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Administrative Assistant (Wealth Management)

COMPANY OVERVIEW:

As long as there are people who make the world a better place, we'll keep making a difference for them. Since 1918, it has been TIAA's mission to serve those who serve others. It is this mission and the values we embrace that make us a different kind of financial services organization.

When you work here at TIAA, you're not just in it for yourself. You are part of something bigger. A collective mission to make a difference - a collective mission we make our own.

To be difference makers.

For more information about TIAA, visit our website.

POSITION SUMMARY:

TIAA seeks an Administrative Assistant to join our team in our Roseland, NJ location. Primary responsibilities are to support the business unit of Individual Advisory Services operational day to day duties. All tasks, responsibilities and assignments must be completed with the highest level of quality following regulatory procedures (FINRA).Candidates will be working closely with both internal and external clients, so teamwork is a must. The ideal candidate should have an exceptional level of customer service and problem solving skills, the ability to manage change and excellent communication skills.

KEY RESPONSIBILITIES AND DUTIES:

  • Greeting clients and manage reception area
  • As the voice of TIAA, answer phones and route calls provide general information to clients refer questions and issues to appropriate staff or department for further information and problem resolution.
  • Schedule and communicate in-office appointments for client meetings as well as follow-up calls and confirmations.
  • As an Associated Person, process clients forms and checks process mail and incoming correspondence maintain various files, logs and tracking systems in accordance with FINRA regulations
  • Create internal/external correspondence using Microsoft Office products (Excel, PowerPoint, Word, etc.) as well as create correspondence and/or log activities in client management system (Siebel)
  • Compile client data and research
  • May communicate with institutional administrators and act as liaison with consultants
  • Make routine travel arrangements and complete expense reports
  • Order and maintain office supplies and marketing materials
  • Schedule and set-up internal meetings/conference calls/catering as required
  • May act as liaison for office facilities and maintenance issues
  • May act as liaison for vendors and ensure payment of office-related invoices
  • Assist teammates cover other duties during vacations

QUALIFICATIONS:


  • High school diploma required
  • 3-5 years related experience
Desired skills:
  • College Degree
  • Proficiency in Outlook, Word and Excel
  • Able to multi-task and produce in a fast paced, team oriented environment
  • Excellent oral and written communication skills
  • Strong interpersonal and customer service skills
  • Organized, detail oriented and follows-through



Equal Employment Opportunity is not just the law, it's our commitment. Read more about the Equal Employment Opportunity Law.


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This organization is an equal employment opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, this organization expressly prohibits discrimination, harassment, and retaliation on the basis of race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy (including childbirth, breastfeeding or related medical conditions where applicable), sexual orientation, gender, gender identity, gender expression, transgender, marital status, national origin, ancestry, physical or mental disability, requesting a reasonable accommodation based on mental or physical disability, medical condition (as defined by applicable law), genetic history and information, citizenship status, military or veteran status, or any other status protected by federal, state, or local law or ordinance or regulation (collectively referred to here as 'protected characteristics').


*©2016 Teachers Insurance and Annuity Association of America (TIAA), 730 Third Avenue, New York, NY 10017


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