CW Trust Specialist-1

TIAA; Charlotte (NC); Hybrid; USD 43,000 - 56,000; Full time

Job summary

TIAA is seeking a Trust Specialist to sit onsite with hybrid flexibility in the Charlotte area. This non-employee contingent role focuses on trust onboarding, money movement, and ongoing account servicing for Wealth clients.

The role emphasizes client interaction via phone/email, with no in-person meetings, and requires strong compliance and reporting capabilities. Tenure is approximately 10 months with potential extension.

Qualifications

• University degree preferred
• 3+ years of experience in trust/estate operations or related field
• Hybrid onsite work arrangement at designated locations

Responsibilities

• Manages the set-up, implementation, and administration of trusts and estates.
• Monitors transactions, cash flows, and account activity.
• Counsels clients and beneficiaries on financial matters related to beneficiary settlement and inheriting assets.
• Reviews portfolios to ensure compliance with laws and regulations.
• Creates and distributes reports for clients regarding banking market conditions, trust product sales results, and earnings.

Skills

Trust setup

Transactions monitoring

Client counseling

Regulatory compliance

Reporting

Education

University degree preferred

Job description

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 10 months. This term could be extended based on company business needs.

The Trust Specialist works on a centralized team and is accountable for providing superior customer service to Trust clients and key partners in Wealth with specialized concierge for daily email requests and inbound client calls; processing trust account onboarding, money movement, account maintenance and servicing, and recordkeeping within defined SLA's. Service is provided by phone without in-person client contact or direct client alignment.

Key Responsibilities And Duties

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


• Monitors transactions, cash flows, and account activity.


• Counsels’ clients and beneficiaries on financial matters related to beneficiary settlement and inheriting assets.


• 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.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 3+ Years Required; 5+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level

7IC

Start Date: 12-Oct-2026

End Date: 07-Sep-2027

Travel Required: No

Anticipated Posting End Date

2026-09-29

Base Pay Range: $31.25/hr - $40.87/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.

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.

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TIAA maintains a drug-free and smoke/free workplace.

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