What are the responsibilities and job description for the Trust Processor position at TIAA?
Trust Processing Associate
Works in close collaboration with Trust Specialists and Lead Trust Specialist to ensure positive outcomes by participating in a variety of Trust activities including gathering notes, processing routine to moderately complex transactions and reconciliations, and reviewing and collecting documentation for proper execution.
Key Responsibilities and Duties
Career Level
6IC
Preferred Qualifications
Accessibility Support
Works in close collaboration with Trust Specialists and Lead Trust Specialist to ensure positive outcomes by participating in a variety of Trust activities including gathering notes, processing routine to moderately complex transactions and reconciliations, and reviewing and collecting documentation for proper execution.
Key Responsibilities and Duties
- 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 to moderately complex 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.
- Updates wealth management/Trust databases, maintains client records and conducts ad-hoc research or project assignments as requested by management team.
- Maintains an active role in monitoring operational matters, including Trust account service activities, and assisting with resolving client service issues as needed.
- Reviews documentation and ensures adequate and properly executed documents are received to open/fund/maintain/close accounts.
- Responsible for the accuracy of transactions either initiated by the client or business partners.
- University (Degree) Preferred
- 2 Years Required; 3 Years Preferred
- Physical Requirements: Sedentary Work
Career Level
6IC
Preferred Qualifications
- 3 years of financial services experience; specifically in Trust services.
- Possess knowledge of trust and estate administration.
- High level of accuracy and attention to detail; Strong organizational skills and ability to prioritize tasks.
- Strong relationship management skills with client facing experience.
- Meets or Exceeds service level agreements for exceptional client service.
- Thrives in a centralized team environment and is collaborative, but also works well independently.
- Excellent communication skills, both written and verbal.
- Experience with Salesforce.
- Operations processing experience.
Anticipated Posting End Date:
2025-01-31
Base Pay Range: $28.85/hr. - $40.87/hr.
Actual 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/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
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
Salary : $29 - $41
