TIAA Administrative Assistant - Rochester in ROCHESTER, New York
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,.
TIAA seeks an Administrative Assistant to join our team in our Rochester, NY location. Primary responsibilities are to support the business unit of Individual Advisory Services operational day to day duties. All tasks, responsibilities and assignments must be completed with the highest level of quality following regulatory procedures (FINRA). Candidates will be working closely with both internal and external clients, so teamwork is a must. The ideal candidate should have an exceptional level of customer service and problem solving skills, the ability to manage change and excellent communication skills.
KEY RESPONSIBILITIES AND DUTIES:
Greetingclients and manage reception area
Asthe voice of TIAA, answer phones and route calls provide generalinformation to clients refer questions and issues to appropriate staff ordepartment for further information and problem resolution.
Scheduleand communicate in-office appointments for client meetings as well asfollow-up calls and confirmations
Asan Associated Person, process clients forms and checks process mail andincoming correspondence maintain various files, logs and tracking systemsin accordance with FINRA regulations
Createinternal/external correspondence using Microsoft Office products (Excel,PowerPoint, Word, etc.) as well as create correspondence and/or logactivities in client management system (Siebel)
Compileclient data and research
Maycommunicate with institutional administrators and act as liaison withconsultants
Makeroutine travel arrangements and complete expense reports
Orderand maintain office supplies and marketing materials
Scheduleand set-up internal meetings/conference calls/catering as required
Mayact as liaison for office facilities and maintenance issues
Mayact as liaison for vendors and ensure payment of office-related invoices
Assistteammates cover other duties during vacations
Highschool diploma required, college degree preferred
3-5years related experience required
Proficiencyin Outlook, Word and Excel required
Ableto multi-task and produce in a fast paced, team oriented environment
Excellentoral and written communication skills
Stronginterpersonal and customer service skills
Organized,detail oriented and follows-through
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.
- Requisition ID: 1721069
Field: Administration & Services
Post Date: 4 days ago
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