Portfolio Assistant

Description

Position Summary: We are seeking an administrative/accounting technician/technologist with experience in portfolio analysis and management, decision-making, and an analytical approach to resource recovery. Key Highlights: 1. Portfolio management and accounts receivable analysis. 2. Definition of collection strategies and negotiation with clients. 3. Adaptability, sound judgment, and verbal fluency. A commercial-sector company located in Caucasia requires an administrative/accounting technician/technologist with knowledge in marketing and sales, marketing or related fields, and a minimum of 12 months’ experience in portfolio analysis and management, decision-making ability, financial judgment, and an analytical focus. The role is responsible for controlling, monitoring, and analyzing accounts receivable; evaluating payment behavior; defining collection strategies and negotiating with clients; ensuring proper resource recovery, compliance with internal policies, timely customer service, and possessing adaptability, sound judgment, commitment, expressive ability, and verbal fluency to guide customers through the sales funnel. Required education level: Technician/Technologist in administrative or accounting fields with knowledge in marketing and sales, marketing or related disciplines. Responsibilities and/or functions of the position: Portfolio management, decision-making ability, financial judgment, and analytical focus. Responsible for controlling, monitoring, and analyzing accounts receivable; evaluating payment behavior; defining collection strategies and negotiating with clients; ensuring proper resource recovery and compliance with internal policies. Specific knowledge or requirements: Specific knowledge or requirements: Consultative selling and closing techniques, portfolio handling; basic proficiency in office software and mobile devices is desirable. Salary: $1,750,905 Contract type: Fixed-term contract. Working hours: Monday to Saturday, 9:00 AM to 7:00 PM. Work location: Caucasia. -Requirements- Minimum education: University / Technical degree 1 year of experience Keywords: helper, assistant, auxiliary, aux, auxiliary, assistant, helper, aide