Trust Administrator, TIAA Kaspick

The Trust Administrator job oversees trust life-cycle processing for an assigned group of clients. Under general supervision, this job is responsible for the preparation and accuracy of client data for reporting deliverables. This job frequently communicates with clients to provide instructions, answer questions, and resolve issues that arise.

• Gathers and reviews initial data and documents provided by client, tracking missing information, and resolving data discrepancies.
• Ensures the accurate and timely processing of client life-cycle processes such as: new account opening and funding, terminations, shifts of interest, gift additions, and demographic updates.
• Communicates instructions to clients, clarifying issues, coordinating deliverables timing and delivery, and setting expectations with day to day client staff.
• Fields routine inquiries and ad hoc information requests from clients and collaborates with various internal support team to ensure timely and accurate client deliverables.
• Utilizes trust accounting systems, planned giving products and proprietary systems to support administration of client programs.

University (Degree)

2+ Years Required; 3+ Years Preferred

Physical Requirements:

Sedentary Work

Career Level 6IC Required

2+ years experience

Preferred Qualifications:

3+ years experience 2+ years of customer/client support

Accountability, Adaptability, Analytical Skills, Client Service, Collaboration, Communication, Compliance, Consultative Communication, Critical Thinking, Customer Engagement, Data Entry/Validation, Due Diligence, Relationship Management

Base Pay Range: $61,200/yr - $79,500/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 collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveenʼs entrepreneurial spirit, where we work hard and work together to create lasting impact.

Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clientsʼ lives grows…