Distribution Analyst

TIAA Jobs

Strong organizational skills
Proactive phone communication
Calendar management proficiency
This entry-level role provides foundational knowledge of the asset management business through proactive scheduling and expense management

Job Summary

  • This entry-level role provides foundational knowledge of the asset management business through proactive scheduling and expense management.
  • The position requires achieving a goal of 18-25 appointment bookings per week while maintaining accurate shared notes and calendar invites.
  • TIAA offers a comprehensive Total Rewards package including a superior retirement program and competitive health benefits to support associate well-being.

Matching Summary

This entry-level role provides foundational knowledge of the asset management business through proactive scheduling and expense management.

Skills & Requirements

Must-have

  • Strong organizational skills
  • Proactive phone communication
  • Calendar management proficiency

Nice-to-have

  • Collaborative team environment
  • Strategic email composition
  • CRM data entry experience

Key Requirements

  • Bachelor's degree preferred
  • 2+ years work experience preferred
  • FINRA Series 7 and 66 encouraged within 6 months

Work Rights

Not specified

Tailored Resume

Cover Letter