More jobs:
Trust & Estates Concierge; Hybrid
Job in
Frisco, Collin County, Texas, 75034, USA
Listed on 2026-07-13
Listing for:
TIAA
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
TIAA is seeking a Trust Specialist for a 12-month contingent engagement. The role supports trust clients and partners in Wealth with concierge-style service, handling onboarding, money movement, account maintenance and reporting within defined SLAs.
Responsibilities include setting up and administering trusts and estates, monitoring cash flows and activity, counseling clients on beneficiary settlements, and ensuring regulatory compliance.
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