Trust Processor-3

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 6 months and could be extended based on company business needs. This role will sit onsite, likely in a hybrid capacity, at the location(s) listed in the posting.

About the Role

Performs 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. Works in close collaboration with Trust Specialists and Lead Trust Specialist to ensure positive outcomes by participating in a variety of Trust activities.

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 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 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.

Requirements

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

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.

Schedule

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