TIAA Associate Trust Administrator in Rochester, New York
As a part of TIAA’s Financial Solutions 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.
The Trust Operations job administers a portfolio of trust and estate accounts and supports the development of new business. Working under close supervision, this job provides administrative support for basic requests and coordinates activities for the team to ensure that customer needs are consistent with trust laws and regulations.
Key Responsibilities and Duties
Administers the set-up, implementation, and administration of trusts and estates.
Coordinates client service activities with other areas of the organization.
Provides an initial analysis of trust documents to determine acceptability by the bank.
Ensures that assigned portfolios are in compliance with laws and regulations.
Creates and documents reports for the team regarding banking market conditions, trust products sales results and team earnings.
Maintains a group of trust accounts for clients.
2 Years Required; 3 Years Preferred
University (Degree), Preferred
- Physical Requirements: Sedentary Work
- 2 years of trust experience
3 years of trust experience
Minimum Pay: $21.11
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .
We are an Equal Opportunity/Affirmative Action Employer. We 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 protected status.
Read more about the Equal Opportunity Law here (https://www.dol.gov/general/topics/posters) .
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TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.