What are the responsibilities and job description for the Administrative Assistant position at Tolleson Wealth Management?
POSITION OVERVIEW: As an Administrative Associate, you will be supporting the administrative functions of Tolleson Wealth Management’s Investment Team, managing over $8bn of assets. You will thrive in a fast-paced role with opportunity to learn and grow. This position is an on-site role.
DUTIES And RESPONSIBILITIES
No calls or agencies please. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees.
Tolleson Wealth Management is an Equal Opportunity Employer
DUTIES And RESPONSIBILITIES
- Coordinate logistics for all team meetings/calls including gathering documents from outside vendors, creating presentations, preparing agendas, booking and setting up conference rooms, and organizing catering as needed
- Understand team goals and priorities to effectively manage and prioritize team calendars, scheduling internal and external meetings/calls and adjusting calendars as needed
- Assist Bond Management operations with daily client requests, compliance reporting, and other projects
- Support Managing Director of Fixed Income
- Ensure investment communications and records are up to date in document and research management systems
- Collaborate with the Investment Team Administrator to identify areas of improvement and best practices
- Assist investment team with client facing materials and other ad-hoc projects, as needed
- Provide back-up support to CIO as needed
- Coordinate team member travel arrangements for domestic and international travel
- Collect and distribute investment team mail
- Other duties as assigned
- A minimum of 2 years relevant experience in an administrative assistant role. Preferably 3-5 years relevant experience. A combination of degree and experience may be acceptable.
- Bachelor’s degree preferred.
- Proficient in Microsoft Outlook, PowerPoint, and Word; Excel skills a bonus
- Outstanding, professional verbal and written communication
- Proven ability to work collaboratively in a team environment
- High attention to detail
- Must consent to and have favorable consumer report and background check
- Innovative and curious
- Positive attitude, and eagerness to learn and grow
- High level of discretion and confidentiality
- High emotional intelligence
- Willingness to learn, expand responsibility
No calls or agencies please. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees.
Tolleson Wealth Management is an Equal Opportunity Employer