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Financial Portfolio Manager

2 weeks ago

Brisbane, Queensland, Australia beBeeDebtor Full time $67,000 - $94,000
About the Role

You will manage debtor portfolios, engage professionally with clients, and maintain accurate records of collection activities.

This involves meeting with partners to address outstanding accounts, making recommendations as needed, and escalating accounts appropriately.

Additionally, you will work closely with internal stakeholders across all levels to ensure credit practices align with firm standards and policies.

You will also be responsible for processing adjustments and reallocations, resolving client fee queries within agreed timeframes, and managing the Accounts Receivable mailbox.

This role requires strong written and verbal communication skills, excellent customer service and negotiation abilities, and confidence in working with senior stakeholders.

You should have strong time management and organisational skills, demonstrate initiative and a proactive approach, and be able to work both independently and collaboratively in a fast-paced environment.

  • Maintain assigned debtor portfolio
  • Maintain accurate records of collection activities
  • Meet with partners to address outstanding accounts
  • Escalate accounts as appropriate
  • Work with Partners to ensure credit practices align with firm standards and policies

This is an opportunity to work on diverse client engagements across various industry sectors and services. Our open culture ensures access to Partners and professional mentors to guide your career, across a wide array of career pathways.

We offer various benefits to help realise what's possible, including health and wellbeing initiatives, social and financial support, and professional development programs.

Key Responsibilities

Main responsibilities include:

  • Maintaining assigned debtor portfolio, engaging professionally with clients in accordance with firm policies
  • Maintaining accurate records of collection activities and all communications, including those with clients and internal stakeholders
  • Meeting with partners to address outstanding accounts and make recommendations as needed
  • Escalating accounts as appropriate, including recommending credit provisions, work stoppages, final demands, or referrals for legal action

In this role, you will work closely with internal stakeholders across all levels, including partners and executive leadership.

The ideal candidate will have:

  • Strong written and verbal communication skills
  • Excellent customer service and negotiation abilities
  • Confidence in working with senior stakeholders
  • Strong time management and organisational skills
  • Demonstrates initiative and a proactive approach
Benefits

Working for our company provides opportunities to work on diverse client engagements across various industry sectors and services.

Our open culture ensures access to Partners and professional mentors to guide your career, across a wide array of career pathways.

We offer various benefits to help realise what's possible, including health and wellbeing initiatives, social and financial support, and professional development programs.

About You

As a successful applicant, you will be a highly motivated and organised individual with excellent communication skills.

With a proven track record of delivering results, you will be confident in your ability to work with senior stakeholders and build strong relationships.

Our company values diversity and inclusion, and we welcome applications from talented individuals who share our commitment to excellence.

Please submit your application, highlighting your relevant experience and skills, and explaining why you are the ideal candidate for this role.