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Client Support Assistant - Asset Management

Johnson Investment Counsel
  • Cincinnati, Ohio
    30+ days ago

    Job Description

    Job Title:
    Client Support Assistant - Asset management
    Date:
    April 2026
    Department
    Asset Management
    Reports To:
    BD Director
    FLSA Classification:
    Non-exempt
     
     
    Summary / objective of position:
    The Business Development Assistant will maintain primary responsibility for updating quarterly / ad hoc marketing materials as well as providing administrative support for the business development team. The Business Development Assistant will be expected to work in a fast-paced, team-oriented environment. The Business Development Assistant will act as the primary liaison between the marketing, business development, and investment teams.
     
    Essential functions of position:
    • Update quarterly marketing materials including pitch books, fact sheets, and quarterly newsletters
    • Serve as liaison between firm marketing department and asset management department
    • Produce ad-hoc marketing materials as requested
    • Maintain email marketing lists and facilitate the distribution of marketing materials
    • Maintain Salesforce CRM database including adding new contacts, weekly meeting notes, and sales pipeline
    • Assist business development team with travel and meeting scheduling
    • Maintain and submit expense reports for business development team
    • All other duties and responsibilities assigned by the manager
    • Collaborate with marketing to maintain Johnson Asset Management website
    Minimum Qualifications:
    • Bachelor’s Degree
    • Highly organized with the ability to manage multiple projects and deadlines
    • High level of attention to detail and accuracy
    • Strong communication skills, both written and oral
    • Creativity for marketing asset management services
    • Working knowledge of Excel, Word, PowerPoint, MailChimp, and Adobe Illustrator
    • Motivated, self-starter, independent thinker
    • Works effectively with others in a professional manner
    • Ability to work in a fast-paced environment
    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.
     

    Numbers & Facts

    LocationCincinnati, Ohio
    Websitehttps://www.johnsoninv.com/careers

    Skills

    • Access Authorizationunmatched
    • Administrative Skillsunmatched
    • Adobe Illustratorunmatched
    • Asset Managementunmatched
    • Business Developmentunmatched
    • Communication Skillsunmatched
    • Customer Relationship Management (CRM) Systemsunmatched
    • Customer Support/Serviceunmatched
    • Database Administrationunmatched
    • Detail Orientedunmatched
    • Email Marketingunmatched
    • Expense Reportsunmatched
    • Legalunmatched
    • Marketingunmatched
    • Meeting Minutesunmatched
    • Microsoft Excelunmatched
    • Microsoft PowerPointunmatched
    • Microsoft Wordunmatched
    • Multitaskingunmatched
    • Newsletterunmatched
    • Organizational Skillsunmatched
    • Physical Demandsunmatched
    • Presentation/Verbal Skillsunmatched
    • Project/Program Managementunmatched
    • Sales Pipelineunmatched
    • Salesforce.comunmatched
    • Security Clearanceunmatched
    • Team Playerunmatched
    • Time Managementunmatched
    • Typingunmatched
    • United States Citizenunmatched
    • Willing to Travelunmatched
    • Writing Skillsunmatched

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