Johnson Investment Counsel
POSITION DESCRIPTION
Job Title:
Client Support Assistant
Date:
August 2025
Department
Portfolio Management
Reports To:
Portfolio Manager
FLSA Classification:
Non-exempt
Summary / objective of position:
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.
Essential functions of position: 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 Handle direct client communications, including telephone and email 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 Preferred education and experience
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
Supervisory responsibility:
N/A
Travel required:
N/A
Work environment:
Temperature controlled, office environment
Physical demands:
Must be able to stand or sit at computer for 8+ hours per day. May require extensive typing at times.
Additional eligibility requirements:
N/A
Work authorization/security clearance requirements:
United States Citizen or lawful permanent resident
EEO statement:
As an equal opportunity employer, Johnson Investment Counsel, Inc. does not discriminate in its employment decisions on the basis of race, religion, color, national origin, sex, pregnancy, sexual orientation, age, disability, veteran/ military status, or any other protected status as required by law.
Other duties:
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Job Title:
Client Support Assistant
Date:
August 2025
Department
Portfolio Management
Reports To:
Portfolio Manager
FLSA Classification:
Non-exempt
Summary / objective of position:
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.
Essential functions of position: 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 Handle direct client communications, including telephone and email 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 Preferred education and experience
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
Supervisory responsibility:
N/A
Travel required:
N/A
Work environment:
Temperature controlled, office environment
Physical demands:
Must be able to stand or sit at computer for 8+ hours per day. May require extensive typing at times.
Additional eligibility requirements:
N/A
Work authorization/security clearance requirements:
United States Citizen or lawful permanent resident
EEO statement:
As an equal opportunity employer, Johnson Investment Counsel, Inc. does not discriminate in its employment decisions on the basis of race, religion, color, national origin, sex, pregnancy, sexual orientation, age, disability, veteran/ military status, or any other protected status as required by law.
Other duties:
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.