The Trust Administrator job oversees trust life-cycle processing for an assigned group of clients. Under general supervision, this job is responsible for the preparation and accuracy of client data for reporting deliverables. This job frequently communicates with clients to provide instructions, answer questions, \n and resolve issues that arise.

Key Responsibilities and DutiesGathers and reviews initial data and documents provided by client, tracking missing information, and resolving data discrepancies. \nEnsures the accurate and timely processing of client life-cycle processes such as: new account opening and funding, terminations, shifts of interest, gift additions, and demographic updates.\nCommunicates instructions to clients, clarifying issues, coordinating deliverables timing and delivery, and setting expectations with day to day client staff. \nFields routine inquiries and ad hoc information requests from clients and collaborates with various internal support team to ensure timely and accurate client deliverables.\nUtilizes trust accounting systems, planned giving products and proprietary systems to support administration of client programs.Educational RequirementsUniversity (Degree) PreferredWork Experience2+ Years Required; 3+ Years PreferredPhysical RequirementsPhysical Requirements: Sedentary Work
Career Level
6IC

Required:

2+ years financial services experience

Preferred:

3+ years financial services experience

Additional Job Details:

Support the collection and billing of client fee revenues for Trust Services Assist in the oversight of fee computation and collectionSupport the preparation of fee accrualsSupport fee rebate processing and oversight assistancePerform cash related activities supported by the teamPerform securities related activities supported by the teamSupport the account closing process which includes, but is not limited to, the following

Related Skills

Client Relationship Management, Commercial Mindset, Consultative Communication, Ethical Conduct, Executive Presence, Investment Strategy Acumen, Legal Acumen, Portfolio Management, Tax, Technical Writing, Trusts

Anticipated Posting End Date:

2025-02-18

Base Pay Range: $60,300/yr. - $89,200/yr.

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). 

_____________________________________________________________________________________________________

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.

Read more about the Equal Opportunity Law 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.