Account Portfolio Adviser

Project overview

As an Account Portfolio Adviser in Oxford, you will help keep finance activity organised across a Public Sector organisation, providing clear account portfolio support for the Accounting & Finance department. You will manage day-to-day portfolio work, helping colleagues access accurate information and keeping essential financial processes on track.

Client Details

The organisation operates in the Public Sector in Oxford.

Description

Profile

A successful 'Account Portfolio Adviser' should have:

Job Offer

If you're interested in this role, apply now.

People are at the heart of Michael Page. We are committed to creating an inclusive environment. As an inclusive recruiter we welcome applications from people of all backgrounds, identities and experiences. If you require any adjustments or accommodations during the recruitment process, we'll work with you to ensure you can perform at your best.

• 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.
• 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.
• Fixed-term contract.
• Salary of £37,000 to £40,000, dependent on the level of experience.
• Flexible working.
• Strong benefits package.
• Supportive team environment.
• Excellent career-enhancing experience.

Project details

• Start: flexible
• Location: Oxford, South East England, GB, GB