Finance & Client Portfolio Administrator

JTC Group; South Dakota; On-site; USD 52,000 - 78,000; Full time

Job summary

JTC Group in the United States (South Dakota) is seeking a finance professional to administer and monitor client portfolios within set timescales, and to suggest enhancements where needed.

You will manage billing and cash collection, complete reviews for client entities, and ensure compliance with regulatory obligations and the company’s core values. The role emphasizes accuracy, collaboration, and ongoing professional development.

Qualifications

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

Responsibilities

• Administer and monitor a client portfolio within the timescales set, investigating and suggesting enhancements.
• Manage billing and cash collection / debtors process and minimise write-offs where possible.
• Complete the review process for client entities and assess risk exposure under review procedures.
• Adhere to Group policies, procedures, core values and expected behaviours.
• Check and maintain the central diary system for the client portfolio to record and meet deadlines.
• Maintain accurate and up-to-date records of client entries.
• Adhere to Risk & Associated Compliance procedures regarding regulatory requirements and AML legislation.
• Adhere to CPD requirements according to qualification level and in-house procedures.
• Adhere to the JTC core values and expected behaviours.
• Any other duties as deemed necessary by Management.

Skills

Analytical skills

Attention to detail

Cross-functional collaboration

Financial data interpretation

Billing and debt collection

Regulatory compliance

Education

Bachelor’s degree in finance, accounting, business admin

Job description

JTC Group in the United States (South Dakota) is seeking a finance professional to administer and monitor client portfolios within set timescales, and to suggest enhancements where needed.

You will manage billing and cash collection, complete reviews for client entities, and ensure compliance with regulatory obligations and the company’s core values. The role emphasizes accuracy, collaboration, and ongoing professional development.