What are the responsibilities and job description for the Front Desk Associate position at Johnson Investment Counsel?
Company Description
Johnson Investment Counsel is one of the largest independent Registered Investment Advisors (RIAs) in the country, serving clients in all 50 states. As a fee-only wealth management firm, the company operates as a fiduciary, prioritizing clients’ best interests above all else. Founded in 1965, Johnson Investment Counsel focuses on providing sophisticated financial solutions and building meaningful, long-term relationships with clients, including individuals, corporations, retirement plans, foundations, and endowments. The firm is employee-owned, ensuring that each team member is deeply invested in the success of their clients.
Summary / objective of position:
The Front Desk Associate is the first point of contact for Johnson Investment Counsel. This individual is responsible for answering and directing calls, greeting visitors, receiving and distributing mail, plus assisting with maintaining conference rooms and office supplies. This position would be part-time in person with Thursday and Friday being a requirement and the 3rd work day of your choice.
Essential functions of position:
• Provide high level client care which includes:
• Receiving and processing incoming calls
• Assisting with documents and check drop off
• Maintain a clean and organized reception area and conference rooms
• Maintain daily conference room calendar and assign rooms for meetings
• Provide oversight of employee workroom:
• Maintaining stock of office supplies and marketing collateral materials
• Understand equipment and trouble shoot items such as copier, postage machine, etc.
• Receive and distribute all incoming mail, deliveries, courier items and publications
• Process outgoing mail and shipments
• Offer support to other departments through various projects
• Assist with in-house lunches and client events
Preferred education and experience
• High school degree
• Excellent telephone etiquette
• Excellent communication skills and attention to detail
• Experience in customer support or service role
• Proven record of dependability, punctuality and coverage flexibility
• Professional appearance and outgoing personality
• Basic software knowledge (Microsoft Outlook, Word and Excel)
• Telephone multi-line experience a plus
• Ability to work in a team environment
• Ability to work within deadlines
• Confidence in decision making
• Ability to establish and maintain positive relationships with all staff levels
• Notary or willingness to obtain notary license
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.