CW Trust Specialist-2
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. The anticipated term of this engagement is 12 months and may be extended based on business needs. This role will sit onsite, likely in a hybrid capacity, at the posted location(s).
About the Role
The Trust Specialist works on a centralized team and is accountable for providing superior customer service to Trust clients and key partners in Wealth. Responsibilities include specialized concierge support for daily email requests and inbound client calls, processing trust account onboarding, money movement, account maintenance and servicing, and recordkeeping within defined SLAs. Service is provided by phone without in-person client contact or direct client alignment.
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 compliance with laws and regulations.
- Creates and distributes reports for clients regarding banking market conditions, trust product sales results, and earnings.
Requirements
- University degree preferred.
- 3+ years of work experience required; 5+ years preferred.
- Sedentary work environment.
Schedule
Start Date: 07-Sep-2026
End Date: 07-Sep-2027
No travel required.