Administrative Service Associate

3 weeks ago

Dallas, United States Tolleson Wealth Management Full time
Job DescriptionJob Description

Duties and Responsibilities:

  • Assist team with new and ongoing data and document maintenance in our Client Relationship Management (CRM) and Document Management Systems (DMS)
    • Receive, review, and process incoming mail, sending to appropriate team members
    • Compile, scan and organize incoming data and documents
    • Send outgoing mail, with heavy assistance during tax and holiday seasons
    • Maintain CRM data
  • Client Meeting Preparation
    • Ensure all communication is "client ready" - Consistent, correct spelling and grammar, professional appearance, logically organized, etc.
    • Use print and binding machine to compile and bind meeting materials
    • Room setup and breakdown – including Audio/Visual equipment setup
    • Order any food; handle delivery, setup, and clean up
    • Webinar/Seminar registration
  • Client Service Support
    • Assist the Client Service Associates with enhancing the client experience – packaging client gifts, coordinating birthday cards, etc.
    • Coordinate with team to track receipt of various paperwork for client signature
    • Offer in-office support for remote team members
    • Performs reception duties as needed
  • Develops proficiencies in technology platforms to troubleshoot and offer support
  • Special projects and other duties as assigned

Requirements:

  • 2-3 years of office administrative experience preferred
  • Strong initiative, interpersonal, organizational and communication skills
  • Extensive background using Windows and Microsoft based products
  • Ability to maintain extreme confidentiality in dealing with client matters
  • Desire to work in a rapidly growing business with an extremely high degree of customer service expectations
  • Must consent to and have favorable consumer report, background check and drug/alcohol test

Other Essential Candidate Traits:

  • Ability to be proactive and anticipate issues; works quickly and proactively to solve them
  • Willingness to learn, expand responsibility
  • Experience with Salesforce or other CRM system a plus
  • General knowledge and understanding of private client/personal financial services industry preferred
  • Familiarization with entity structures (trusts, partnerships, corporations, etc)

#LI-KS1

#LI-Onsite

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

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