Financial Asset Manager

6 days ago


Melbourne, Victoria, Australia beBeeFinancial Full time $70,000 - $80,000
Job Title: Financial Asset Manager

We are seeking a skilled and motivated professional to join our team as a Financial Asset Manager. In this role, you will be responsible for managing a portfolio of accounts worth approximately $2.5 million.

The ideal candidate will have experience in a similar role and possess excellent communication skills, both written and verbal. They should also be able to work independently and as part of a team.

About the Role:

  • Manage a portfolio of accounts worth approximately $2.5 million.
  • Handle queries from Plan Managers, Internal teams, and clients.
  • Generate, edit, and resubmit invoices as requested by either clients or Plan Managers based on the funding body.
  • Assist in reconciling payments or requesting remittances to ensure cash allocation.

Skills and Qualifications:

  • Experience in a similar Credit Officer/Financial Asset Manager role previously is essential.
  • Prior exposure to working in aged care or healthcare would be highly advantageous.
  • Demonstrated excellent verbal and written communication skills, ability to multi-task, and a demonstrated ability to work in a team environment are required.

Benefits:

We offer a competitive salary and benefits package, as well as opportunities for career growth and development.

Organisational Profile:

We are a market-leading business with an outstanding offering across the health and wellness industry. With a strong commitment to developing a positive culture, this organisation has been able to expand through acquisition in recent years, boasting a high-performance culture that rewards success with excellent career opportunities.



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