Full job descriptionAs 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.
If you’re interested in this role, apply now.
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