Sr Trust Administrator

As a part of TIAA's Financial Solutions business, TIAA Bank, a division of TIAA, FSB, provides full-service, nationwide banking and lending services to consumer, commercial and institutional clients through a variety of channels, including online, its Florida-based financial centers and at other business offices throughout the country.

Position Summary

This position is responsible for the complete administration of Trust and Investment Management accounts within the Bank. This position has direct oversight responsibility for assigned accounts and is responsible for providing quality service to high net worth clients. Service is provided primarily by phone with some face-to-face contact with clients.

This position will be located in Roseland, New Jersey (northeast NJ).

Essential Functions

• Services all assigned accounts including analyzing agreements, procuring proper account documentation, insuring compliance, monitoring operations output, and effecting distributions and other account-related transactions

• Responsible for improving client satisfaction through periodic contact, analysis of clients' problems and concerns, and assistance to clients with their financial needs

• Keeps current on applicable fiduciary and tax laws through attending seminars and courses in order to deliver thorough and authoritative solutions to clients

• Deepens relationship with current clients through additions or upgrades to accounts, retention efforts with the next generation, and supports field advisors in winning new business

• Works in a team environment to provide high levels of service to clients and support to Portfolio Managers or Wealth Advisors who share in the servicing of client relationships

• Review, interpret, and implement policies and procedures within compliance and departmental guidelines

• Able to work with most complex accounts and challenging clients

• Provides guidance to more junior administrators

Knowledge, Skills, and Abilities

• Strong analytical skills and sound understanding of investment concepts

• Knowledge of trust systems including SEI, CSS, imaging tools, and other applications

• Exceptional verbal and written communication and interpersonal skills

• Strong detail orientation and organizational skills

Qualifications

• 10 years of fiduciary administration experience

• Bachelor's degree or equivalent work experience required

• CFP or CTFA preferred

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Additional Information

• Requisition ID: 1722465