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Trust Administrator at TIAA - ApplyBlast

Trust Administrator

TIAA

1 month ago

3.6 on Glassdoor

Newark, Delaware, United States

Onsite

Full Time

Senior

0 applicants

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About this role

The Sr. Trust Administrator serves as a subject matter expert on fiduciary matters and high net-worth client issues, focusing on growth, retention, and client satisfaction. The role involves administering and growing Trust, Investment Agency, and Custody accounts while ensuring compliance with legal and regulatory procedures. The position requires proactive communication with clients and third-party providers to maintain high satisfaction levels and support fiduciary responsibilities.

Responsibilities

Administer and grow Trust, Investment Agency, and Custody accounts for high net-worth clients
Analyze, interpret, and execute Trust accounts according to legal instruments and fiduciary duties
Communicate with clients and third-party providers to ensure satisfaction and compliance with regulations

Skills

About TIAA

tiaa.org

Headquarters

New York, New York, United States

Company Size

10001+ employees

Founded

1918

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At TIAA, we believe everyone deserves a secure retirement. Explore our annuities, retirement plans, financial planning, investing & wealth management solutions.