TIAA IRA Trust Administrator in ST. LOUIS, Missouri
As a part of TIAA’s Financial Solutions business, TIAA Bank, a division of TIAA, FSB, provides full-service, nationwide banking and lending services to consumer, commercial and institutional clients through a variety of channels, including online, its Florida-based financial centers and at other business offices throughout the country.
The Trust Administrator is accountable for the complete administration of IRA accounts and providing quality service to clients. Service is provided in a team-based environment and primary contact is via telephone with remote clients.
Maintain compliance on individual retirement accounts and provide guidance to clients and administrators in the applicable legal requirements of IRA plans
Work in a team environment to provide high levels of service to clients and support to Trust Administrators, Portfolio Managers, or Wealth Advisors who may be acting as a Relationship Manager
Respond to inbound calls from clients and resolve inquiries or requests related to their IRAs
Initiate processing of account transactions and provide necessary oversight of all account activity
Review, interpret, and implement policies and procedures within compliance and departmental guidelines
KNOWLEDGE, SKILLS, AND ABILITIES:
Ability to work effectively and efficiently
Ability to work in a collaborative team environment
Exceptional verbal and written communication skills
Excellent client service skills via telephone
Knowledge of IRA administration and related legal requirements for these accounts
REQUIRED MINIMUM QUALIFICATIONS:
- Three (3) years of client and account management
- CISP preferred
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- Requisition ID: 1720324
Company: TIAA Bank
Post Date: Aug 22, 2019