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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.

Trust Officer, Cincinnati

Administer fiduciary accounts and ensure the needs of clients and beneficiaries are met. Actively manage fiduciary accounts in accordance with the legal instrument governing the account along with established JTC policies and procedures.  Assist with estate administration for clients as needed. Maintain an optimum level of client service that meets or exceeds internal and external client expectations.

DUTIES AND RESPONSIBILITIES:
  • Complete 60-Day Review Checklist on timely basis for each new trust account; manage resolution of any identified issues; and prepare 60-Day Review Report for Board of Directors meetings.
  • Complete annual review of trust account on timely basis; thoroughly review account to confirm account is being administered according to the terms of the agreement as well as with current regulatory and legal requirements; and prepare Account Review Exception Report for Board of Directors meetings.
  • Effectively administer complex fiduciary accounts.  Provide professional service through timely satisfaction of client needs, including PM groups, and the fulfillment of JTC’s fiduciary responsibilities.
  • Review beneficiary requests for discretionary distributions and process according to JTC’s Policies and Procedures.
  • Maintain compliance with all internal policies and procedures, as well as regulatory and legal requirements.
  • Analyze and interpret legal instruments to determine duties and responsibilities of JTC.  Identify and resolve issues arising in the course of trust administration.
  • Assist VP of Trust Services and Compliance with internal/external trust administration audits.
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    MINIMUM QUALIFICATIONS:

  • Detailed knowledge of income, gift and estate taxes.
  • Working knowledge of basic principles of investment advisory services and financial planning.
  • Minimum of 5 years personal trust administration experience or equivalent with bank trust department or trust company.
  • Strong client focus.
  • Associate or undergraduate degree; CTFA preferred.
  • Ability to manage multiple projects simultaneously.
  • Organized and detail-oriented.
  • High level of initiative.
  • Excellent interpersonal and communication skills.

Trust Associate, Cincinnati

Support JTFOS Sr. Trust Officer & Compliance Specialist with the daily administration of a portfolio of High Net Worth fiduciary accounts, and partner with PM Groups to independently administer same.  Actively manage the administration of accounts in accordance with established policies and procedures. Maintain an optimum level of High Net Worth client service.

DUTIES AND RESPONSIBILITIES:
  • Provide high touch interaction to clients, prospective clients, professional advisors, and PM Groups with Trust Officer guidance
  • Obtain and compile information from internal/external sources to assist the Trust Officer in the delivery of quality client service.
  • Effectively assist Trust Officer with providing professional service through timely satisfaction of client needs, including PM Groups, and the fulfillment of JTC’s fiduciary responsibilities.
  • Assist Trust Officer in facilitating effective teamwork with Portfolio Managers and their support staff to deliver high quality client service.
  • Facilitate Trust Officer and Trust Counsel analysis and interpretation of standard legal instruments to determine duties and responsibilities of JTC.  
  • Identify, analyze and resolve issues arising in the course of account administration and recommend solutions to Trust Officer as appropriate.
  • Assist Trust Officer in review of new trust accounts for acceptance and identification of trust administration issues and tasks. 
  • Establish and maintain trust accounts on proprietary system and with custodian.
  • Maintain compliance with all internal policies and procedures, as well as regulatory and legal requirements.
  • Assist Trust Officer in completing annual trust account reviews on timely basis; manage resolution of identified issues.
  • Assist Trust Officer in organizing and preparing for Board of Directors/Committee meetings, as needed.
  • Assist Trust Officer with internal/external auditors in completion of trust administration audits, as needed.
  • Assist with a variety of trust related projects.
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    MINIMUM QUALIFICATIONS:

  • A minimum of five years personal trust administration experience and/or four-year undergraduate degree.
  • 2+ years’ experience in reading and interpreting trust/estate documents, preferred.
  • CTFA or other professional designation preferred, or willingness to obtain
  • Highly relational and easy to do business with
  • Displays adaptability and versatility in work and social style
  • Working knowledge of the interpretation and practical application of document provision, trust and estate law, taxes, investments and the legal framework of trust administration, preferred.
  • Independent/Self Starter with the ability to prioritize a large workload
  • Ability to manage multiple projects simultaneously and work independently as needed
  • Organized, detail-oriented with excellent problem solving and follow up skills
  • Computer-proficient in Excel and Word
  • Works effectively in a team environment and independently
  • Demonstrates effective interpersonal and communication skills

Trust Operations Associate, Cincinnati

Support Trust Administration with daily operational duties for the Trust department’s portfolio of fiduciary accounts.  Collaborate with Johnson Investment Counsel Operations department and partner with Trust Administration members to provide superior service to clients and PMs.

DUTIES AND RESPONSIBILITIES:

General Duties:

  • Principal and Income Reconciliation between proprietary accounting system and Custodial accounting system
  • Process all bills presented for payment from JTC accounts
  • Update Unique Asset Values on pre-determined frequency basis, process and issue hold harmless letters

  • Tax Liaison:
  • Coordinate with Fiduciary Tax Services, LLC (“FTS, LLC”) on quarterly tax payments
  • Manage Tax Spreadsheet detailing all accounts that require a tax return, whether Johnson Trust Company (“JTC”) or Johnson Investment Counsel (“JIC”), to be prepared by FTS, LLC and details regarding signers, K-1 issues, and other items
  • Process Quarterly Estimates and Payments by transferring amounts from respective trust accounts to JTC clearing account so FTS, LLC can electronically pay estimates; ordering checks for state estimates

Real Estate Taxes and Insurance:
  • Maintain detailed spreadsheet reflecting all Real Estate held in JTC accounts and subsequent taxes paid, insurance policy status, etc.

ILIT's:
  • Letters to Grantors for contributions to pay premiums
  • Manage receipt of premiums
  • Send Crummey Letters and Manage Crummey letter spreadsheet
  • Pay Premiums
  • Manage all ILIT communications from and to Insurance Companies

New Accounts:
  • Prepare Account paperwork for JTC Trust Officer/Associate review
  • Perform certain post account set up checklist items 
  • Set up account on Lifecycle
  • Obtain EINs

Audit:
  • Support JTC Compliance Specialist by gathering various audit request items for Custody Controls Audit, Internal Trust Administration Audit and State Regulator Audit

MINIMUM QUALIFICATIONS:

  • Bachelor or Associate’s Degree (finance or business related preferred) 
  • Personal Trust/Operations Experience preferred
  • Ability to manage multiple projects simultaneously and work independently as needed
  • Organized, detail-oriented with excellent follow up skills
  • Computer-proficient in Excel and Word
  • Works effectively in a team environment
  • High level of initiative
  • Demonstrates effective interpersonal and communication skills

Johnson Investment Counsel, Inc. is an Equal Opportunity Employer