**r - Proud to be a Financial Services success story based in South Manchester. Established in 1974, we employ over 700 colleagues.
A specialist lender offering a range of mortgage and secured loan products to individuals and businesses, who are typically underserved by mainstream lenders. We play our part to turn challenges into opportunities which make our customers' financial ambitionsaccessible.
Over 50 years of successful trading has positioned Together as a market leader, thanks to a common-sense approach to lending.
Our Finance Assistant plays a crucial role in delivering positive customer outcomes.
You will be working with and supporting operational teams to complete account adjustments needed to resolve customer complaints, provide support and forbearance or completion of customer remediation. Using and maintaining excel based reports and calculatorsto complete finance amendment tasks.
Committed to delivering high-quality customer service, through ensuring accurate and timely delivery, and working within defined policies and procedures.
**Key Responsibilities**
- Using and maintaining existing Excel based reports.
- Completion of calculations using Excel models.
- Investigation of customer accounts and interest based calculations to support resolution of complaints and customer queries.
- Support internal customers with ad-hoc queries and calculations.
- Review and process requests for adjustments to customer accounts
- Provide assistance with the testing of new customer account management tools/features.
- Periodically test and maintain existing and new financial calculators/models.
- Identifying potential process improvements to increase efficiency and highlighting to the management team
- Educating stakeholders on processing of transactions to aid query reduction, support customer education and ensure a timely resolution
- Building successful business relationships to encourage efficiency and understanding of the accounts adjustments processes
- Managing and prioritising daily workload to ensure deadlines are met
- Complete end to end reconciliation on finance adjustments
**Experience**
- Advanced Microsoft Excel, including macros
- Strong mathematical competency.
- Excellent accuracy and attention to detail.
- Team orientated
- Good communication skills.
- Experience of working in a fast paced environment
- Experience of working in Financial Services industry
- The willingness to always go the extra mile to deliver an excellent standard of work
- Natural problem solving skills
**Additional information**
Benefits working at Together
- 26 days holiday, plus bank holidays & 1 additional day for your birthday
- Buy & sell holidays
- Annual bonus' (company & personal)
- Matched pension contribution
- Life assurance
- Critical illness cover
- Health cash plan
- Private medical insurance
- Free access to company holiday homes
- Travel season ticket loans
- Ride to work scheme
- Free local gym access
- Local bar / restaurant discounts
Together Money embraces diversity and inclusion, and are proud to be an equal opportunity workplace. Not only do we welcome difference - we celebrate it, support it and really value our colleagues for who they are. We are committed to building a team thatrepresents a variety of backgrounds, perspectives and skills.
- Please note that all successful applicants will undergo relevant employment reference, financial and criminal record checks._
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