Tolleson Wealth Management · 2 hours ago
Business Operations Summer Internship
Dallas, TX
Internship
Onsite
InternTolleson Wealth Management is a company focused on providing wealth management services, and they are seeking a Business Operations Summer Intern to assist with various projects. The intern will be involved in software selection, data analysis, and business process improvement while also supporting the team with troubleshooting and meeting participation.
BankingConsultingFinancial Services
Responsibilities
Assist in various Business Operations projects including Software selection, implementation and maintenance
Data analysis, organization and configuration
Business process improvement
Troubleshoot and assist with software related help requests within the organization
Participate in team/project meetings; take/distribute notes; and follow up on open items
Qualification
Required
Rising Senior college student with a graduation date of May 2027
Currently enrolled in an accredited program in business, technology or applicable engineering undergraduate program
Minimum of 3.2 GPA (overall) preferred
Analytical/process-oriented personality
Strong interest in process improvement and analysis
Strong interest in software/applications
Strong interest in problem solving
Strong communication and time management skills
Detail-oriented and well organized
Proficiency using Microsoft Office including Outlook, Excel, and Word
Ability to work independently
Must consent to and have favorable consumer report and background check
Preferred
Minimum of 3.2 GPA (overall) preferred
Company
Tolleson Wealth Management
Tolleson Wealth Management is a consulting company that provides banking, bookkeeping and investment services.
Founded in 1997
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Carter Tolleson
Chief Executive Officer
Eric W. Bennett
Chief Investment Officer, Co-Founder
Recent News
Dallas Business Journal
2025-02-19
The Business Journals
2024-04-08
2024-02-19
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