Hybrid Trust & Estates Specialist

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

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.