Trust Specialist-2

Frisco, TX - USA

Monthly Salary: Not Disclosed

Posted on: 17-09-2025

Vacancies: 1 Vacancy

Job Summary

This is a Non-Employee Contingent Worker Role providing services for TIAAs family of companies and will be employed by TIAAs preferred 3rd Party Supplier. As a Non-Employee CW perform a variety of moderately complex business planning support and project-related an exceptional standard of quality and holds themselves accountable to achieving excellent results.

This role will sit onsite likely in a hybrid capacity at the location(s) listed in this posting.

The anticipated term of this engagement will be 12 months. This term could be extended based on company business needs.

The Trust Specialist works on a centralized team and is accountable for providing superior customer service to Trust clients and key partners in Wealth with specialized concierge for daily email requests and inbound client calls; processing trust account onboarding money movement account maintenance and servicing and recordkeeping within defined SLAs. Service is provided by phone without in-person client contact or direct client alignment.

Key Responsibilities and Duties

Manages the set-up implementation and administration of trusts and estates.
Monitors transactions cash flows and account activity.
Counsels clients and beneficiaries on financial matters related to beneficiary settlement and inheriting assets.
Reviews portfolios to ensure that they are in compliance with laws and regulations.
Creates and distributes reports for clients regarding banking market conditions trust products sales results and earnings.

Educational Requirements

University (Degree) Preferred

Work Experience

3 Years Required; 5 Years Preferred

Physical Requirements

Physical Requirements: Sedentary Work

Career Level
7IC

Start Date: 24-Oct-2025

End Date: 30-Oct-2026

Travel Required: No

Anticipated Posting End Date:

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.

Equal Opportunity

We 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.

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Required Experience:

Unclear Seniority