Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Administrative Assistant

Tolleson Wealth Management

Job Description

Job Description

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:

  • 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

MINIMUM POSITION REQUIREMENTS:

  • 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

OTHER ESSENTIAL CANDIDATE TRAITS:

  • 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 AGENCIES PLEASE

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

Vacancy posted 7 days ago
Similar jobs that could be interesting for youBased on the Administrative Assistant in Highland Park, TX vacancy
  •  ...Job Description Job Description The Insurance Administrative Assistant is instrumental in providing essential support to the management team. The ideal candidate will have a solid understanding of property and casualty insurance, claims processes, and compliance requirements... 
    Suggested
    Work at office

    Trigild

    Dallas, TX
    2 days ago
  • $25 - $30 per hour

     ...we invest in your growth and well-being. One Royal Culture Short Story We have a current opening for a Technology Administrative Assistant for our Dallas, TX office. Responsibilities Prepare and manage expense reports for the Technology organization,... 
    Suggested
    Temporary work
    For contractors
    Work at office
    Local area
    Work visa

    Royal Electric

    Dallas, TX
    25 days ago
  •  ...world. See additional details at Position Summary: Hillwood is seeking a highly professional, articulate, and polished Administrative Assistant to support the Director of Administration in the office of the Chairman. This role requires someone who values... 
    Suggested
    Full time
    Flexible hours

    Hillwood Development Company LLC

    Dallas, TX
    6 days ago
  • $17 - $27 per hour

     ...Job Description Job Description Description Job Title: Administrative Assistant  Company: Talkishco Location: Dallas, TX About Talkishco:   At Talkishco, we offer a range of sales solutions to businesses, including sales consulting, lead generation... 
    Suggested
    Hourly pay
    Work at office

    Talkishco

    Dallas, TX
    27 days ago
  •  ...Job Description Job Description Description: Administrative Assistant Monroe Group is looking for an Administrative Assistant to join our team! We are seeking an Administrative Assistant who can provide admin support to our management team and has the... 
    Suggested
    Temporary work
    Monday to Friday
    Flexible hours
    Afternoon shift

    Monroe Group LTD

    Dallas, TX
    16 days ago
  • $24 per hour

     ...sporting events, and broadcast productions with a commitment to innovation, reliability, and exceptional client service. This Administrative Assistant II position provides critical administrative support for the LD Systems Live Events production team while also supporting... 
    Work at office

    Clair Global Corporation

    Dallas, TX
    4 days ago
  •  ...Dallas, TX - Onsite Address: 5310 S. Buckner Blvd, Dallas, TX 75227 Job Schedule : Full-Time We are seeking an Administrative Assistant to join our team. The Administrative Assistant serves in a strategic function at Buckner Children and Family Services to administer... 
    Full time
    Work at office
    Local area
    Night shift
    Weekend work

    Buckner International

    Dallas, TX
    27 days ago
  • $36 - $43 per hour

     ...Job Description Job Description Job Title: Administrative Assistant Location: Dallas, TX Schedule: Monday–Friday | 8:00–4:00 or 8:30–4:30 (flexibility for occasional after-hours events required) Employment Type: Contract-to-Hire Pay Rate: $36.00–$4... 
    Hourly pay
    Contract work
    Work at office
    Local area
    Monday to Friday

    Addison Group

    Dallas, TX
    24 days ago
  • $22 - $24 per hour

     ...Job Description Job Description Job Title: Administrative Assistant Location: Dallas, TX Work Schedule: Monday – Friday, 8:00 AM – 5:00 PM Type of Employment: 6-Month Contract Compensation: $22.00 - $24.00 / Hourly Industry: Administrative Support... 
    Hourly pay
    Contract work
    Work at office
    Local area
    Monday to Friday

    Addison Group

    Dallas, TX
    24 days ago
  •  ...Job Description Job Description The Administrative Assistant is an entry-level contributor that solves customer related problems of limited complexity and scope and performs a variety of administrative assignments to gain knowledge and skills related to the department... 
    Work at office

    Dal-Tile

    Dallas, TX
    24 days ago
  • $26 - $30 per hour

     ...Vaco Atlanta is hiring an Administrative Assistant Coordinator to join a global consulting firm. This person will support senior executives and help keep a fast-paced office running smoothly. Role : Admin Assistant Coordinator Location: Texas - Dallas... 
    Contract work
    For contractors
    Work at office
    Local area

    Vaco

    Dallas, TX
    1 day ago
  •  ...We are seeking a highly organized, friendly, and bilingual individual to join our team as a Part-Time Front Desk Administrative Assistant for our Dallas location. As the first point of contact for our company, you will be responsible for providing exceptional... 
    Part time
    Work at office

    Saenz-Garcia Law Pllc

    Dallas, TX
    25 days ago
  •  ...Sr Administrative Assistant, Radiation Oncology With over 75 years of excellence in Dallas-Fort Worth, Texas, UT Southwestern is committed to excellence, innovation, teamwork, and compassion. As a world-renowned medical and research center, we strive to provide the best... 
    Full time
    Work at office

    UT Southwestern Medical Center

    Dallas, TX
    1 day ago
  •  ...The Administrative Specialist is responsible for assisting the School Manager and Placement Manager with student placement and overall administrative functions at the school. This role provides first-class business and clerical support for all employees and students and... 
    Work at office

