Finance & Collections Coordinator - Position No. 1267

About the Company

IBI is one of Israel’s leading and most innovative investment houses, providing a wide range of financial services including portfolio management, brokerage, mutual funds, and investment banking. With a strong emphasis on professionalism, innovation, and client service, IBI is a trusted partner for both individual and institutional investors.

Responsibilities:

• Managing collections for various company services, including outbound client calls and providing professional support in Hebrew and English.
• Issuing invoices, recording expenses and revenues, and working with SAP in collaboration with the group’s accounting department.
• Supporting cross-departmental projects and working extensively with Excel.
• Ongoing communication with suppliers and the accounting team.
• Full-time position, Sunday–Thursday.

Qualifications:

• Experience in administration / operations / back office / bookkeeping – must
• Strong English skills (spoken & written) – must
• High proficiency in Excel (formulas, Pivot tables, VLOOKUP) – must
• Bachelor’s degree – an advantage
• Bookkeeping certification – an advantage
• Familiarity with SAP – an advantage

Personal skills:

• High attention to detail.
• Strong service orientation, patience, and responsibility.
• Excellent communication skills in Hebrew and English.
• Ability to manage multiple tasks simultaneously.