Accounting Assistant

• Provide administrative support to the accounting department, including the CFO
• Perform general accounting duties such as preparing credit card expense reports and performing some reconciliation functions
• Scan and file by vendor all completed payments
• Mail accounts payable checks on a weekly basis
• Reconcile designated bank statements for corporate and partnership entities
• Prepare partnership journal entries and assist in monthly partnership accounting process
• Assist Accounting department with special projects, scanning and data upkeep

Minimum Position Requirements:

• 2+ years Administrative Assistant experience
• Two to three years’ experience working in accounting or general bookkeeping
• Ability to multi task and function in a fast-paced environment
• Ability to maintain extreme confidentiality when dealing with client matters

Other Essential Candidate Traits:

• Experience using Windows based software, including Microsoft Office applications and the ability to quickly learn new technology
• Intermediate Excel experience a plus
• Strong interpersonal, organizational, and communication skills; initiative; and ability to make decisions within guidelines
• Attention to detail must be a strength
• Willingness to learn, expand responsibility
• Must consent to and have favorable credit report, background check and drug/alcohol test

About Tolleson Wealth Management

We are a private, multi-family office serving a select group of clients with substantial wealth. The wide range of wealth management services we provide help simplify our clients’ financial needs and express their family values. Our team is made up of self-starters who enjoy a workplace that’s collaborative and engaging. Together, we foster a culture that embraces teamwork, creativity, fun and excellence. Interested in working with us? We’re looking for talented individuals to help us sustain our passionate and purposeful approach.

No Agencies Please

No 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.

Work Authorization

Tolleson Wealth Management will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas such as E, F-1, H-1, H-2, L, J, or TN or who need sponsorship for work authorization now or in the future, are not eligible for hire.

Tolleson Wealth Management is an Equal Opportunity Employer