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Trust Operations Principal Kaspick

The Trust Operations Principal Kaspick role is responsible for execution of daily and monthly processing within the Trust Accounting and Portfolio Management Systems. The position is responsible for driving productivity improvements, maintaining appropriate controls, and managing vendor relationships. The position supports all other business units including Trading, Reporting, Gift Administration, Pooled Fund Administration, Transitions, and Tax. The position provides subject matter expertise and support to the company's middle management team.

Key Responsibilities and Duties

+ Manages accurate processing and recordkeeping for all client, donor, beneficiary, program, profile, gift, disbursement, cash, tax, and fee information. Ensures all trust lifecycle event processing on a timely basis, establishes service level standards, and tracks and measures against standards.

+ Implements and enhances operational and financial controls, policies, and procedures that improve the overall productivity and effectiveness of the operation and reduces risk.

+ Manages key relationships and operations with custodians and third parties maintaining compliance and risk management for the area.

+ Drives development and enhancement of operations and accounting systems, including tax, billing, payment, trust administration, portfolio accounting, and trust accounting systems. Collaborates with IT in guiding systems acquisition and development.

+ Works closely with client teams in processing transactions, account reconciliation, and resolving issues and with client reporting team on generating period close data for periodic reporting.

+ Works with audit and compliance teams, both internal and external, during audit fieldwork and examinations and supports client teams during pre-sales work with subject matter expertise, explanation of procedures and practices.

Educational Requirements

+ University (Degree) Preferred

Work Experience

+ 5+ Years Required; 7+ Years Preferred

Physical Requirements

+ Physical Requirements: Sedentary Work

Career Level

8IC

_There are 2 positions to be filled._

Required Qualifications:

+ 5+ years accounting and/or financial institution operations experience

Preferred Qualifications:

+ 7+ years accounting and/or financial institution operations experience

+ University degree in Accounting, Finance, or Business

+ Previous experience working with InnoTrust and/or APX software platforms

+ Previous experience and knowledge of Trust accounting

+ Strong proficiency in Excel

\#LI-KD2

Anticipated Posting End Date:

2025-08-04

Base Pay Range: $84,000/yr - $140,000/yr

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).

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Company Overview

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.

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 (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Read more about your rights and view government notices here (https://www.dol.gov/general/topics/posters) .

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 (https://www.tiaa.org/public/tiaa-nuveen-privacy) .

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .

For Applicants of TIAA Global Capabilities, click here (https://www.tiaa.org/public/support/privacy/tiaa-global-capabilities-privacy-notice) .

For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .

TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.

Privacy Notices

+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .

+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .

+ For Applicants of TIAA Global Capabilities, click here (https://www.tiaa.org/public/support/privacy/tiaa-global-capabilities-privacy-notice) .

+ For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .

Nondiscrimination & Equal Opportunity Employment

TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.

EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-1688394514088.pdf)

Pay Transparency

Philadelphia Ban the Box (https://www.phila.gov/media/20210423160847/Fair-Chance-Hiring-law-poster.pdf)