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Careers

At Johnson Investment Counsel, Inc., we value extraordinary client service, the pursuit of excellence, and the highest level of integrity, honesty, and morality. We are now seeking qualified individuals for the following positions.

If interested in a position, please email a cover letter, resume, and salary history to Steve Linder, at hr@johnsoninv.com.

Client Support Assistant, Cincinnati

Performs a wide range of administrative support, often of a highly confidential and complex nature, for Portfolio Manager (PM) Unit. Assists in providing a variety of services to clients. Uses initiative and good judgment to prioritize and complete tasks accurately and timely.

DUTIES AND RESPONSIBILITIES:
  • Develop familiarity and working knowledge of client accounts
  • Complete client account responsibilities including, but not limited to preparing new account paperwork for advisory accounts, IRAs, mutual funds, 529 plans, etc.
  • Open and close client accounts
  • Prepare paperwork for account transfers
  • Compose and type correspondence to clients, businesses and financial institutions
  • Charitable and non-charitable gifting of cash and securities
  • Process all types of cash flow management including checks, ACHs (automated clearing house), wire transfers, incoming and outgoing electronic fund transfers, bill paying, etc.
  • Act as a liaison with PM Group, other departments within the firm, primary custodial bank and other financial institutions
  • Draft and assemble meeting booklets for wealth management review of client portfolios
  • Serve as back-up to PM unit on client communication, including telephone and correspondence
  • Assist with client communications including quarterly client reports and tax reporting
  • Be available to answer calls, resolve issues and respond to client requests in a timely fashion
  • Assist with special projects (client events, Christmas cards, tickets and gifts for clients, fill in for receptionist, etc.)
  • Schedule meetings and manage portfolio manager’s calendar, as requested
  • Plan and complete ongoing professional development

MINIMUM QUALIFICATIONS:

  • High school graduate with higher education in business a plus
  • Experience with investments and financial services preferred
  • Must possess excellent organizational skills
  • Highly detail-oriented with the ability to manage multiple projects simultaneously in a fast-paced environment
  • Excellent typing and computer skills
  • Proficient in Word, Excel, Outlook and PowerPoint
  • Ability and desire to contribute to a team effort
  • Demonstrates a high level of initiative and professionalism
  • Excellent communication and problem-solving skills

Johnson Investment Counsel, Inc. is an Equal Opportunity Employer