Associate - Trust

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Skills you'll use

What you'll do

• Record-Keeping and Documentation: Maintain detailed records of trust transactions, account activities, and client communications.
• Client Service and Support: Provide timely and accurate information to clients and internal stakeholders.
• Compliance and Risk Management: Ensure compliance with regulatory requirements, including Anti-Money Laundering (AML) and Know Your Customer (KYC) regulations.
• Process Improvement and Efficiency: Identify opportunities to streamline operational processes and improve efficiency within trust operations.
• transactions for suspicious activities and escalate issues as necessary.

Who can apply

• University (Degree) Preferred
• 2+ Years Required; 3+ Years Preferred
• Physical Requirements
• Physical Requirements: Sedentary Work
• Job Description Summary: 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.

About TIAA

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