Client Support Assistant - Asset Management
Johnson Investment Counsel, Cincinnati, OH, United States
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.
Duties and Responsibilities
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
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.
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.
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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.
Duties and Responsibilities
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
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.
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.
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