{"id":374594,"url":"https://alion.io/job/tiaa-associate-trust","title":"Associate - Trust","company":{"id":8701,"name":"TIAA","domain":"tiaa.org","url":"https://alion.io/company/tiaa","size_band":"5000+","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":94,"open_postings":41,"ghost_share":0.073,"stale_share":0.171,"repost_share":0.171,"time_to_fill_p50_days":17,"computed_at":"2026-10-04T05:45:00Z"}},"role":"Operations","role_family":"Operations","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Pune, India"],"countries":["IN"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Excel","optional":false}],"status":"closed","first_seen_at":"2026-08-25T00:00:00Z","employer_posted_date":"2026-10-01","last_verified_at":"2026-10-03T08:59:29Z","board_verified":false,"closed_at":"2026-10-03T08:59:29Z","days_open":39,"trust":{"level":"ok","repost_count":1,"flags":[],"days_open":39},"description":"Associate - Trust - INTrust Operations Associate is responsible for supporting the operational aspects of trust administration within a financial institution or trust company. This role involves performing administrative tasks, processing transactions, maintaining accurate records, and ensuring compliance with regulatory requirements to facilitate efficient trust operations.\nKey Responsibilities and Duties\nRecord-Keeping and Documentation: Maintain detailed records of trust transactions, account activities, and client communications.\nClient Service and Support: Provide timely and accurate information to clients and internal stakeholders.\nCompliance and Risk Management: Ensure compliance with regulatory requirements, including Anti-Money Laundering (AML) and Know Your Customer (KYC) regulations.\nProcess Improvement and Efficiency: Identify opportunities to streamline operational processes and improve efficiency within trust operations.\ntransactions for suspicious activities and escalate issues as necessary.\n Educational RequirementsUniversity (Degree) Preferred\nWork Experience2+ Years Required; 3+ Years Preferred\nPhysical RequirementsPhysical Requirements: Sedentary Work\nCareer Level\n6IC\nJob 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.\nKey Responsibilities and Duties\nProvides administrative Trust support to Trust Specialists and Lead Trust Specialist.\nScans, files, documents incoming correspondence as well as prepare outbound mailings.\nParticipates in a variety of centralized operational trust activities including processing routine to moderately complex transactions or reconciliations.\nResponsive to needs of Wealth Advisors, Portfolio Managers, clients (occasional interactions) and other key business partners.\nValidates that all policy, procedural, standards, and regulatory requirements are adhered to.\nUpdates wealth management/Trust databases, maintains client records and conducts ad-hoc research or project assignments as requested by management team.\nMaintains an active role in monitoring operational matters, including Trust account service activities, and assisting with resolving client service issues as needed.\nReviews documentation and ensure adequate and properly executed documents are received to open/fund/maintain/close accounts.\nResponsible for the accuracy of transactions either initiated by the client or business partners.\nEducational Requirements: Bachelor’s degree in finance, Accounting, Business, or related field\nWork Experience:\n7-10 years of trust administration or fiduciary services experience\nKnowledge of trust taxation and accounting principles\nProficiency in trust administration systems and advanced Excel\nExcellent analytical skills and attention to detail\nPreferred\nExperience with trust administration platforms (SEI, Fiserv)\nProcess improvement experience (Lean, Six Sigma)\nRelated SkillsClient Relationship Management, Commercial Mindset, Consultative Communication, Ethical Conduct, Executive Presence, Investment Strategy Acumen, Legal Acumen, Portfolio Management, Tax, Technical Writing, Trusts_____________________________________________________________________________________________________\nCompany Overview\nTIAA Global Capabilities was established in 2016 with a mission to tap into a vast pool of talent, reduce risk by insourcing key platforms and processes, as well as contribute to innovation with a focus on enhancing our technology stack. TIAA Global Capabilities is focused on building a scalable and sustainable organization , with a focus on technology , operations and expanding into the shared services business space.\nWorking closely with our U.S. colleagues and other partners, our goal is to reduce risk, improve the efficiency of our technology and processes and develop innovative ideas to increase throughput and productivity.\nWe are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.\nOur Culture of Impact\nAt 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, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.\nAccessibility Support\nTIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.