Administrative Assistant, Wealth Management Distribution - Northeast Region

The Administrative Assistant provides administrative support and coordinates activities for specific individuals or teams, ensuring efficient office functioning through a range of responsibilities. Under moderate supervision, job provides an opportunity to play a key role in ensuring the success of daily operations for employees of all levels.

Key Responsibilities and Duties

• Maintains office inventory, facilitates supply orders and completes other general office duties.
• Supports employees with various tasks related to onboarding, appointment setting and travel arrangements.
• Provides meeting assistance through scheduling, presentation preparation and diligent note taking.
• Handles various office tasks related to communication and organization.
• Upholds organizational policy and procedures, while also ensuring office-wide coordination efforts among various teams and departments.

Educational Requirements

• High School Preferred

Work Experience

• No Experience Required

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
2IC

TIAA seeks an Administrative Assistant professional to join our team in our Providence, RI office supporting professionals within the business area of Wealth Management operational day-to-day duties. All tasks, responsibilities and assignments must be completed with the highest level of quality following regulatory procedures (FINRA).
 

Although limited experience is required, candidates will be working closely with both internal and external clients, so teamwork is a must. The ideal candidate possesses a curiosity to learn the business and be comfortable providing administration support to internal partners.
 

Preferred experience

• 2+ years of administrative support experience strongly preferred
• Experience in booking travel
• Able to multi-task and produce in a fast paced, team-oriented environment
• Excellent interpersonal, written and verbal skills
• Ability to effectively interact and respond to employee, leaders, and clients with the highest degree of discretion and tact
• Excellent technology application skills (Microsoft PowerPoint, Word, Excel, Outlook)
• Detail oriented
• Strong ownership mentality

Location:  Providence, RI.  This role is an in-office opportunity and would entail five days a week in the TIAA office.

Related Skills

Accountability, Adaptability, Administrative Support, Communication, Corporate Travel Program Management, Detail-Oriented, Employee Engagement, Executive Presence, Expense Reporting/Management, Organizational Savviness, Prioritizes Effectively, Relationship Management, Travel Expertise

Anticipated Posting End Date:

2025-11-07

Base Pay Range: $26.88/hr - $33.51/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.  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.

Our Culture of Impact

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, whe