    Werner Enterprises

    Dallas, TX
    2 days ago
  •  ...The City of Dallas is hiring a Senior Office Assistant (Aviation - Civil Service) to provide high-level administrative support, assist with reports, data gathering, budgeting, and coordination of projects within a defined program area. The role requires strong writing... 
    Full time
    Work at office

    Dallas

    Dallas, TX
    1 day ago
  •  ...Administrative Associate, Hematology/Oncology WHY UT SOUTHWESTERN? With over 75 years of excellence in Dallas-Fort Worth, Texas, UT Southwestern...  ...and a rewarding career! JOB SUMMARY Works under direction to assist with management of administrative and/or business functions of... 
    Full time
    Work experience placement
    Shift work

    UT Southwestern Medical Center

    Dallas, TX
    4 days ago
  •  ...entries, and case documents. Light travel is anticipated. The Administrative Senior Professional role is a full-time position located in Dallas...  ...issues rapidly, anticipate and resolve potential problems. Assist in managing and responding to emails and requests in a timely... 
    Full time
    Work at office
    Remote work
    Relocation package

    Socket

    Dallas, TX
    2 days ago
  •  ...City of Dallas seeks a Senior Office Assistant to provide senior-level administrative support, including researching processes, gathering data, writing reports, coordinating activities, and assisting with administrative projects to ensure efficient division operations... 
    Work at office

    City of Dallas

    Dallas, TX
    1 day ago
  •  ...Job Title Administrative Associate Job Description Baylor now stands as one of the premier institutions of higher education in the world...  ...Accommodations for nursing students at LHSON, help maintain assistive technology, and stay current in accommodation policies/procedures... 
    Full time
    Work at office

    Baylor University

    Dallas, TX
    1 day ago
  •  ...Center for Nursing Research (CNR) is looking for a dynamic and energetic individual to join the team. This is a part‑time administrative support assistant. This opening provides general administrative and records support for the CNR in the Ross and Carol Nese College of... 
    Part time
    Work at office
    Immediate start
    Remote work
    Flexible hours

    The Pennsylvania State University

    University Park, TX
    3 days ago
  • $16 - $30 per hour

     ...clerks come from all different backgrounds including, data entry, telemarketing, customer service, sales, clerical, secretary, administrative assistant, warehouse, inventory, receptionist, call center, part-time, retail fields & more. Must be 16 years of age or older... 
    Hourly pay
    Part time
    Work at office
    Remote work
    Work from home
    Flexible hours

    Jobconversion, LLC

    Dallas, TX
    15 hours ago
  •  ...Job Description Job Description Senior Administrative Assistant/Office Manager Location: Dallas, Texas Employment Type: Full-Time, Onsite Position Summary The Administrative Assistant / Office Manager provides administrative support to multiple... 
    Full time
    Work at office

    TECHSTREAM LLC

    Dallas, TX
    22 days ago
  •  ...to claims Perform detailed and accurate data entry Take ownership of the job until completed Perform general administration duties Assist other departments, as needed Position Requirements ~ Ability to learn new software systems ~1+ year(s) of administrative... 
    Work at office

    SERVPRO of Duncanville/DeSoto

    Dallas, TX
    14 days ago
  • Job Description Job Description Neal R. Gross and Co. is a leading Court Reporting and Transcription services company based out of the Washington, DC area with work across the country. Our clients include local, state and federal courts, the House of Representatives...
    Contract work
    Local area
    Flexible hours

    Neal R Gross & Co

    Dallas, TX
    12 days ago
  •  ...department, project office, etc.) Position Responsibilities And Duties Ability to perform all essential duties of Junior Administrative Assistant as needed Coordinate and perform a range of division/department support activities; serve as a liaison with other... 
    Temporary work
    Work at office
    Flexible hours

    Swinerton

    Dallas, TX
    4 days ago
  •  ...About the job Administrative Assistant / USA / Remote This position requires a tenacious self-starter who can anticipate the needs of the leaders and take initiative to solve problems independently. In addition to being organized, approachable and confidential, you... 
    Remote work

    Recruit Monitor

    Dallas, TX
    4 days ago
  •  ...chemicals and should be comfortable doing such - either with previous experience or the willingness to learn. Job Description Administrative Assistant III - JOB TITLE: Administrative Assistant - IV Position Type: Temporary Requisition Number: ITEKJP00013711 Positions... 
    Temporary work

    Direct Staffing Inc

    Dallas, TX
    3 days ago
  •  ...Milton Sleep is seeking an Accounting Assistant in Dallas, Texas, responsible for providing administrative support in the Accounting Department. Duties include assisting with billing reconciliations, updating filing systems, and printing customer invoices. Candidates... 
    Work at office

    Milton Sleep

    Dallas, TX
    2 days ago
  •  ...Why E2 Optics? Join E2 Optics as an Administrative Assistant! Are you ready to elevate your career with an award-winning, woman-owned technology integrator that's leading the charge in the data center revolution? E2 Optics is one of the fastest-growing and most stable... 
    Work at office

    E2 Optics

    Dallas, TX
    2 days ago
  •  ...Gresham Smith Administrative Assistant At Gresham Smith, we call it Genuine Ingenuity. Our culture is the cornerstone of who we are, and our people are at the heart of everything we do. United by our Core Purposeto plan, design, and consult to create healthy and thriving... 
    Temporary work
    Work at office
    Flexible hours

    Gresham Smith

    Dallas, TX
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Administrative Assistant. Be the first to apply!