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Portfolio Management Specialist

1 week ago


Perth, Western Australia Tideri Jobbörse Full time

Job Overview:

The successful candidate will be required to manage a portfolio of clients and deliver high-quality bookkeeping services. This is an excellent opportunity for a motivated and organized individual to take on a challenging role and make a meaningful contribution to our organization.

About the Position:

This role involves working closely with clients to understand their financial needs and providing expert advice on financial matters. The ideal candidate will have strong analytical and problem-solving skills, as well as excellent communication and interpersonal skills.

Key Responsibilities:

Manage a portfolio of clients and deliver high-quality bookkeeping servicesConduct financial analysis and provide recommendations to clientsDevelop and implement financial strategies to support client growthCollaborate with internal teams to ensure seamless service delivery

Requirements:

Bachelor's degree in Accounting or related fieldMinimum 3 years' experience in financial accountingStrong knowledge of financial regulations and lawsExcellent communication and interpersonal skills

Benefits:

Tideri Jobbörse offers a range of benefits to support the well-being and success of our employees, including access to training and development programs, flexible working arrangements, and a comprehensive employee assistance program.