Job Information

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.


  • 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.

Additional Information

  • Requisition ID: 1721069

Field: Administration & Services

Company: TIAA

Post Date: 4 days ago