2 Jobs in Kenwood, OH
Johnson Investment Counsel is Hiring a Trust Associate Near Kenwood, OH
- Provide high touch interaction to clients, prospective clients, professional advisors, and PM Groups with Trust Officer guidance
- Obtain and compile information from internal/external sources to assist the Trust Officer in the delivery of quality client service.
- Effectively assist Trust Officer with providing professional service through timely satisfaction of client needs, including PM Groups, and the fulfillment of JTC’s fiduciary responsibilities.
- Assist Trust Officer in facilitating effective teamwork with Portfolio Managers and their support staff to deliver high quality client service.
- Facilitate Trust Officer and Trust Counsel analysis and interpretation of standard legal instruments to determine duties and responsibilities of JTC.
- Identify, analyze and resolve issues arising in the course of account administration and recommend solutions to Trust Officer as appropriate.
- Assist Trust Officer in review of new trust accounts for acceptance and identification of trust administration issues and tasks.
- Establish and maintain trust accounts on proprietary system and with custodian.
- Maintain compliance with all internal policies and procedures, as well as regulatory and legal requirements.
- Assist Trust Officer in completing annual trust account reviews on timely basis; manage resolution of identified issues.
- Assist Trust Officer in organizing and preparing for Board of Directors/Committee meetings, as needed.
- Assist Trust Officer with internal/external auditors in completion of trust administration audits, as needed.
- Assist with a variety of trust related projects.
- A minimum of five years personal trust administration experience and/or four-year undergraduate degree.
- 2 years’ experience in reading and interpreting trust/estate documents, preferred.
- CTFA or other professional designation preferred, or willingness to obtain
- Highly relational and easy to do business with
- Displays adaptability and versatility in work and social style
- Working knowledge of the interpretation and practical application of document provision, trust and estate law, taxes, investments and the legal framework of trust administration, preferred.
- Independent/Self Starter with the ability to prioritize a large workload
- Ability to manage multiple projects simultaneously and work independently as needed
- Organized, detail-oriented with excellent problem solving and follow up skills
- Computer-proficient in Excel and Word
- Works effectively in a team environment and independently
- Demonstrates effective interpersonal and communication skills
Job Summary
Full Time
Investment Management
$69k-85k (estimate)
06/13/2023
06/11/2024
johnsoninv.com
CINCINNATI, OH
50 - 100
1965
$10M - $50M
Investment Management
Related Companies
About Johnson Investment Counsel
Johnson Investment Counsel has steadily grown to become one of Ohios largest independent wealth management firm, currently serving clients in 49 states. As a fee-only wealth management firm, we proudly embrace our fiduciary duty to our clientsmeaning we have a legal obligation to put your interests above our own. Through Johnson Private Client Group, Johnson Trust Company, and Johnson Asset Management, we serve individuals, corporations, retirement plans, foundations, and endowments. Johnson Investment Counsel, Inc. was founded in 1965 under the principle that clients are our top priority. Our ...
dedication to service stems from our passion to provide sophisticated solutions to our clients, partnering with them to develop long-lasting relationships that span generations. As an independent company, the owners of our firm are also employees. Instead of focusing on the expectations of external shareholders, you are working with people who have a vested interest in your success.
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The job skills required for Trust Associate include Problem Solving, Communication Skills, Teamwork, etc. Having related job skills and expertise will give you an advantage when applying to be a Trust Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Trust Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Trust Associate positions, which can be used as a reference in future career path planning. As a Trust Associate, it can be promoted into senior positions as a Trust Officer III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Trust Associate. You can explore the career advancement for a Trust Associate below and select your interested title to get hiring information.
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