Senior Trust & Fiduciary Advisor

CFP Board of Standards Inc.; New York (NY); On-site; USD 81,000 - 118,000; Full time

Job summary

TIAA is seeking a Sr. Trust Administrator in New York to serve as a subject matter expert on fiduciary matters for high net-worth clients.

You will administer and grow Trust, Investment Agency and Custody accounts, communicate with clients and partners, and ensure compliance with legal and internal fiduciary standards. The role emphasizes relationship building, cross-functional collaboration with Portfolio Managers and Wealth Advisors, and developing efficient processes to elevate client

Qualifications

• 5+ years of financial services experience
• 7+ years preferred
• Familiar with Delaware trusts
• JD or CTFA preferred

Responsibilities

• Administers and grows Trust, Investment Agency and Custody accounts for high net-worth clients.
• Participates in management level committees and collaborates with portfolio managers and wealth advisors.
• Analyzes, interprets and executes Trust accounts per legal instrument with fiduciary responsibilities.
• Communicates with clients and third-party service providers to ensure high client satisfaction and presents financial reports.
• Develops and implements new processes to improve fiduciary administration efficiency.

Skills

Client Relationship Management

Commercial Mindset

Consultative Communication

Ethical Conduct

Executive Presence

Investment Strategy Acumen

Legal Acumen

Portfolio Management

Tax

Technical Writing

Trusts

Education

University (Degree) Preferred

Job description

TIAA is seeking a Sr. Trust Administrator in New York to serve as a subject matter expert on fiduciary matters for high net-worth clients.

You will administer and grow Trust, Investment Agency and Custody accounts, communicate with clients and partners, and ensure compliance with legal and internal fiduciary standards. The role emphasizes relationship building, cross-functional collaboration with Portfolio Managers and Wealth Advisors, and developing efficient processes to elevate client