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
- 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
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.