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Personal Trust Administrator
TIAA-CREF
Saint Louis, MO, United States
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COMPANY OVERVIEW:
Since 1918, it has been TIAA’s mission to serve, our ability to perform and the values we embrace that make us a different kind of financial services organization. We’re dedicated to serving the financial needs of those in the academic, medical, cultural, governmental and research fields, and committed to helping make lifetime financial well-being possible for them.
By building a culture that allows all employees to contribute their unique talents and skills, we’re able to provide our customers with fresh ideas and distinct perspectives to help them achieve their goals. We believe a diverse and inclusive workforce is one of our greatest strengths and a key measure of our success*.
For more information about TIAA, visit our website.
POSITION SUMMARY:
This position has responsibility for the complete administration of lower-moderate complexity Trust and Investment Management accounts within the Trust Company. Has direct oversight responsibility for assigned accounts and is responsible for providing quality service to high net worth clients. Service is provided by phone with limited face to face contact with clients.
KEY RESPONSIBILITIES AND DUTIES:
• Services all assigned accounts including analyzing agreements, procuring proper account documentation, insuring compliance, monitoring operations output and effecting distributions and other account-related transactions
• Responsible for improving client satisfaction through periodic contact, analysis of clients’ problems and concerns and assistance to clients with their financial needs
• Deepens relationship with current clients through additions or upgrades to accounts, retention efforts with the next generation 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 and Wealth Advisory Team who share in the servicing of client relationships
• Review, interpret and implement policies and procedures within compliance and departmental guidelines
QUALIFICATIONS:
Required Qualifications:
• Must possess 3+ years of experience in client and account administration (3+ years’ experience)
• Work Experience equivalent to BA/BS
Preferred Qualifications:
• Strong analytical skills and sound understanding of investment concepts
• Strong verbal and written communication and interpersonal skills
• Detail oriented and strong organizational skills
• Knowledge of trust accounting systems (i.e.SEI), imaging tools and Microsoft Office products.
• CFP or CTFA preferred