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Tolleson Wealth Management · 1 day ago

Executive Assistant

Dallas, TX

Full-time

Onsite

Senior Level

7+ years exp

Tolleson Wealth Management is seeking an Executive Assistant to provide comprehensive administrative support to three executive leaders. The role requires exceptional organizational skills, attention to detail, and the ability to manage multiple priorities while maintaining confidentiality and professionalism in communication.

BankingConsultingFinancial Services

Responsibilities

Provide comprehensive administrative support for two Executives including Philanthropy Services and Family Engagement Managing Directors and the President of Tolleson Private Bank

Daily management of department incoming and outgoing mail including scanning and sorting necessary mail and sending packages and documents to Philanthropy clients

Send documents for signature via DocuSign

Help to foster a collaborative and high-performance work environment

Will serve as a backup for the front desk on occasion

Coordinate and manage the schedules of three executive leaders, including scheduling meetings, appointments, and travel arrangements

Serve as the primary point of contact between the executives and internal/external stakeholders

Handle correspondence, emails, and phone calls with professionalism and confidentiality

Deliver an exceptional customer service experience, addressing client needs and resolving issues efficiently

Organize and prepare for meetings, including drafting agendas, taking minutes, and following up on action items

Plan and coordinate travel itineraries and accommodations, and complete expense reports

Prepare and edit reports, presentations, and other documents as needed

Ensure all materials are accurate and professionally presented

Maintain client files and records, including filing documents in Box and updating information in Salesforce

Assist with special projects and initiatives, ensuring timely completion and effective communication of progress

Coordinate approvals and fill tables for Tolleson Event Sponsorships and client event sponsorship

Assist in venue planning activities for Philanthropic Convenings and Events

Handle sensitive information with the utmost discretion and maintain confidentiality at all times

Qualification

Executive Assistant experienceOrganizational skillsCommunication skillsMicrosoft productsProject managementMulti-taskingCustomer serviceWillingness to learnConfidentiality