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TIAA Administrative Assistant in INDIANAPOLIS, Indiana

COMPANY OVERVIEW:

As a part of TIAA’s Retail & Institutional Financial Services business, TIAA Bank, a division of TIAA, FSB, provides full-service, nationwide banking and lending services to consumer, commercial and institutional clients through a variety of channels, including online, its Florida-based financial centers and at other business offices throughout the country.

For more information about TIAA, .

POSITION SUMMARY:

Primary responsibilities are to support the business unit of National Portfolio Management operational day-to-day duties.

KEY RESPONSIBILITIES:

  • Coordinate and communicate meetings for high-net-worth clients in multiple locations across multiple time zones

  • As the voice of TIAA answer phones and route calls; provide general information to clients; refer questions and issues to appropriate staff or department for further information and problem resolution.

  • Maintain calendar for executives

  • Create internal/external correspondence using Microsoft Office products (Excel, PowerPoint, Word, etc.) as well as create correspondence and/or log activities in client management system (Siebel/Unified Desktop)

  • Compile client data and research

  • Make routine travel arrangements and complete expense reports

  • Order and maintain office supplies and marketing materials

  • Schedule and set-up internal meetings/conference calls/catering as required

  • May act as liaison for office facilities and maintenance issues

  • May act as liaison for vendors and ensure payment of office-related invoices

  • Ad-hoc reporting/projects

  • Assist teammates; cover other duties during vacations

QUALIFICATIONS:

Minimum Requirements:

  • High school diploma

  • 3+ years related experience

  • Proficiency in Outlook, Word and Excel

Desired skills:

  • Bachelor’s Degree

  • 5+ years related experience

  • Organized, detail oriented and follows-through

  • Able to multi-task and produce in a fast paced, team oriented environment

  • Excellent oral and written communication skills

  • Strong interpersonal and customer service skills

Equal Employment Opportunity is not just the law, it’s our commitment. Read more about the.

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

We are an Equal Opportunity/Affirmative Action Employer. We will 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 legally protected status.

Additional Information

  • Requisition ID: 1721698

Company: TIAA Bank

Post Date: Nov 19, 2019

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