CW Trust Specialist-2

About the Role

This is a Non-Employee Contingent Worker Role providing services for TIAA's family of companies and will be employed by TIAA's preferred 3rd Party Supplier. Perform a variety of moderately complex business planning, support, and project-related duties. Demonstrates an exceptional standard of quality and holds themselves accountable to achieving excellent results. This role will sit onsite, likely in a hybrid capacity, at the location(s) listed in this posting. The anticipated term of this engagement will be 12 months. This term could be extended based on company business needs.

Responsibilities

• Manages the set-up, implementation, and administration of trusts and estates.
• Monitors transactions, cash flows, and account activity.
• Counsels clients and beneficiaries on financial matters related to beneficiary settlement and inheriting assets.
• Reviews portfolios to ensure that they are in compliance with laws and regulations.
• Creates and distributes reports for clients regarding banking market conditions, trust products sales results, and earnings.

Qualifications

• University (Degree) Preferred
• 3+ Years Required; 5+ Years Preferred

Schedule

Start Date: 07-Sep-2026 | End Date: 07-Sep-2027

Pay

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location.