Trust Processor-1

About the role

This is a Non-Employee Contingent Worker role providing services for TIAA’s family of companies and employed by TIAA's preferred 3rd Party Supplier. The role involves performing a variety of moderately complex business planning, support, and project-related duties with an exceptional standard of quality and accountability. This position will sit onsite, likely in a hybrid capacity, at the location(s) listed in the posting. The anticipated term of this engagement is 6 months, with potential for extension based on business needs.

Responsibilities

• Provides administrative Trust support to Trust Specialists and Lead Trust Specialist.
• Scans, files, and documents incoming correspondence as well as prepares outbound mailings.
• Participates in a variety of centralized operational trust activities, including processing routine to moderately complex transactions or reconciliations.
• Responds to the needs of Wealth Advisors, Portfolio Managers, clients (occasional interactions), and other key business partners.
• Adheres to all service level agreements and timeframes.
• Validates that all policy, procedural, standards, and regulatory requirements are adhered to.
• Updates wealth management/Trust databases, maintains client records, and conducts ad-hoc research or project assignments as requested by the management team.
• Maintains an active role in monitoring operational matters, including Trust account service activities, and assists with resolving client service issues as needed.
• Reviews documentation to ensure adequate and properly executed documents are received to open, fund, maintain, or close accounts.
• Ensures the accuracy of transactions either initiated by the client or business partners.

Requirements

• University degree preferred.
• 2+ years of work experience required; 3+ years preferred.
• Sedentary work as physical requirement.

Schedule

Start Date: 14-Sep-2026
End Date: 31-Mar-2027
No travel required.

Pay

Base Pay Range: $28.70/hr - $40.19/hr
Actual base salary may vary based on relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location.