Trust Administrator, TIAA Kaspick

Nuveen; Redwood City (CA); In loco; USD 61.000 - 80.000; Tempo pieno

Descrizione del lavoro

TIAA/Nuveen is seeking a Trust Administrator to oversee client data life-cycle processing and ensure accurate reporting for a group of clients. The role involves gathering initial data, resolving discrepancies, and communicating timelines to clients and internal teams.

The position requires 2+ years in client support, data entry skills, and familiarity with trust accounting systems. A university degree is preferred, with a focus on accuracy and regulatory compliance.

Competenze

• 2+ years of client support or administrative experience.
• Experience with data entry and data validation in financial services.

Mansioni

• Oversee client data life-cycle and reporting deliverables.
• Gathers data from clients and resolves discrepancies.
• Communicates instructions and deadlines to clients and internal teams.
• Supports administration using trust accounting and proprietary systems.

Conoscenze

Accountability

Adaptability

Analytical Skills

Client Service

Collaboration

Communication

Compliance

Consultative Communication

Critical Thinking

Customer Engagement

Data Entry/Validation

Due Diligence

Relationship Management

Formazione

University Degree

Strumenti

Trust Accounting Systems

Proprietary Systems

Descrizione del lavoro

The Trust Administrator job oversees trust life-cycle processing for an assigned group of clients. Under general supervision, this job is responsible for the preparation and accuracy of client data for reporting deliverables. This job frequently communicates with clients to provide instructions, answer questions, and resolve issues that arise.

Key Responsibilities and Duties

• Gathers and reviews initial data and documents provided by client, tracking missing information, and resolving data discrepancies.
• Ensures the accurate and timely processing of client life-cycle processes such as: new account opening and funding, terminations, shifts of interest, gift additions, and demographic updates.
• Communicates instructions to clients, clarifying issues, coordinating deliverables timing and delivery, and setting expectations with day to day client staff.
• Fields routine inquiries and ad hoc information requests from clients and collaborates with various internal support team to ensure timely and accurate client deliverables.
• Utilizes trust accounting systems, planned giving products and proprietary systems to support administration of client programs.

Educational Requirements

University (Degree)

Preferred Work Experience

2+ Years Required; 3+ Years Preferred

Physical Requirements

Physical Requirements: Sedentary Work

Career Level

Career Level 6IC Required

Qualifications

2+ years experience Preferred Qualifications: 3+ years experience 2+ years of customer/client support

Related Skills

Accountability, Adaptability, Analytical Skills, Client Service, Collaboration, Communication, Compliance, Consultative Communication, Critical Thinking, Customer Engagement, Data Entry/Validation, Due Diligence, Relationship Management

Anticipated Posting End Date

2026-11-30

Base Pay Range

Base Pay Range: $61,200/yr - $79,500/yr 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. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

Company Overview

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveenʼs entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clientsʼ lives grows stronger.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.

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 offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: [phone] Email: [e-mail]

Drug and Smoking Policy

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

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For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.

For Applicants of TIAA Global Capabilities, click here.

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ALERT - SCHRODERS EMPLOYEES ONLY

Roles advertised on this site are for Schroders employees only. If you are an employee of Schroders, you must apply to these roles using your work email address to be considered. Applying without a valid Schroders email address will result in your application being rejected. If you are an existing TIAA/Nuveen employee, please search for internal roles on the Internal Careers site. Not an Employee and looking for opportunities at TIAA/Nuveen? Visit TIAA/Nuveen Career Site to explore exciting roles open to external candidates. TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.

Nondiscrimination & Equal Opportunity Employment

TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law Pay Transparency Philadelphia Ban the Box