Administrative Assistant
The Administrative Assistant provides administrative support and coordinates activities for specific individuals or teams, ensuring efficient office functioning through a range of responsibilities.
Under moderate supervision, job provides an opportunity to play a key role in ensuring the success of daily operations for employees of all levels.
Key Responsibilities and Duties
- Maintains office inventory, facilitates supply orders and completes other general office duties.
- Supports employees with various tasks related to onboarding, appointment setting and travel arrangements.
- Provides meeting assistance through scheduling, presentation preparation and diligent note taking.
- Handles various office tasks related to communication and organization.
- Upholds organizational policy and procedures, while also ensuring office-wide coordination efforts among various teams and departments.
Educational Requirements
High School Preferred
Work Experience
No Experience Required
Physical Requirements
Physical Requirements : Sedentary Work
Career Level
Key Responsibilities and Duties
- Coordinates overall office functioning through inventory checks, space scheduling, event planning, event execution and paperwork processing.
- Serves as primary administrative contact, working across all lines of business and with external agencies by answering telephone, taking messages and answering routine questions.
- Acts as a liaison between clients and advisory team members, internal business partners and departments, ensuring effective communication and cohesion.
- Maintains advisory team calendars, contact lists and provides ad-hoc support as needed.
Desired Qualifications :
- 2+ Years of Financial Industry experience Preferred
- Bachelors degree preferred
- Proficiency in MS Office (i.e., Outlook, Word and Excel, PowerPoint), Relational Databases, Travel & Expense systems
- Able to multi-task and produce in a fast paced, team environment
- Strong interpersonal and customer service skills
- Organized, detail oriented and follows-through
Related Skills
Accountability, Adaptability, Administrative Support, Communication, Corporate Travel Program Management, Detail Oriented, Employee Engagement, Executive Presence, Expense Reporting / Management, Organizational Savviness, Prioritizes Effectively, Relationship Management, Travel Expertise
Base Pay Range : $22.13 / hr. - $40.63 / hr.
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.
In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Company Overview
TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.
Benefits and Total Rewards
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates.
That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones.
Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being.
To learn more about your benefits, please review our Benefits Summary.
Equal Opportunity
We are an Equal Opportunity / Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Read more about the Equal Opportunity Law here.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team :
Phone : (800) 842-2755
Email : [email protected]
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.
For Applicants of Nuveen residing in Europe and APAC, please click here.
For Applicants of Greenwood residing in Brazil (English), click here.
For Applicants of Greenwood residing in Brazil (Portuguese), click here.
For Applicants of Westchester residing in Brazil (English), click here.
For Applicants of Westchester residing in Brazil (Portuguese), click here.
Financial Consultant - Healthcare
The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services.
This job covers institutions aligned to regional structures and offers financial planning advice via in person, phone and video chat to help clients accomplish their immediate and long-term financial goals.
During your initial period of employment, you will receive training on TIAA's products and the role will be non-exempt - meaning you will be paid on an hourly basis and eligible for overtime pay.
After the training period has concluded, the role will be exempt and you will be paid on a salaried basis at the same rate (i.
e., your weekly salary will be equal to your hourly rate multiplied by 40) and you will no longer be eligible for overtime pay.
All licenses must be obtained within 120 days from start date.
Key Responsibilities and Duties
- Counsels participants on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and increase assets.
- Educates, recommends and facilitates new product purchases (including retail mutual funds, annuities, IRAs, 529 and 403b, bank products, life insurance and others) and provides authoritative information upon which important personal financial planning decisions are based.
- Interacts with retirement plan participants to provide exceptional customer service and execute transaction and service requests.
- Utilizes knowledge of tax and investment strategies to inform financial advice based on clients' financial needs and objectives.
- Communicates internally with cross-business partnerships to develop and implement TIAA products and services to support clients and company initiatives.
- Develops and maintains strong relationship with Institutional Plan Sponsors.
Educational Requirements
University (Degree) Preferred
Work Experience
3+ Years Required; 5+ Years Preferred
FINRA Registrations
SRC Indicator : Series 7; Series 63
Licenses and Certifications
Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
Physical Requirements
Physical Requirements : Sedentary Work
Career Level
LI-KR1
Related Skills
Base Pay Range : $31.37 / hr. - $50.53 / hr.
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.
In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Company Overview
TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.
Benefits and Total Rewards
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates.
That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones.
Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being.
To learn more about your benefits, please review our Benefits Summary.
Equal Opportunity
We are an Equal Opportunity / Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Read more about the Equal Opportunity Law here.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team :
Phone : (800) 842-2755
Email : [email protected]
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.
For Applicants of Nuveen residing in Europe and APAC, please click here.
For Applicants of Greenwood residing in Brazil (English), click here.
For Applicants of Greenwood residing in Brazil (Portuguese), click here.
For Applicants of Westchester residing in Brazil (English), click here.
For Applicants of Westchester residing in Brazil (Portuguese), click here.