- Excellent work-life balance and flexibility
- Opportunity to make a tangible impact
About Our Client
The organisation operates in the Public Sector in Oxford.
Job Description
- Manage a portfolio of accounts and keep related records accurate, complete and easy to access.
- Review account information and resolve routine queries to support timely financial activity.
- Prepare clear updates on portfolio activity for colleagues across the Accounting & Finance department.
- Maintain organised documentation so financial information can be reviewed efficiently.
- Work with internal contacts to gather account details and address information gaps.
- Monitor outstanding actions across the portfolio and follow up to keep work moving.
- Use financial data to identify issues and provide practical information for day-to-day decisions.
- Contribute to consistent account management processes across the Public Sector organisation.
The Successful Applicant
A successful 'Account Portfolio Adviser' should have:
- Experience managing account portfolios and maintaining accurate financial records, or stakeholder-focused workloads.
- Confidence reviewing financial information and resolving account-related queries.
- Ability to organise documentation and keep portfolio information up to date.
- Experience preparing clear financial updates for internal colleagues.
- Ability to monitor actions, prioritise work and follow tasks through to completion.
- Confidence working with financial data to identify and address routine issues.
What's on Offer
- Salary of £37,000 to £40,000, dependent on the level of experience.
- Strong benefits package.
- Supportive team environment.
- Excellent career-enhancing experience.
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