\nIf you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:\nPhone: (800) 842-2755\nEmail: \nPrivacy Notices\nFor Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.\nFor Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.\nFor Applicants of TIAA Global Capabilities, click here.\nFor Applicants of Nuveen residing in Europe and APAC, please click here.","description_format":"text","description_chars":6238,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[{"name":"China","iso":"CN","kind":"region"},{"name":"India","iso":"IN","kind":"region"},{"name":"Germany","iso":"DE","kind":"region"},{"name":"Japan","iso":"JP","kind":"region"},{"name":"France","iso":"FR","kind":"region"},{"name":"United Kingdom","iso":"GB","kind":"region"},{"name":"Australia","iso":"AU","kind":"region"},{"name":"Austria","iso":"AT","kind":"region"},{"name":"Belgium","iso":"BE","kind":"region"},{"name":"Bulgaria","iso":"BG","kind":"region"},{"name":"Croatia","iso":"HR","kind":"region"},{"name":"Czech Republic","iso":"CZ","kind":"region"},{"name":"Denmark","iso":"DK","kind":"region"},{"name":"Finland","iso":"FI","kind":"region"},{"name":"Hungary","iso":"HU","kind":"region"},{"name":"Indonesia","iso":"ID","kind":"region"},{"name":"Ireland","iso":"IE","kind":"region"},{"name":"Italy","iso":"IT","kind":"region"},{"name":"Malaysia","iso":"MY","kind":"region"},{"name":"Netherlands","iso":"NL","kind":"region"},{"name":"New Zealand","iso":"NZ","kind":"region"},{"name":"Norway","iso":"NO","kind":"region"},{"name":"Pakistan","iso":"PK","kind":"region"},{"name":"Philippines","iso":"PH","kind":"region"},{"name":"Poland","iso":"PL","kind":"region"},{"name":"Romania","iso":"RO","kind":"region"},{"name":"South Korea","iso":"KR","kind":"region"},{"name":"Spain","iso":"ES","kind":"region"},{"name":"Sweden","iso":"SE","kind":"region"},{"name":"Switzerland","iso":"CH","kind":"region"},{"name":"Taiwan","iso":"TW","kind":"region"},{"name":"Thailand","iso":"TH","kind":"region"},{"name":"Vietnam","iso":"VN","kind":"region"},{"name":"American Samoa","iso":"AS","kind":"region"},{"name":"Bangladesh","iso":"BD","kind":"region"},{"name":"Bhutan","iso":"BT","kind":"region"},{"name":"Brunei Darussalam","iso":"BN","kind":"region"},{"name":"Cambodia","iso":"KH","kind":"region"},{"name":"Cook Islands","iso":"CK","kind":"region"},{"name":"East Timor","iso":"TL","kind":"region"},{"name":"Estonia","iso":"EE","kind":"region"},{"name":"Fiji","iso":"FJ","kind":"region"},{"name":"French Polynesia","iso":"PF","kind":"region"},{"name":"Greece","iso":"GR","kind":"region"},{"name":"Guam","iso":"GU","kind":"region"},{"name":"Iceland","iso":"IS","kind":"region"},{"name":"Kiribati","iso":"KI","kind":"region"},{"name":"Laos","iso":"LA","kind":"region"},{"name":"Latvia","iso":"LV","kind":"region"},{"name":"Liechtenstein","iso":"LI","kind":"region"},{"name":"Lithuania","iso":"LT","kind":"region"},{"name":"Luxembourg","iso":"LU","kind":"region"},{"name":"Maldives","iso":"MV","kind":"region"},{"name":"Malta","iso":"MT","kind":"region"},{"name":"Marshall Islands","iso":"MH","kind":"region"},{"name":"Micronesia","iso":null,"kind":"region"},{"name":"Mongolia","iso":"MN","kind":"region"},{"name":"Nauru","iso":"NR","kind":"region"},{"name":"Nepal","iso":"NP","kind":"region"},{"name":"New Caledonia","iso":"NC","kind":"region"},{"name":"Niue","iso":"NU","kind":"region"},{"name":"Norfolk Island","iso":"NF","kind":"region"},{"name":"Northern Mariana Islands","iso":"MP","kind":"region"},{"name":"Palau","iso":"PW","kind":"region"},{"name":"Papua New Guinea","iso":"PG","kind":"region"},{"name":"Pitcairn Islands","iso":"PN","kind":"region"},{"name":"Portugal","iso":"PT","kind":"region"},{"name":"Samoa","iso":"WS","kind":"region"},{"name":"Slovakia","iso":"SK","kind":"region"},{"name":"Slovenia","iso":"SI","kind":"region"},{"name":"Solomon Islands","iso":"SB","kind":"region"},{"name":"Sri Lanka","iso":"LK","kind":"region"},{"name":"Tokelau","iso":"TK","kind":"region"},{"name":"Tonga","iso":"TO","kind":"region"},{"name":"Tuvalu","iso":null,"kind":"region"},{"name":"Vanuatu","iso":"VU","kind":"region"},{"name":"Wallis and Futuna","iso":"WF","kind":"region"},{"name":"Hong Kong","iso":"HK","kind":"region"},{"name":"Singapore","iso":"SG","kind":"region"},{"name":"Macau","iso":"MO","kind":"region"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Asset Management & Funds","Life Insurance & Annuities"],"lifecycle":[{"event":"open","at":"2026-09-05T20:58:00Z"},{"event":"close","at":"2026-09-08T17:09:09Z"},{"event":"reopen","at":"2026-10-01T13:48:10Z"},{"event":"close","at":"2026-10-03T08:59:29Z"}],"visa":[],"liveness":null,"pay":null,"html_url":"https://alion.io/job/tiaa-associate-trust","json_url":"https://alion.io/job/tiaa-associate-trust.json","meta":{"generated_at":"2026-10-05T02:19:04Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","usage":{"tier":"crawler","counted_by":"address","units_charged":1,"used_today":3060,"day_limit":5000,"remaining_today":1940,"minute_limit":60,"resets_at":"2026-10-06T00:00:00Z"}}}