Administrative Associate

Tolleson Wealth Management • Dallas, TX

1d

About The Position

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.

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
• 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

Nice To Haves

• Experience with Salesforce.com a plus

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 11-50 employees