Administrative Assistant at Tolleson Wealth Management

Asheville, North Carolina, United States

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Not SpecifiedCompensation

Entry Level & New GradExperience Level

Full TimeJob Type

UnknownVisa

Wealth Management, Financial ServicesIndustries

Requirements

Embody Modera’s core values: Confident Humility (team player, willing to do whatever it takes, pragmatic optimism), Contagious Growth Mindset (continuous learner, intellectual curiosity, strives for excellence, inspires others), Trusted Relationships (supportive, authentic, mutual respect)
Commitment to maintaining a supportive and inclusive environment
Extremely organized with excellent attention to detail
Capable of prioritizing and managing multiple tasks concurrently
Thrives in an environment focused on creative problem solving
Engaging and charismatic communicator
Passion for excellent service
Self-starter
Minimum associate degree
Minimum of 3+ years of experience in a registered investment advisory firm or financial services field
Proficiency with Word, Excel, and Outlook
Excellent written and verbal communication skills
Highly professional team player, able to work well with all levels of the firm and clients
Organized, meticulous, dependable, adaptable, detailed, service-oriented, and able to multitask
Personable, warm, engaging; client-first attitude; supports a team environment
Strong sense of professionalism and discretion
Occasional travel may be required

Responsibilities

Oversee conference room calendars
Screen and direct all inbound phone calls, take messages as needed; greet and accommodate guests
Provide real-time scheduling support by booking appointments and preventing calendar conflicts; oversee the calendar for the wealth management team
Scan, file, and document organization of all incoming documents including daily mail
Follow processes and procedures related to client data gathering and document creation, assisting the client service team
Manage all tasks pertaining to the office environment including tracking/ordering supplies, organizing company documents, and maintaining office appearance
Administer and prepare all out-bound mailings
Complete and track completion of client-related tasks in an accurate and timely manner, ensuring proper updating of system software with client and other relation information
Initiate workflow processes and ensure that checklists are generated and completed for meetings (start-ups, annual reviews, initial meetings, termination, etc.)
Maintain polite and professional communication via phone, email, and mail
Assist Chief Compliance Officer with all compliance-related testing
Assist with planning and coordination of client events
Multi-task, organize, and complete all other projects as assigned by management; prioritize projects, client needs, and office procedures
Consistently maintain a high standard of customer service
Preserve client confidentiality

Skills

Calendar Management

Phone Screening

Document Scanning

Filing

Office Supplies Management

Mail Processing

Client Data Handling

Tolleson Wealth Management

Multi-family office providing wealth management services

About Tolleson Wealth Management

Tolleson Wealth Management provides a variety of wealth management services tailored for affluent families. Their offerings include investment management, trustee services, philanthropy, and private banking, all designed to simplify the financial lives of their clients while aligning with their family values. The company fosters a collaborative work environment where team members are encouraged to support each other and focus on the well-being of both clients and colleagues. Unlike many other wealth management firms, Tolleson emphasizes a personalized approach, serving a select group of clients to ensure dedicated attention and service. The goal of Tolleson Wealth Management is to enhance the financial well-being of their clients and create lasting relationships built on trust and shared values.

Dallas, TexasHeadquarters

2000Year Founded

VENTURE_UNKNOWNCompany Stage

Social Impact, Financial ServicesIndustries

201-500Employees

Risks

Robo-advisors pose a threat with low-cost solutions for tech-savvy clients.

ESG investing trends may pressure Tolleson to adapt its strategies.

Regulatory scrutiny could impact Tolleson's operations and fiduciary responsibilities.

Differentiation

Tolleson offers bespoke wealth management services tailored to high-net-worth families.

The firm emphasizes philanthropy, aligning with clients' family values and community engagement.

Tolleson integrates technology in wealth management, winning awards for innovation.

Upsides

Tolleson's investment in Alphabet Inc. showcases strategic growth in tech sectors.

Recognition as a top wealth manager enhances Tolleson's industry reputation.

Community partnerships and philanthropy strengthen client relationships and brand image.

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