Job Responsibilities. Prepare financial analyses for various personal wealth management issues. including investments, estate planning, tax planning, debt management and insurance. Information gathering for client financial matters. Communication with client service team and outside client advisors. Preparation of financial reports and presentations for clients. Coordination and execution of investment strategies. Research on investment ideas and...
Job Description. Job Description. Duties and Responsibilities. Manage individual and/or entity books utilizing QuickBooks. Sync QuickBooks files with bank websites, credit card sites, Bill.com, etc. Reconcile bank statements for custody accounts on QuickBooks utilizing reconciliation module. Assist in preparation of individual and/or entity financial statements in Tolleson branding on a recurring basis, including but not limited to balance sheets...
Duties and Responsibilities. Support the success of the Bank's BSA/AML, USA PATRIOT Act and OFAC Programs by ensuring compliance on all related banking laws and guidance as appropriate. Collaborate with other BSA team members to manage compliance change management process, including logging, completing necessary documentation, and updating various relevant policies and procedures as appropriate. Responsible for processing public records investiga...
Duties and Responsibilities. Responsible for facilitating accounts payable for our private wealth management clients. Oversee bill payment/accounts payable and expense reporting utilizing Bill.com and Salesforce for client bookkeeping engagements and trust pay operations. Track recurring invoices utilizing recurring payables spreadsheets prepared for each client relationship. Track payments and clearing of payments on Bill.com. connect with vendo...
