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Tolleson Wealth Management Jobs

Tolleson Wealth Management

DALLAS, TX | 50 followers

Tolleson Wealth Management Overview

WEBSITE tollesonwealth.com
HEADQUARTERS DALLAS, TX
SIZE 25 - 50
FOUNDED 2000
CEO JOHN TOLLESON
TYPE Investment Company
REVENUE $5M - $10M
Related Companies
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About Tolleson Wealth Management

Tolleson is a provider of investment management and private banking services to businesses.

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Client Operations Analyst at Tolleson Wealth Management

Dallas, TX | Full Time
$56k-72k (estimate)
1 Month Ago
DUTIES And RESPONSIBILITIES. Perform client investment account administration and maintenance. Familiarization with entity structures (Individuals, Trust, Corps., LLP). Prepare brokerage account applications. Process account maintenances (close accounts, registration changes, account updates). Manage letters of authorization. Reconcile tax basis information. Obtain, review and distribute corporate notices. Investment account transactions. Cash mo...
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