Administrative Associate
Tolleson Wealth Management
Job Description
Job Description
REPORTS TO: Manager of Business Operations
POSITION DESCRIPTION: This position will have responsibilities that support the Business Operations department and functions, providing an opportunity to interact with multiple processes and disciplines across the operational, wealth management and private banking teams.
DUTIES and RESPONSIBILITIES:
- Assist the Business Operations team with administrative activities and tasks
- Categorize and triage help desk tickets
- Provide basic troubleshooting and support for firm applications
- Assist with user configuration and maintenance across various systems
- Perform routine data cleanup
- Perform electronic document storage filing and maintenance
- Perform access audits as required by firm processes
- Create documentation for processes and systems
- Contribute to team projects as needed.
- Communicate effectively in non-technical terms with staff to help solve business problems
POSITION REQUIREMENTS:
- 1-2 years relevant experience or related coursework at an accredited institution
- Proficient in MS Word, MS Excel, MS Outlook, familiarity with MS Visio a plus
- Experience with Salesforce.com a plus
- High customer service mentality
- Ability to maintain extreme confidentiality in dealing with applications and sensitive data
- Ability to "multi-task", work several tasks at one time, with consistent follow through to completion
- Excellent written, oral, interpersonal, and presentational skills
- Must consent to and have favorable consumer report and background check
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 16 days ago
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