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

Learn more about this Employer on their Career Site

Administrative Associate