Sr. Trust Administrator

Trust Administrator

The Sr. Trust Administrator serves as subject matter expert on fiduciary matters and high net-worth client specific issues focused on growth, retention and client satisfaction communicating with clients, agencies, advisors, and other partners on the laws and options concerning trusts and estate matters.

• Focuses on administering and growing Trust, Investment Agency and Custody accounts for our high net-worth clients and serves as an SME.
• Participates in management level committees.
• Deepens and grows client relationships and increase product exposure.
• Analyzes, interprets and executes Trust accounts as directed by the legal instrument with a laser focus on our duties and responsibilities as a Trustee.
• Proactively communicates with client and third
  -party service providers to ensure a high level of client satisfaction; prepare and presents financial reports to clients providing updates on the status of their trusts.
• Ensures account complies with all legal, regulatory, and internal procedures regarding Fiduciary Administration.
• Conducts regular reviews of Trust, Investment Agency, and Custody accounts to ensure proper administration and adherence to fiduciary responsibilities; monitors, identifies and resolves issues.
• Develops partnership and collaboration with internal business partners, including Portfolio Managers and Wealth Management Advisors.
• Communicates advice to clients; understands the nuances of managing relationships based on complexity, distance and accessibility.
• Assists with the development and implementation of new processes and procedures to improve the efficiency and effectiveness of fiduciary administration.

University (Degree)

5+ Years Required; 7+ Years Preferred

Physical Requirements:

Sedentary Work

Client Relationship Management, Commercial Mindset, Consultative Communication, Ethical Conduct, Executive Presence, Investment Strategy Acumen, Legal Acumen, Portfolio Management, Tax, Technical Writing, Trusts

$81,400/yr - $118,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.

Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come.

We are guided by our values:
Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a…