Trust Assistant
Location:
St. Louis , Missouri
Posted:
October 23, 2017
Reference:
1710171
Job Description

COMPANY OVERVIEW:

 

Since 1918, it has been TIAA’s mission to serve, our ability to perform and the values we embrace that make us a different kind of financial services organization. We’re dedicated to serving the financial needs of those in the academic, medical, cultural, governmental and research fields, and committed to helping make lifetime financial well-being possible for them.

 

By building a culture that allows all employees to contribute their unique talents and skills, we’re able to provide our customers with fresh ideas and distinct perspectives to help them achieve their goals.  We believe a diverse and inclusive workforce is one of our greatest strengths and a key measure of our success*.

 

For more information about TIAA, visit our website.

 

POSITION SUMMARY:

 

This position provides administrative and processing support to a team of account administrators in servicing Trust and/or Agency client accounts

 

KEY RESPONSIBILITIES AND DUTIES:
 

  • Provides ongoing transaction processing for team accounts
  • Assists in responding to inbound calls from clients and resolving inquires or requests related to their accounts
  • Researches overdrafts and other transactions as needed.  Research function is frequently related to client problem resolution
  • Identifies opportunities to enhance client experience through independent identification of issues
  • Supports departmental projects on an as-needed basis

 



QUALIFICATIONS:


Required Qualifications:
  • 3+ years of experience in a customer service or administrative support role in financial services
     
    Preferred Qualifications:
  • General knowledge of Trust and Agency business
  • Good verbal and written communication skills
  • Ability to support a team of individuals
  • Ability to manage strong workloads and balance assignments
  • Organizational and time management skills
  • Knowledge of trust systems, including SEI, Word, and Excel



Equal Employment Opportunity is not just the law, it’s our commitment. Read more about the Equal Employment Opportunity Law.


If you need assistance applying due to being visually or hearing impaired, please email Careers Help.


This organization is an equal employment opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, this organization expressly prohibits discrimination, harassment, and retaliation on the basis of race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy (including childbirth, breastfeeding or related medical conditions where applicable), sexual orientation, gender, gender identity, gender expression, transgender, marital status, national origin, ancestry, physical or mental disability, requesting a reasonable accommodation based on mental or physical disability, medical condition (as defined by applicable law), genetic history and information, citizenship status, military or veteran status, or any other status protected by federal, state, or local law or ordinance or regulation (collectively referred to here as “protected characteristics”).


*©2016 Teachers Insurance and Annuity Association of America (TIAA), 730 Third Avenue, New York, NY 10017


C23921


A little about us:

Not ready to apply? Join our Talent Network.

Know someone who would be interested in this job? Share it with your network.