
Financial Portfolio Specialist
23 hours ago
Salary: Competitive Salary Package
Job Overview:We are seeking a highly skilled Accounts Executive to join our team. As a key member of our finance department, you will be responsible for managing client portfolios and ensuring accurate invoicing of work done.
- You will send welcome emails to new clients and take ownership of the onboarding process.
- You will communicate with clients in a timely manner and handle queries efficiently.
- Preparation and review of weekly and monthly management accounts, annual statutory accounts will be your key responsibilities.
Your key responsibilities will include:
- Managing client portfolios and ensuring accurate invoicing of work done.
- Sending welcome emails to new clients and taking ownership of the onboarding process.
- Communicating with clients in a timely manner and handling queries efficiently.
- Preparation and review of weekly and monthly management accounts, annual statutory accounts.
To succeed in this role, you should have the following skills and qualifications:
- Candidate should be ACCA Affiliate/Finalist/ CA inter with articles or MBA/M.Com/B.Com with prior experience.
- Prior minimum 2-3 years of UK/UAE based accounting firm experience is preferred.
- Good verbal and written communication skills are essential.
- Experience with Quickbooks, Zohobooks, and Xero will be an added advantage.
We offer a competitive salary package and opportunities for growth and development.
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