Client Support Assistant - Asset Management

Client Support Assistant - Asset Management at Johnson Investment Counsel Client Support Assistant - Asset Management at Johnson Investment Counsel in Bellevue, Kentucky Posted in 2 days ago.

Type:

full-time

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.

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 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.