We are a Family Office and Wealth Management firm that started as a private investment
company for our founding family. With over 40 years of experience as a single family office, we
understand the responsibility, complexities and opportunities that come with success. Our clients
are in a unique position to leverage the collective wisdom, networks and experiences of all of the
families that have joined forces with JFG.
All team members at Johnson Financial Group, LLC are expected to act as compelling representatives of the Company and champions of our Mission and Values.
GENERAL SUMMARY:
This position is responsible for providing an excellent First Impression to all individuals contacting the company in person, via phone or through electronic communication. This role is seen as the Ambassador of the Company. It requires full time attention to the physical aspect of the office while balancing the phone, various duties and projects that are handled by the front desk.
All team members at Johnson Financial Group LLC are expected to act as compelling representatives of the Company and champions of our Mission & Values.
ROLE OVERVIEW:
Primary Duties and Responsibilities:
ESSENTIAL FUNCTIONS:
• Ambassador of the company as primary point of contact
• Meet and greet clients, guests and vendors
• Maintain the appearance of the office in the style it was envisioned
• Orchestrate all client meetings which includes preparing the room, materials and/or ordering lunches
• Maintain the physical components of the kitchen including dishwashers, coffee machine, icemaker, refrigerators
• Manage all in-coming and out-going mail while supporting the company bill paying services
• Coordinate and oversee ordering, inventory and distribution of supplies
• Liaison with building management and office related vendors
• Manage the calendars for all meeting rooms
• Manage and schedule the calendar for the Managing Director
• Maintain client confidence and protect operations by keeping information confidential
• Scan confidential documents and distribute accordingly
• Assist with client holiday gifts
• Other duties and projects as assigned
KNOWLEDGE, SKILLS AND ABILITIES
• Strong work ethic, attention to detail, self-starter
• Excellent verbal and written communication skills
• Professional and confidential
• Intermediate Microsoft application skills to include Word, Excel, and PowerPoint
*This job description does not include a complete listing of all the duties and functions of the position. Management reserves the right to assign other duties or projects as necessary.
COMPENSATION:
Base salary range: $50,000 - $90,000
BENEFITS INFORMATION:
Potential to receive a performance based cash bonus based on several factors including the profitability of the company, contributions by the employee to company performance and defined roles, responsibilities, and expectations.
Potential to receive a deferred compensation bonus which is invested in the JFG Internal Fund. The bonus has a three year cliff vesting period. The JFG Internal Fund is also available on a semi-annual basis for direct investment by the employee, their spouse, parents/in laws, and children. The JFG internal fund invests in private capital opportunities that our clients invest in as well.
A full suite of health benefits is available through Justworks beginning on the first of the month following employee's start date.
After 6 months of employment, employees become eligible for 401K. There is a 100% match on the first 3% that an employee contributes, then a 50% match on the next 2%. In total, if an employee contributes 5%, JFG will match 4%.
If you refer a client to the firm you are eligible to receive 25% of the revenue from that client the first year and 10% the remaining time they are a client and you are an employee of the firm.
Health and wellness benefits are available through ThrivePass in the amount of $50/month.
Annual Wishlist (gifts and/or experiences) items are given to employees on the anniversary of their hire date.
The Spear Award. This award is given on a quarterly basis. The recipient will receive their choice of a Wishlist item.
Flexible Time Off Policy.
Paid Parking.
JFG hosts multiple offsite cultural events for all employees.