Trainee, Wealth Management
Job Description
Trainee
A Trainee Wealth Management Operations professional handles administrative tasks, data entry, and transaction processing to support wealth management activities. They ensure accurate record-keeping, compliance, and smooth execution of financial operations.
Key Responsibilities and Duties- Learning & Skill development: Actively participate in training session to learn and understand the systems, processes, and tools used within the team.
- Collaborate & seek guidance: Work closely with senior team members to clarify tasks, resolve queries, and gain insights into more complex processes.
- Assist in data entry & processing: Support the processing of financial plan report requests by entering data accurately into the systems.
- High School Preferred
- No Experience Required 2+ Years Preferred
3IC
Related Skills
Client Financial Planning, Client Relationship Management, Consultative Communication, Due Diligence, Financial Markets, Market/Industry Dynamics, Practice Management Strategy, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management
TIAA Global Capabilities was established in 2016 with a mission to tap into a vast pool of talent, reduce risk by insourcing key platforms and processes, as well as contribute to innovation with a focus on enhancing our technology stack. TIAA Global Capabilities is focused on building a scalable and sustainable organization , with a focus on technology , operations and expanding into the shared services business space.
Working closely with our U.S. colleagues and other partners, our goal is to reduce risk, improve the efficiency of our technology and processes and develop innovative ideas to increase throughput and productivity.
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.
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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
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