Trust Operations Analyst

TIAA

Multiple Locations, US
Base: $63,100pyr - $92,800pyr; bonus/equity: pyrti...
Not specified (assumed to be in-office based on company culture description)
2+ years trust or fiduciary accounting experience
Daily and monthly account reconciliation skills
Experience with accounting databases and systems
TIAA is seeking a Trust Operations Analyst responsible for processing transactions within Trust Accounting and Portfolio Management Systems. The ideal candidate will have experience in Trust, Investment, or Fiduciary Accounting and possess strong analytical skills

Job Summary

  • The role is responsible for daily and monthly processing within Trust Accounting and Portfolio Management Systems while supporting diverse business units.
  • Employees must perform account reconciliations and controls in strict compliance with internal and external audits.
  • TIAA offers a comprehensive Total Rewards package including a superior retirement program and competitive health and wellness benefits.

Matching Summary

Match Score: 85

TIAA is seeking a Trust Operations Analyst responsible for processing transactions within Trust Accounting and Portfolio Management Systems. The ideal candidate will have experience in Trust, Investment, or Fiduciary Accounting and possess strong analytical skills.

Salary

Base: $63,100/yr - $92,800/yr; Bonus/Equity: Participation in incentive programs linked to performance possible; Benefits: Comprehensive Total Rewards including retirement, health, and wellness offerings

Skills & Requirements

Must-have

  • 2+ years trust or fiduciary accounting experience
  • Daily and monthly account reconciliation skills
  • Experience with accounting databases and systems
  • Knowledge of internal and external audit compliance
  • Ability to execute complex accounting transactions

Nice-to-have

  • 3+ years experience in investment accounting
  • Familiarity with gift administration processes
  • Strong analytical and problem-solving abilities
  • Experience supporting multiple business units
  • Background in wealth management environments

Key Requirements

  • Minimum 2 years' experience in Trust, Investment or Fiduciary Accounting
  • Bachelor's degree from a university
  • Experience working with accounting systems
  • Background in financial services or trust company environment

Work Rights

Not specified

Tailored Resume

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