Sr. Trust Administrator

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From TIAA’s original posting

Trust Administrator The Sr. Trust Administrator serves as subject matter expert on fiduciary matters and high net-worth client specific issues focused on growth, retention and client satisfaction communicating with clients, agencies, advisors, and other partners on the laws and options concerning trusts and estate matters. Key Responsibilities and Duties • Focuses on administering and growing Trust, Investment Agency and Custody accounts for our high net-worth clients and serves as an SME. • Participates in management level committees. • Deepens and grows client relationships and increase product exposure. • Analyzes, interprets and executes Trust accounts as directed by the legal instrument with a laser focus on our duties and responsibilities as a Trustee. • Proactively communicates with client and third -party service providers to ensure a high level of client satisfaction; prepare and presents financial reports to clients providing updates on the status of their trusts. • Ensures account complies with all legal, regulatory, and internal procedures regarding Fiduciary Administration. • Conducts regular reviews of Trust, Investment Agency, and Custody accounts to ensure proper…