Trust Processor-3

About this role

This is a Non-Employee Contingent Worker Role providing services for TIAA’s family of companies and will be employed by TIAA's preferred 3rd Party Supplier. As a Non-Employee CW, perform a variety of moderately complex business planning, support, and project-related duties. Demonstrates an exceptional standard of quality and holds themselves accountable to achieving excellent results.

This role will sit onsite, likely in a hybrid capacity, at the location(s) listed in this posting.

The anticipated term of this engagement will be 6 months. This term could be extended based on company business needs.

Trust Processing Associate Works in close collaboration with Trust Specialists and Lead Trust Specialist to ensure positive outcomes by participating in a variety of Trust activities including gathering notes, processing routine to moderately complex transactions and reconciliations, and reviewing and collecting documentation for proper execution.

Key Responsibilities and Duties • Provides administrative Trust support to Trust Specialists and Lead Trust Specialist.

• Scans, files, documents incoming correspondence as well as prepare outbound mailings.

• Participates in a variety of centralized operational trust activities including processing routine to moderately complex transactions or reconciliations.

• Responsive to needs of Wealth Advisors, Portfolio Managers, clients (occasional interactions) and other key business partners.

• Adheres to all service level agreements and timeframes.

• Validates that all policy, procedural, standards, and regulatory requirements are adhered to.

• Updates wealth management/Trust databases, maintains client records and conducts ad-hoc research or project assignments as requested by management team.

• Maintains an active role in monitoring operational matters, including Trust account service activities, and assisting with resolving client service issues as needed.

• Reviews documentation and ensures adequate and properly executed documents are received to open/fund/maintain/close accounts.

• Responsible for the accuracy of transactions either initiated by the client or business partners.

Educational Requirements • University (Degree) Preferred

Work Experience • 2+ Years Required; 3+ Years Preferred

Physical Requirements • Physical Requirements: Sedentary Work

Career Level 6IC

Start Date: 14-Sep-2026

End Date: 31-Mar-2027

Travel Required: No

Anticipated Posting End Date: 2026-08-19

Base Pay Range: $28.70/hr - $40.19/hr 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.

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Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Our full EEO & Non-Discrimination statement is on our careers home page , and you can read more about your rights and view government notices here .

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. 

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: 

Phone: (800) 842-2755 Email: accessibility.support@tiaa.org

Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace.

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