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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.

Human Resources Assistant, Cincinnati

The Human Resources Assistant will provide administrative support to the Director of Human Resources and will work as a team member with other staff as directed.  Responsibilities include assisting with the hiring process, maintaining employee records, tracking of training and development initiatives, etc.  Helping to maintain and enhance the firm culture of service, collaboration and integrity.

DUTIES AND RESPONSIBILITIES:
  • Provide benefits administration for medical and dental plans and other benefits; troubleshoot employee benefit inquiries and follow up with service providers as needed
  • Recruiting: Responsible for updating job descriptions, posting open positions on job boards, universities, etc., applicant tracking, scheduling interviews, coordinating background checks
  • Maintain employee information via HRIS system and/or other databases; including but not limited to vacation and absentee records, performance review tracking, training and development, benefits, etc.
  • Processes change requests for the company 401(k) and profit sharing plans  
  • Provides support to the firm’s Wellness Team initiatives
  • Responsible for maintaining and updating the firm’s handbook, policies and procedures (including FMLA leave)
  • Maintain travel discount information for the firm; research and implement discount programs
  • Coordinate and deliver portions of the firm orientation process for new employees
  • Manage blood drive, flu shot initiative, United Way campaign, ArtsWave, etc.
  • Participate in the firm’s Corporate Citizenship efforts
  • Must be able to handle confidential and sensitive material including employee personnel files 
  • Work closely with the payroll administrator on updates and changes
  • Submit employee data reports by assembling, preparing and analyzing data including annual EEO-1 reporting
  • Provide administrative support to the Director of Human Resources
  • Stays current and knowledgeable about technical and educational changes as it relates to Human Resources 
  • Prepare materials, including PowerPoint presentations for all-company meetings
  • Provide back up support for the receptionist when necessary 
  • Any other related duties as assigned

MINIMUM QUALIFICATIONS:

  • Four year degree is preferable (HR related field a plus)
  • Minimum of 3-5 years administrative experience
  • Service minded, positive and professional
  • PHR or working toward a PHR is a plus
  • Highly organized, excellent follow-up skills and excellent attention to detail
  • Ability to handle multiple projects
  • Aptitude for working with numbers and data
  • Intermediate Word, Excel and PowerPoint skills required
  • Proficient in database management and ability to learn new software and/or skills
  • Excellent communication skills, both written and oral

Institutional Operations Associate, Cincinnati

The Institutional Operations Associate will primarily be responsible for the operational activity related to institutional account reconciliation. Associate will work with firm’s Operations/IS department in any system conversion and releases to ensure accuracy of data in proprietary accounting system for institutional accounts. Associate will assist Institutional Account Administrator in quarterly reporting to consultants and databases and partner as a custodian liaison. Associate will work with the Fixed Income group to ensure fixed income transactions are reflected in internal accounting system and custodians. Institutional Operations Associate will be responsible to ensure reporting deadlines are completed and that policies and procedures are maintained and that back-up coverage is trained. Associate will also be responsible for special project work.

DUTIES AND RESPONSIBILITIES:
  • Account Reconciliation - on a daily basis, using firm’s reconciliation processes, balance proprietary accounts to custodial accounts daily to cash and position. Reconcile differences.  On month ends, provide month end position files to custodians.  Work to resolve any share breaks. Reconcile income cash accounting and tax lots when necessary. Associate will work with firm’s primary reconciler and trader in the new account set-up process to ensure back office connections are complete.  Posting of daily cash flows such as contributions, withdrawals, and custodial bank fees to ensure cash is balanced.
  • Assist Institutional Account Administrator providing coverage for account overdraft notification from proprietary system and from custodian. Assist in the monitoring of cash flows, providing notifications to team of contributions and withdrawals.  Verifying accuracy of flows with custodian to ensure funds are available for investing.  
  • Partner with Institutional Account Administrator as the firm’s liaison to custodians other than the firm’s primary custodian Charles Schwab. 
  • Futures Activity –calculate daily margin variances for futures accounts, provide cash movement instructions for futures accounts based on margin variance calculations, monitoring futures activity between custodians and futures broker to avoid overdrafts and/or missed calls, balance accounts and reconcile differences. Work with futures trader to ensure collateral requirements are satisfied. Work with Institutional Account Administrator on new account set-up such as writing delivery instructions and set up of repeating wires.
  • Assist in quarterly reporting such as populating databases or consultant reports with account activity or characteristics.
  • Responsible for fixed income transaction processing in accounting system including understanding bond pricing process, uploading monthly TIP and MBS factor adjustments and new bond security setups. In conjunction with reconciling accounts, accurately post bond calls and maturities.  Ensure that corporate actions such as tender offers, exchanges are reflected in accounting system.
  • Provide bond trading assistance by sending custodian notification and trade allocation spreadsheets.
  • Track mutual fund asset flows for all Institutional mutual fund offerings

MINIMUM QUALIFICATIONS:

  • Four year degree in Finance, Economics or related field
  • Highly organized with the ability to manage multiple projects and deadlines, process oriented
  • High level of attention to detail, accuracy, and client service
  • Strong communication skills, both written and oral
  • Ability to apply program logic and definitions in daily problem solving
  • Willing to learn and navigate between multiple systems and platforms
  • Business working knowledge of Excel and Word
  • Willing to accept new responsibilities
  • Responsible, motivated, self-starter independent thinker and works effectively with others in a professional manner
  • Strong problem solving skills
  • Ability to work in a fast paced environment
  • Experience with Bloomberg and Bond Edge a plus

Operations Associate, Cincinnati

The Operations Associate will be responsible for the reconciliation of private client accounts on the firm’s portfolio accounting system using custodial data as the primary reference point. The associate will ensure daily transaction and position files for multiple custodians are received and processed in a timely manner. Associate will communicate reconciliation delays to affected members of the firm and will work with necessary vendors to resolve processing issues. Also, the associate will monitor the reconciliation dashboard regularly and will serve as the primary contact for our data aggregation vendor. Responsibilities for all Operations associates include the continuous development, maintenance, implementation, and testing of policies and procedures related to this task.

DUTIES AND RESPONSIBILITIES:
  • Download transaction and position files from multiple sources for custodial reconciliation
  • Daily custodial reconciliation of private client accounts according to priority levels
  • Collaborate with Ops, Trust and PM personnel in addition to custodial representatives so exceptions can be resolved in a timely manner
  • Communicate to both Portfolio Management and Trust departments when there are reconciliation delays 
  • Review on a consistent basis information found on the reconciliation dashboard in order to minimize account exceptions and improve data integrity
  • Maintain existing relationship with data aggregation provider; work includes reporting and resolving technical issues, software upgrades and conversions, and daily activity reviews
  • Facilitate statement scanning process monthly
  • Be the primary Operations contact  during the quarterly advisory statement period, maintaining a central record of accounts ineligible for production, ensuring exceptions are resolved and statements published when acceptable criteria are met
  • Project work related to long term goals and objectives of the department
  • All other duties and responsibilities assigned by the manager

MINIMUM QUALIFICATIONS:

  • Bachelor’s Degree (finance or a related field preferred)
  • Highly organized with the ability to manage multiple projects and deadlines
  • Extremely high level of attention to detail and accuracy
  • Strong communication skills, both written and oral
  • Business working knowledge of Excel and Word
  • Superior attention to client service
  • Willing to accept new responsibilities
  • Motivated, self-starter, independent thinker
  • Works effectively with others in a professional manner
  • Strong problem solving skills
  • Ability to work in a fast paced environment

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