Trusts & Estates Concierge Specialist (Hybrid Contract)

TIAA; Town of Charlotte (NY); Hybrid; USD 43,000 - 56,000; Full time

Job summary

TIAA is seeking a Trust Specialist as a non-employee contingent worker. The role sits onsite with potential hybrid work in the listed location, focusing on trusts setup, maintenance, and client service for wealth clients.

The expected term is 10 months, with possible extension based on business needs. Responsibilities include trust setup, monitoring, and reporting, with education preferred as a university degree and 3+ years of experience (5+ preferred).

Qualifications

• University degree preferred.
• 3+ years experience required; 5+ years preferred.
• Physical requirements: Sedentary work.

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 products sales results, and earnings.

Education

University (Degree) Preferred

Job description

TIAA is seeking a Trust Specialist as a non-employee contingent worker. The role sits onsite with potential hybrid work in the listed location, focusing on trusts setup, maintenance, and client service for wealth clients.

The expected term is 10 months, with possible extension based on business needs. Responsibilities include trust setup, monitoring, and reporting, with education preferred as a university degree and 3+ years of experience (5+ preferred).