Portfolio Manager - Cape Town - Persona Staff

    Persona Staff
    Persona Staff Cape Town

    21 hours ago

    Persona Staff background
    Description

    Job Description

    Summary of Key Responsibilities

    Key Responsibilities

    • Reconcile and prepare account statements for payment.
    • Responsible for receiving and auditing council accounts.
    • Attend monthly management meetings with clients to discuss financial performance and strategies.
    • Develop and present management reports to clients, highlighting key financial metrics and trends.
    • Implement effective credit control measures to ensure timely payments from clients.
    • Perform general administrative duties as required.

    Requirements

    • Financial qualifications or Bachelor of Commerce degree.
    • A minimum of 3-4 years' experience in a similar role.
    • Proficiency in computer applications, particularly Excel.
    • Excellent organizational skills and attention to detail.
    • Bilingual proficiency in Afrikaans and English.
    • Matured individual with a matric certificate.
    • Strong client service skills and ability to work effectively with clients.
    • Ability to work overtime if required and be deadline-driven.
    • Effective leadership skills and strong problem-solving abilities.

    What We Offer

    This is an opportunity to join {company} and contribute to the growth and success of our organization. As a valued member of our team, you will have the chance to develop your skills and expertise while working on challenging projects and initiatives.



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