Account Portfolio Adviser

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

• 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.

Profile: A successful 'Account Portfolio Adviser' should have:

• 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.

Job Offer

• 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.