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Trust Analyst at TIAA - ApplyBlast

Trust Analyst

TIAA

3 months ago

3.6 on Glassdoor

Pune, India

Onsite

Full Time

Senior

0 applicants

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About this role

A Trust Analyst in Wealth Management Operations manages complex fiduciary transactions, reconciliations, and compliance activities to ensure operational excellence. The role involves processing estate settlements, managing trust accounting, and conducting quality checks while analyzing workflows for efficiency improvements. Candidates will also support team onboarding by training new members on trust systems and regulations.

Responsibilities

Execute complex trust transactions including distributions and asset transfers
Process estate settlements and manage trust modifications
Perform quality checks on trust transactions to identify discrepancies
Analyze workflows to identify opportunities for automation and efficiency
Develop and maintain standard operating procedures for trust administration

Skills

Qualifications

Bachelor's degree in Finance, Accounting, Business, or related field

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.