Senior Trust & Wealth Administrator

TIAA; Charlotte (NC); On-site; USD 81,000 - 118,000; Full time

Job summary

TIAA in Charlotte, NC is seeking a Sr. Trust Administrator to act as a subject matter expert on fiduciary matters and high net-worth client issues, driving growth, retention and client satisfaction.

The role involves administering Trust, Investment Agency and Custody accounts, collaborating with Portfolio Managers and Wealth Advisors, and ensuring compliance with fiduciary duties and regulatory requirements.

Qualifications

• 5+ years of financial services experience
• Delaware trusts familiarity (preferred)
• JD or CTFA preferred (optional)

Responsibilities

• Focuses on administering and growing Trust, Investment Agency and Custody accounts for our high net-worth clients and serves as an SME.
• Participates in management level committees.
• Deepens and grows client relationships and increase product exposure.
• Analyses, interprets and executes Trust accounts as directed by the legal instrument with a laser focus on fiduciary duties.
• Proactively communicates with clients and third-party service providers to ensure high client satisfaction; prepares and presents financial reports on trusts.

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 in Charlotte, NC is seeking a Sr. Trust Administrator to act as a subject matter expert on fiduciary matters and high net-worth client issues, driving growth, retention and client satisfaction.

The role involves administering Trust, Investment Agency and Custody accounts, collaborating with Portfolio Managers and Wealth Advisors, and ensuring compliance with fiduciary duties and regulatory requirements.