Administrator - Private Client

JTC Group; Sioux Falls (SD); Hybrid; USD 50,000 - 75,000; Full time

Job summary

JTC Group in Sioux Falls, SD, is seeking a client portfolio administrator to support a Line Manager, ensuring risk awareness, relationship management and compliance with contractual and statutory obligations.

This permanent, hybrid role requires a finance-related degree and 1–3 years of financial management experience, with strong analytical abilities and collaboration across departments.

Qualifications

• Bachelor's degree required in finance, accounting, business administration, or a related field.
• 1–3 years of experience in financial management, accounting, budgeting, or related fields.
• Experience in finance, banking, wealth management desirable.
• Ability to work collaboratively with other departments and stakeholders.
• Ability to analyze financial data and make informed decisions.
• Attention to detail and precision in handling financial transactions and reports.

Responsibilities

• Administer and monitor a client portfolio within timescales, investigating enhancements where needed.
• Manage billing and cash collection / debtors process and minimize write-offs.
• Complete review process for client entities and assess risk exposure.
• Adhere to contractual and statutory obligations and group policies.

Skills

Attention to detail

Analytical skills

Collaboration

Stakeholder management

Education

Bachelor's degree in finance, accounting, business administration

Job description

PURPOSE OF JOB

The role holder will be required to administer a client portfolio, under the supervision of an Assistant Manager or given Line Manager. They should be able to demonstrate a clear understanding of the clients’ portfolios, including risk awareness, relationship management and contractual and statutory obligations.

EMPLOYMENT TYPE: Permanent

DEPARTMENT: Private Client

WORKPLACE STRUCTURE: Hybrid

ROLE OVERVIEW

The role holder will be required to administer a client portfolio, under the supervision of an Assistant Manager or given Line Manager. They should be able to demonstrate a clear understanding of the clients’ portfolios, including risk awareness, relationship management and contractual and statutory obligations.

Main Responsibilities And Duties

• Administer and monitor a client portfolio within the timescales set and agreed, investigating and suggesting enhancements where necessary, ensuring timely and effective client care.


• Manage own billing and cash collection / debtors process and minimise write-offs where possible.


• Complete the review process for client entities and be aware of risk exposure, including the fulfilment of responsibilities under the review procedures.


• Awareness and adherence to contractual and statutory obligations under the Group’s policies, procedures and guidelines, including the Group’s core values and expected behaviours.


• Check, maintain and ensure accuracy of the central diary system relevant to client portfolio managed, to ensure deadlines are recorded and subsequently achieved.


• Maintain accurate and up to date records of client ent.


• Adhere to Risk & Associated Compliance procedures in relation to regulatory requirements and AML legislation.


• Adhere to CPD requirements in accordance with qualification level and in-house procedures.


• Adhere to the JTC core values and expected behaviours.


• Any other duties as deemed necessary by Management.

Essential Requirements

• A bachelor's degree in finance, accounting, business administration, or a related field is required.


• 1-3 years of experience in financial management, accounting, budgeting, or related fields.


• Experience in the finance, Banking, wealth management industry highly desirable.


• Ability to work collaboratively with other departments and stakeholders.


• Ability to analyze financial data and make informed decisions.


• Attention to Detail: Precision in handling financial transactions and preparing reports.

OUR COMMITMENT TO INCLUSION & WELLBEING

JTC is committed to fostering a healthy, inclusive organisation where all individuals feel welcome and feel able to participate in the workplace fully. We value different perspectives, backgrounds and lived experiences. This includes supporting employee wellbeing so that people feel equipped to thrive.