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Trust Specialist at TIAA - ApplyBlast

Trust Specialist

TIAA

2 months ago

3.6 on Glassdoor

Charlotte, North Carolina, United States

Hybrid

Full Time

Senior

0 applicants

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About this role

The Trust Specialist is a non‑employee contingent worker role that provides centralized, concierge‑style support to trust clients and internal partners. Responsibilities include onboarding trust accounts, handling money movements, maintaining records, and responding to client inquiries via phone and email while adhering to service level agreements.

Responsibilities

Manage set-up, implementation, and administration of trusts and estates
Monitor transactions, cash flows, and account activity
Counsel clients and beneficiaries on financial matters related to settlements

Skills

About TIAA

tiaa.org

Headquarters

New York, New York, United States

Company Size

10001+ employees

Founded

1918

View Profile

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