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 7 months. This term could be extended based on company business needs.

The Trust Specialist works on a centralized team and is accountable for providing superior customer service to Trust clients and key partners in Wealth with specialized concierge for daily email requests and inbound client calls; processing trust account onboarding, money movement, account maintenance and servicing, and recordkeeping within defined SLA's. Service is provided by phone without in-person client contact or direct client alignment.

Key Responsibilities and Duties- Manages the set-up, implementation, and administration of trusts and estates.

• Monitors transactions, cash flows, and account activity.

• Counsels’ clients and beneficiaries on financial matters related to beneficiary settlement and inheriting assets.

• Reviews portfolios to ensure that they are in compliance with laws and regulations.

• Creates and distributes reports for clients regarding banking market conditions, trust products sales results, and earnings.
  Educational Requirements- University (Degree) Preferred
  Work Experience- 3+ Years Required; 5+ Years Preferred
  Physical Requirements- Physical Requirements: Sedentary Work
  Career Level 7IC

Start Date: 10-Mar-2026

End Date: 30-Oct-2026

Travel Required: No

Anticipated Posting End Date:

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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