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Job Description
- Req#: R250500157
- Provides administrative Trust support to Trust Specialists and Lead Trust Specialist.
- Scans, files, documents incoming correspondence as well as prepare outbound mailings.
- Participates in a variety of centralized operational trust activities including processing routine transactions or reconciliations.
- Responsive to needs of Wealth Advisors, Portfolio Managers, clients (occasional interactions) and other key business partners.
- Adheres to all service level agreements and timeframes.
- Validates that all policy, procedural, standards, and regulatory requirements are adhered to.
- Responsible for the accuracy of transactions either initiated by the client or business partners.
- Maintains an active role in monitoring operational matters, including Trust account service activities, and assisting with resolving client service issues as needed.
- Core activities include (but not limited to): ACH transfers, wire transfers, check requests, address changes, adding bank accounts, beneficiary updates, client mailing
- University (Degree) Preferred
- No Experience Required
- Physical Requirements: Sedentary Work
Trust Processor Associate
Works in close collaboration with Trust Specialists and Lead Trust Specialist to ensure positive outcomes by participating in a variety of Trust activities that are non-cash related including gathering notes, processing routine financial transactions and reconciliations, reviewing and collecting documentation for proper execution and assist with client related mailings.
Key Responsibilities and Duties
Career Level
5IC
Anticipated Posting End Date:
2025-05-20Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
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Company Overview
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
Benefits and Total Rewards
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.
Equal Opportunity
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Read more about your rights and view government notices here.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (800) 842-2755
Email: accessibility.support@tiaa.org
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.
For Applicants of TIAA Global Capabilities, click here.
For Applicants of Nuveen residing in Europe and APAC, please click here.
About the company
The Teachers Insurance and Annuity Association of America-College Retirement Equities Fund, is a Fortune 100 financial services organization that is the leading provider of financial services in the academic, research, medical, cultural and governmenta...
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