Private Client Administrator | Portfolio & Compliance

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

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.