Jobs at Tolleson Wealth Management (Now Hiring) — 2 open

DUTIES and RESPONSIBILITIES:

• Responsible for assisting Trust Officers and other trust department personnel in the daily administration of Private Trust’s trustee and executor relationships
• Work closely with trust department personnel on a day-to-day basis, to assist with handling administrative details while maintaining workflow
• Act as a point of contact with clients, trust beneficiaries and their advisors, co-fiduciaries, misc. outside service providers and internal company personnel
• Coordinate requests from clients, client assistants and other outside advisors
• Assist in trust account set up, effectuating trust distributions and trust administration
• Ensure integrity of account information to produce timely and accurate client statements
• Assist with monitoring and meeting compliance issues on each account
• Perform special projects relating to client billing issues, mail such as address changes, account changes, inquiry phone calls and other projects
• Assist in preparing meeting materials for various Private Trust Committees
• Handle other duties as assigned or requested

MINIMUM POSITION REQUIREMENTS:

• Prior experience in private trust administration, preferably 2+ years
• Prior experience with trust operations a plus
• Strong interpersonal and communication skills
• Sound judgment and ability to use discretion in making well-reasoned decisions
• Extensive background in use of Windows and Microsoft based products, including Office applications (Word, Excel, PowerPoint and Outlook), Internet applications
• Attention to detail and organizational skills must be a strength
• Proofreading skills
• Must consent to and have favorable consumer report, background check and drug/alcohol test

OTHER ESSENTIAL CANDIDATES:

• Ability to maintain extreme confidentiality in dealing with client matters
• Ability to “multi-task,” manage several projects at one time and follow through to completion
• Willingness to take initiative
• Ability to anticipate issues and be proactive/work quickly to resolve them
• Team player
• Desire to learn, expand responsibility