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Tolleson Wealth Management in United States

12 jobs at Tolleson Wealth Management in United States

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  • Tolleson Wealth Management

    Account Services Associate

    2 weeks ago

    Tolleson Wealth Management Dallas, United States

    Job Description · Job DescriptionPOSITION DESCRIPTION This position will share responsibilities that support multiple departments and business functions with others in a similar role, providing an opportunity to interact with and understand multiple processes and disciplines in a ...

  • Tolleson Wealth Management

    Client Advisory Manager

    2 weeks ago

    Tolleson Wealth Management Dallas, United States

    Job Description · Job DescriptionDuties and Responsibilities: · Primary role is serving as project manager for client engagements. Emphasis on managing the flow of all projects for assigned clients to a successful completion. · Oversee, manage, prepare, analyze and provide advice ...

  • Tolleson Wealth Management

    Client Advisory Team Director

    3 weeks ago

    Tolleson Wealth Management Dallas, United States

    Job Description · Job DescriptionDuties and Responsibilities: · Oversee, manage, prepare, analyze, and provide advice to wealthy families on all aspects of personal financial planning including but not limited to:Investments · Estate planning · Tax planning · Debt management · In ...

  • Tolleson Wealth Management

    Credit Analyst

    2 weeks ago

    Tolleson Wealth Management Dallas, United States

    Job Description · Job DescriptionDuties and Responsibilities: · Conduct a thorough financial analysis of applicants, including reviewing financial statements and tax returns to assess creditworthiness · Evaluate the strength of collateral offered by applicants to secure credit, e ...

  • Tolleson Wealth Management

    Client Service Associate

    2 weeks ago

    Tolleson Wealth Management Dallas, United States

    Job Description · Job DescriptionOverview: As a Client Service Associate, you will have the opportunity to positively impact the lives of our clients by cultivating and enhancing new and existing client relationships. Through proactive and strategic client interaction you will de ...

  • Tolleson Wealth Management

    Staff Accountant

    2 weeks ago

    Tolleson Wealth Management Dallas, United States

    Job Description · Job DescriptionOverview: Dallas based private wealth management firm is looking to add value to their team by hiring a Staff Accountant. This is a critical role for the organization and will directly support the Corporate Controller with great exposure to leader ...

  • Tolleson Wealth Management

    Fund Accounting Director

    4 weeks ago

    Tolleson Wealth Management Dallas, United States

    Job Description · Job DescriptionDUTIES AND RESPONSIBILITIES: · Responsible for the accounting and administration of direct investment and fund of fund partnerships including 4 large open end hedge fund partnerships and 15 private equity partnerships · Manage a staff of two in Fu ...

  • Tolleson Wealth Management

    Administrative Service Associate

    2 weeks ago

    Tolleson Wealth Management Dallas, United States

    Job Description · Job DescriptionDuties and Responsibilities: · Assist team with new and ongoing data and document maintenance in our Client Relationship Management (CRM) and Document Management Systems (DMS)Receive, review, and process incoming mail, sending to appropriate team ...

  • Tolleson Wealth Management

    Staff Accountant

    2 weeks ago

    Tolleson Wealth Management Dallas, United States

    Job Description · Job DescriptionOverview: Dallas based private wealth management firm is looking to add value to their team by hiring a Staff Accountant. This is a critical role for the organization and will directly support the Assistant Controller with great exposure to leader ...

  • Tolleson Wealth Management

    General Application

    4 weeks ago

    Tolleson Wealth Management Dallas, United States

    Job Description · Job DescriptionThis posting is for General Applications. · Minimum Position Requirements: · Must consent to and have favorable consumer report, background check and drug/alcohol test · #LI-DNP · NO AGENCIES PLEASE · No calls or agencies please. Any Employment ...

  • Tolleson Wealth Management

    Staff Accountant

    2 weeks ago

    Tolleson Wealth Management Dallas, United States

    Job Description · Job DescriptionOverview: Dallas based private wealth management firm is looking to add value to their team by hiring a Staff Accountant. This is a critical role for the organization and will directly support the Assistant Controller with great exposure to leader ...

  • Tolleson Wealth Management

    Bookkeeping Associate

    2 weeks ago

    Tolleson Wealth Management Dallas, United States

    Job Description · Job DescriptionDuties and Responsibilities: · Manage individual and/or entity books utilizing QuickBooks · Sync QuickBooks files with bank websites, credit card sites, , etc. · Reconcile bank statements for custody accounts on QuickBooks utilizing reconciliation ...