Sr. Trust Administrator (Frisco, TX)

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 administration and adherence to fiduciary responsibilities; monitors, identifies and resolves issues.
• Develops partnership and collaboration with internal business partners, including Portfolio Managers and Wealth Management Advisors.  
• Communicates advice to clients; understands the nuances of managing relationships based on complexity, distance and accessibility.
• Assists with the development and implementation of new processes and procedures to improve the efficiency and effectiveness of fiduciary administration.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ Years Required; 7+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
8IC

Related Skills

Client Relationship Management, Commercial Mindset, Consultative Communication, Ethical Conduct, Executive Presence, Investment Strategy Acumen, Legal Acumen, Portfolio Management, Tax, Technical Writing, Trusts

Anticipated Posting End Date:

2025-02-14

Base Pay Range: $100,000/yr. - $150,000/yr.

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.  In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). 

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Company Overview

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.

Equal Opportunity

We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

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