TIAA Associate Trust Administrator - Investment Management and Fiduciary Services in St. Louis, Missouri

Description:

COMPANY OVERVIEW:

As long as there are people who make the world a better place, we'll keep making a difference for them. Since 1918, it has been TIAA's mission to serve those who serve others. It is this mission and the values we embrace that make us a different kind of financial services organization.

When you work here at TIAA, you're not just in it for yourself. You are part of something bigger. A collective mission to make a difference - a collective mission we make our own.

To be difference makers.

For more information about TIAA, visit our website at https://www.tiaa-cref.org/public/about-us/who-we-are-at-tiaa-cref .

POSITION SUMMARY:

This is a developing role that will be responsible for processing the day-to-day activities associated with Institutional Trust accounts. This individual will assist in office operations including cash processing and fund accounting. In addition, assist Trust Administrators with the administration and retention of our growing institutional business (specifically focused on Foundations, Endowments, qualified and non-qualified plans). The key responsibility for this individual will be to ensure that these accounts are administered in accordance with the terms of governing instruments, organizational policies and procedures, and State and Federal laws. In this role, the individual will interact with clients and our business partners across the organization.

KEY RESPONSIBILITIES AND DUTIES:

  • Account management including analyzing agreements, procuring proper account documentation, insuring compliance, monitoring operations output and effecting distributions and other account-related transactions

  • Prepare the fund accounting reports for assigned relationships within the stated service level times for each clients

  • Improving client satisfaction through periodic contact, analysis clients’ problems and concerns, and assistance to clients with their financial needs

  • Build knowledge of applicable fiduciary and tax laws through attending seminars and courses in order to deliver thorough and authoritative solutions to clients

  • Deepen relationship with current clients through additions or upgrades to accounts and supports field advisors in winning new business

  • Work in a team environment to provide high levels of service to clients and support to Portfolio Managers or Wealth Advisors who share in the servicing of client relationships

  • Review, interpret and implement policies and procedures within compliance and departmental guidelines

Qualifications:

QUALIFICATIONS:

Required Qualifications:

  • 2 years of financial services or accounting experience

Preferred Qualifications:

  • Bachelor’s degree or equivalent experience

  • Trust administration experience

  • Knowledge of trust systems

  • Knowledge of accounting principals

  • Strong knowledge of Microsoft Excel

  • Knowledge of cash and security transactions and trust operations

  • Strong analytical skills and sound understanding of investment concepts

  • Strong verbal and written communication and interpersonal skills

  • Detail oriented and strong organizational skills

Equal Employment Opportunity is not just the law, it’s our commitment. Read more about the Equal Employment Opportunity Law at http://www1.eeoc.gov/employers/upload/eeocselfprint_poster.pdf .

If you need assistance applying due to being visually or hearing impaired, please email Careers Help .

This organization is an equal employment opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, this organization expressly prohibits discrimination, harassment, and retaliation on the basis of race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy (including childbirth, breastfeeding or related medical conditions where applicable), sexual orientation, gender, gender identity, gender expression, transgender, marital status, national origin, ancestry, physical or mental disability, requesting a reasonable accommodation based on mental or physical disability, medical condition (as defined by applicable law), genetic history and information, citizenship status, military or veteran status, or any other status protected by federal, state, or local law or ordinance or regulation (collectively referred to here as “protected characteristics”).

  • ©2016 Teachers Insurance and Annuity Association of America (TIAA), 730 Third Avenue, New York, NY 10017

C23921

Job: Client Services

Primary Location: MO-St. Louis

Req ID: 1714395