Trust Administrator

Tiaa New York , NY 10007

Posted 2 weeks ago

Trust Administration

The Trust Administration job facilitates a portfolio of trust and estate accounts and develops new business by expanding service to existing clients, marketing new products and securing new clients. Working independently under general supervision, this job performs administrative support for difficult requests and coordinates activities for the team to ensure that customer requests are consistent with trust laws and regulations.

Key Responsibilities and Duties

  • Manages the set-up, implementation, and administration of trusts and estates.

  • Monitors transactions, cash flows, and account activity.

  • Counsels clients on financial matters such as, but not limited to, asset allocation, wealth management, retirement planning, education funding, estate planning, tax strategies, investment planning, executive planning and business succession planning.

  • Analyzes trust documents to determine acceptability by the bank.

  • Reviews portfolios to ensure that they are in compliance with laws and regulations.

  • Creates and distributes reports for clients regarding banking market conditions, trust products sales results, and earnings.


  • 3 Years Required; 5 Years Preferred

  • University (Degree), Preferred

Physical Requirements

  • Physical Requirements: Sedentary Work

Preferred Education

  • University (Degree)

Career Level



Potential Salary: $95,000.00 USD

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. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

Company Overview

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.

COVID-19 Vaccination

TIAA requires all U.S. employees to be fully vaccinated against COVID-19 and provide documentation of full vaccination, unless you qualify for an accommodation as determined by TIAA consistent with applicable law.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.

Equal Opportunity

We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Law here.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

Phone: (800) 842-2755


Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.

For Applicants of Nuveen residing in Europe and APAC, please click here.

For Applicants of Greenwood residing in Brazil (English), click here.

For Applicants of Greenwood residing in Brazil (Portuguese), click here.

For Applicants of Westchester residing in Brazil (English), click here.

For Applicants of Westchester residing in Brazil (Portuguese), click here.

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Sr Market Research Manager Customer Trust Perception

Amazon.Com, Inc.

Posted 3 days ago

VIEW JOBS 10/4/2022 12:00:00 AM 2023-01-02T00:00 <p>DESCRIPTION</p><p>Job summary</p><p>Are you passionate about conducting research that will impact strategic decisions for improving Amazon customer experiences?</p><p>The Customer Trust Perception team works to ensure that customers can shop with confidence on Amazon. We are a center of excellence for trust research and conduct quantitative and qualitative research studies to generate customer trust perception insights. Leveraging our research findings, we partner with cross-functional business teams across the company to influence strategic decisions for improving customer trust throughout every stage of the shopping experience.</p><p>We are looking for a Sr. Customer Research Manager to join our growing team! As the Sr. Customer Research Manager, your primary responsibility will be to establish a new continuous methodology global tracker survey. This is a high-impact project and this new measurement mechanism is critical to successfully achieving our business goals. You will also own the design and execution of deep dive research studies (quantitative and/or qualitative) from start to end. You will influence business strategy by conducting effective research studies and identifying opportunities to innovate on behalf of the customer based on your research.</p><p>The right candidate possesses endless curiosity and passion for understanding customer perceptions and behaviors. You have expertise in research design best practices and identifying the appropriate research methodology based on the defined business objectives. You have end-to-end experience conducting robust large scale surveys, as well as strong analytical skills. You have proficiency in deep diving large amounts of data and combining multiple data points to translate research into actionable insights/recommendations. You are a creative problem-solver who seeks to deeply understand the business so that you can define the most meaningful and strategic research studies that facilitate informed decision making.</p><ul><li>Location is flexible for consideration in New York City (NY), Arlington (VA), San Diego (CA), Dallas (TX), or Tempe (AZ).</li></ul><p>Key job responsibilities</p><ul><li><p>Design and manage the execution of a new continuous global tracker survey</p></li><li><p>Engage in strategic discussions with partner teams to collect input (e.g., key business questions, assumptions, potential initiative ideas) so you can ensure the research study is designed to generate actionable findings</p></li><li><p>Manage all stages of quantitative (e.g., surveys) and qualitative (e.g., focus groups, 1:1 interviews, etc.) customer research studies to answer key business questions, including: research proposals, research methodology design, operational execution, analysis and reporting</p></li><li><p>Identify the proper research method(s) for deep dive research studies based on business objectives, timeline and resourcing</p></li><li><p>Conduct survey analysis, identify insights and opportunities, and devise recommendations that will inform business decisions aimed at improving the customer experience</p></li><li><p>Dive deep into both qualitative and quantitative data in order to bring forward new insights that inform product innovations</p></li><li><p>Communicate research findings and recommendations in clear, concise, and compelling ways to all levels of management</p></li><li><p>Influence partner teams across the company to take action based on research findings</p></li><li><p>Manage external vendors that we work with for executing research studies</p></li><li><p>Identify opportunities to simplify existing research processes and operate more nimbly</p></li><li><p>Manage/prioritize research requests from business teams</p></li><li><p>Participate in short term and long term strategic planning</p></li></ul><p>BASIC QUALIFICATIONS</p><ul><li><p>Bachelor's degree in Business, Research, Economics, or a related field of study required</p></li><li><p>8+ years of quantitative/qualitative market research experience, including survey design and execution</p></li><li><p>7+ years of experience utilizing data and analytics to formulate program objectives, solve business problems, and drive process improvements</p></li><li><p>Experience with statistical techniques used for survey design and analytics (e.g., statistical significance, Conjoint, MaxDiff)</p></li><li><p>Strong proficiency in Excel</p></li><li><p>Experience programming in Qualtrics</p></li><li><p>Strong oral and written communication skills</p></li><li><p>Demonstrated ability to work independently and autonomously</p></li><li><p>Proven ability to work in cross-functional teams, communicate with colleagues in both business and technical roles, and develop processes at scale</p></li><li><p>Strategic thinker with the ability to see/understand the big picture</p></li><li><p>Detail oriented</p></li></ul><p>PREFERRED QUALIFICATIONS</p><ul><li><p>MBA or Master's degree</p></li><li><p>7+ years of experience in program management, project management, roadmap planning, building processes</p></li><li><p>Strong proficiency programming in Qualtrics</p></li><li><p>Experience launching and developing new business programs</p></li><li><p>Experience working with global cross-functional teams</p></li><li><p>SQL experience</p></li><li><p>Experience using data visualization tools</p></li></ul><p>Amazon is committed to a diverse and inclusive workplace. Amazon is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation, please visit</p><p>Workers in New York City who perform in-person work or interact with the public in the course of business must show proof they have been fully vaccinated against COVID or request and receive approval for a reasonable accommodation, including medical or religious accommodation.</p><br> Amazon.Com, Inc. New York NY

Trust Administrator