Trust Associate

Johnson Investment Counsel, Inc.; Cincinnati (OH); On-site; USD 50,000 - 70,000; Full time

Job summary

Johnson Investment Counsel, Inc. seeks a Trust Administration Support professional to assist Trust Officers in managing JTC accounts, ensuring fiduciary duties and regulatory compliance.

You will independently handle workflows, financial transactions, and reporting while contributing to process improvements across trust groups. The role requires strong organizational skills, data handling, and proficient use of Excel, Word, and Outlook.

Qualifications

• BBA/BS degree or 4+ years of relevant work experience.
• Bank or trust experience is not required.
• Understanding fiduciary responsibilities and confidentiality.
• Willingness to learn and grow in role.
• Independent/self-starter with ability to manage multiple tasks.
• Ability to own and manage multiple projects independently.
• Organized and detail oriented.
• Excellent problem solving and follow up skills.
• Proficient in Excel, Word, and Outlook.
• Strong interpersonal and communication skills.
• Relational and easy to work with.

Responsibilities

• Assist Trust Officers with professional service and fiduciary responsibilities.
• Identify, analyze, and resolve issues in account administration and propose solutions.
• Maintain compliance with internal policies and regulatory requirements.
• Independently manage workflows using checklists and procedures.
• Manage tasks like ticklers, spreadsheet tracking, and electronic file upkeep.
• Process financial transactions such as bill payments, checks, ACH, and wire transfers.
• Establish, maintain, and terminate trust accounts in custodial systems.
• Compile tax information for CPAs and ensure timely tax filings.
• Gather information to prepare reports and support trust-related projects.

Skills

Critical thinking

Multitasking

Curiosity

Independent/self-starter

Prioritize workload

Organized

Problem solving

Excel

Word

Outlook

Interpersonal skills

Communication

Relational

Education

BBA/BS degree or 4+ years of relevant work experience

Tools

Excel

Word

Outlook

Job description

This position will support Trust Officers in administration of JTC accounts in compliance with governing documents, fiduciary standards, and applicable laws.Assisting Trust Officers in managing JTC accounts in accordance with established policies and procedures. Collaborate with Portfolio Manager (PM) Groups to ensure operational excellence and exceptional client service.

Essential functions of position:

• Assist Trust Officers with providing professional service through timely satisfaction of client needs, and the fulfillment of JTC’s fiduciary responsibilities.
• Assist Trust Officers in identifying, analyzing and resolving issues arising in the course of account administration and recommend solutions to Trust Officers, as appropriate.
• Maintain compliance with all internal policies and procedures, as well as regulatory and legal requirements.
• Independently manage workflows using checklists and/or proven procedures.
• Independently manage tasks such as ticklers, spreadsheet tracking, electronic file upkeep, etc.
• Independently process financial transactions such as bill payment, check requests, ACH, internal transfers, and wire transfers.
• Establish, maintain, and terminate trust accounts on custodial, trust accounting, and other systems.
• Assist Trust Officers with compiling and organizing tax information to provide to CPAs and ensure the timely filing of tax returns and tax payments.
• Gather and compile information from various sources to prepare reports.
• Assist with a variety of trust-related projects.

Preferred education and experience:

• BBA/BS degree, or 4+ years of relevant, equivalent work experience."
• Bank or trust experience is not required.Attractive candidates will have experience and success in roles that require critical thinking skills, the ability to manage multiple tasks and responsibilities, and curiosity.
• Understanding of the fiduciary responsibility to safeguard confidential financial and personal information with professional integrity.
• Willingness and desire to learn and grow in role.
• Independent/self-starter with the ability to prioritize a large workload for multiple Trust Officers.
• Ability to own and manage multiple projects simultaneously and work independently.
• Organized and detail oriented.
• Possess excellent problem solving and follow up skills.
• Computer proficient in Excel, Word, and Outlook.
• Effective interpersonal and communication skills.
• Highly relational and easy to work with.

Supervisory responsibility:

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.

Company Description

Johnson Investment Counsel is one of the nation’s largest independent registered investment advisors, serving clients in all 50 states. As a fee-only wealth management firm, the company is committed to a fiduciary standard, placing client interests above its own. Through Johnson Private Client Group, Johnson Trust Company, and Johnson Asset Management, the firm serves individuals, corporations, retirement plans, foundations, and endowments. Founded in 1965, Johnson Investment Counsel focuses on long-term client relationships, sophisticated financial solutions, and multigenerational service. As an independent, employee-owned firm, team members have a vested interest in client success and the ongoing strength of the organization.