Hybrid Trust & Estate Services Specialist

TIAA; Dallas (TX); Hybrid; USD 43,000 - 56,000; Full time

Job summary

TIAA seeks a Trust Specialist on a 10-month, non-employee contingent basis in Dallas, TX. The role focuses on onboarding trusts, money movement, and servicing accounts for Wealth clients with specialized concierge support and reporting.

Responsibilities include monitoring transactions, advising beneficiaries, and ensuring regulatory compliance. The position starts 12-Oct-2026 and ends 07-Sep-2027, with no travel required. Hybrid onsite work is anticipated.

Qualifications

• 3+ years experience in trusts/estates administration.
• Experience with onboarding and servicing trust accounts preferred.
• Strong communication and compliance mindset required.

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 and earnings.

Skills

Customer service

Financial regulation knowledge

Trust onboarding

Communication

Education

University degree preferred

Job description

TIAA seeks a Trust Specialist on a 10-month, non-employee contingent basis in Dallas, TX. The role focuses on onboarding trusts, money movement, and servicing accounts for Wealth clients with specialized concierge support and reporting.

Responsibilities include monitoring transactions, advising beneficiaries, and ensuring regulatory compliance. The position starts 12-Oct-2026 and ends 07-Sep-2027, with no travel required. Hybrid onsite work is anticipated.