Administrative Assistant, Wealth Management Group


Company:: TIAA-CREF
(View company profile)
Location:: San Francisco, CA
Job Type:: Full Time
Category:: Asset Management

Yrs of Exp:: 5+ to 7 years
Posted:: 1/17/2013

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Job Description

Job Description

THE COMPANY:

TIAA-CREF is a Fortune 100 financial services company that is America's leading retirement system for people who work in the academic, research, medical and cultural fields. The company manages $451 billion in combined assets under management on behalf of 3.6 million people and more than 15,000 institutions. TIAA-CREF is headquartered in New York City, with major operations in Charlotte and Denver, Colorado, and some 65 offices nationwide. The company has a workforce of 7,000 employees.

TIAA-CREF's retirement plans provide participating individuals and institutions with a range of options to help meet their financial needs. They include variable annuities, mutual funds, tax-deferred and after-tax annuities, IRAs and brokerage accounts, and investment advice that Forbes magazine calls the most comprehensive workplace advice. Two-thirds of TIAA-CREF's mutual funds and annuity accounts exceeded their Morningstar median over the past three and five years.

Job Duties:

The AA will provide support to a team of financial services professionsl in a local office as well as from remote locations. This position will need to work as a teamwith other administrative staff and managments to accomplish goals and maintain workflow. A high level of professionalism, the ability to multi-task, strong customer service skills and strong sofware application proficiency required. Financial industry and data base experience is a plus.
Qualifications

Process mail and incoming correspndence in accordance with compliance and document routing procedures.
Set up and maintain various files, logs and tracking systems in accordance with compliance standards
Create internal/external corresondence
Will communicate with individual clients to schedule and confirm appointments
Answer phones and route calls appropriately
Process paperwork and checks in accordance with compliance protocols
Heavy database work including attaching documents, letter generation, updates to activites and touchpoints
Extensive meeting preparation for the WMA's
May assist in ordering and maintaining marketing collateral
May be a liason for vendors and office facilities
Process invoices for payment.
5 years experience in an administrative role, successfully supporting multiple people