Trust Processor-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. As a Non-Employee CW, 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 6 months. This term could be extended based on company business needs.

Responsibilities

• Provides administrative Trust support to Trust Specialists and Lead Trust Specialist.
• Scans, files, documents incoming correspondence as well as prepare outbound mailings.
• Participates in a variety of centralized operational trust activities including processing routine to moderately complex transactions or reconciliations.
• Responsive to 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 management team.
• Maintains an active role in monitoring operational matters, including Trust account service activities, and assisting with resolving client service issues as needed.
• Reviews documentation and ensures adequate and properly executed documents are received to open/fund/maintain/close accounts.
• Responsible for the accuracy of transactions either initiated by the client or business partners.

Qualifications

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

Pay

Base Pay Range: $28.70/hr - $40.19/hr. 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.

Schedule

Start Date: 14-Sep-2026. End Date: 31-Mar-2027. Travel Required: No.