Financial Portfolio Specialist

3 weeks ago


Cape Town, Western Cape, South Africa Persona Staff Full time
About the Role

In this challenging role as a Financial Portfolio Specialist, you will be responsible for credit control, general ad hoc duties, and preparation of management reports for clients. You will also attend monthly management meetings with clients and reconcile and prepare account statements for payment.

Key Responsibilities
  • Reconcile and prepare account statements for payment
  • Responsible for receiving and auditing council accounts
  • Attend monthly management meetings with clients
  • Preparation of management reports for clients
  • Credit control
Working Conditions

This role requires strong organizational skills, attention to detail, and excellent communication skills. You must be able to work well under pressure and meet deadlines.



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