Financial Portfolio Specialist

2 weeks ago

Brisbane, Queensland, Australia beBeeCredit Full time $60,000 - $95,000
Job Title

The role of Credit Portfolio Manager at our organisation is an exciting opportunity to empower people and realise possibilities.

As a key member of the finance team, you will be responsible for maintaining debtor portfolios, engaging professionally with clients, and meeting with partners to address outstanding accounts.

This role can be based in Brisbane, Adelaide or Perth, and we would consider Melbourne or Sydney for the right person. You will work closely with senior stakeholders, including executive leadership, and demonstrate initiative and a proactive approach.

Key Responsibilities:
  • Maintain accurate records of collection activities and all communications, including those with clients and internal stakeholders.
  • Meet with partners to address outstanding accounts and make recommendations as needed.
  • Escalate accounts as appropriate, including recommending credit provisions, work stoppages, final demands, or referrals for legal action.
  • Work with Partners to ensure credit practices align with firm standards and policies.
  • Assist with processing adjustments and reallocations.
  • Resolve client fee queries within agreed timeframes, in accordance with firm policy.
  • Manage the Accounts Receivable mailbox, delivering prompt and courteous responses to clients.
Desirable Skills:
  • Intermediate to advanced Microsoft office skills – Excel and Outlook in particular.
  • Experience in a similar role/background.
  • Experience in Professional Services is highly regarded.
About Our Organisation

Working for us, you will be part of a growing and market leading professional services firm. Our national and global footprint provides our people with opportunities to work on interesting client engagements, across diverse industry sectors and services.

We provide our people with various health and wellbeing, social, financial, and professional development benefits to help realise what's possible.

Why Work with Us?

Our organisation offers a collaborative culture, access to partners and mentors, and various benefits to support your career growth and overall well-being.

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