Administrative Assistant

Job Description POSITION OVERVIEW: As an Administrative Associate, you will be supporting the administrative functions of Tolleson Wealth Management's Investment Team, managing over $8bn of assets. You will thrive in a fast-paced role with opportunity to learn and grow. This position is an on-site role.DUTIES and RESPONSIBILITIES:Coordinate logistics for all team meetings/calls including gathering documents from outside vendors, creating presentations, preparing agendas, booking and setting up conference rooms, and organizing catering as neededUnderstand team goals and priorities to effectively manage and prioritize team calendars, scheduling internal and external meetings/calls and adjusting calendars as neededAssist Bond Management operations with daily client requests, compliance reporting, and other projectsSupport Managing Director of Fixed IncomeEnsure investment communications and records are up to date in document and research management systemsCollaborate with the Investment Team Administrator to identify areas of improvement and best practicesAssist investment team with client facing materials and other ad-hoc projects, as neededProvide back-up support to CIO as neededCoordinate team member travel arrangements for domestic and international travelCollect and distribute investment team mailOther duties as assignedMINIMUM POSITION REQUIREMENTS:A minimum of 2 years relevant experience in an administrative assistant role. Preferably 3-5 years relevant experience. A combination of degree and experience may be acceptable.Bachelor's degree preferred.Proficient in Microsoft Outlook, PowerPoint, and Word; Excel skills a bonusOutstanding, professional verbal and written communicationProven ability to work collaboratively in a team environmentHigh attention to detailMust consent to and have favorable consumer report and background checkOTHER ESSENTIAL CANDIDATE TRAITS:Innovative and curiousPositive attitude, and eagerness to learn and growHigh level of discretion and confidentialityHigh emotional intelligenceWillingness to learn, expand responsibilityNO AGENCIES PLEASENo 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