TIAA
TIAA
TIAA is a financial services and insurance company focused on retirement planning, wealth management, and long-term financial security. Its offerings include annuities, individual retirement accounts, investment management, and personalized financial guidance for individuals and institutional clients. Founded in 1918, TIAA combines retirement expertise with responsible investing and manages $1.2 trillion in assets, helping customers plan for dependable lifetime income and more confident financial futures.

Administrative Assistant, Private Asset Management — TIAA, Frisco, TX

Administrative Assistant supporting TIAA’s Private Asset Management operations in Frisco. The role coordinates calendars, client meetings, travel, correspondence, office administration, and cross-team activities.

Description

  • Manage office inventory, arrange supply orders, and handle routine administrative duties
  • Support onboarding, appointment scheduling, and travel coordination
  • Organize meetings, prepare presentations, and record meeting notes
  • Manage office communications and organizational tasks
  • Follow company policies and procedures while coordinating with teams and departments
  • Coordinate meetings and communications for high-net-worth clients across locations and time zones
  • Answer and route calls as a TIAA representative, provide general client information, and escalate issues appropriately
  • Maintain executive calendars
  • Prepare internal and external correspondence in Microsoft Office and record activities in Siebel/Unified Desktop
  • Compile client information and conduct supporting research
  • Arrange business travel and complete expense reports
  • Order and maintain office supplies
  • Schedule and prepare internal meetings, conference calls, and catering
  • Coordinate with facilities, maintenance teams, and vendors as needed
  • Process office-related invoices for payment
  • Prepare ad hoc reports and support special projects
  • Support colleagues and provide vacation coverage

Requirements

  • High school education is preferred
  • Previous experience is not required
  • A bachelor’s degree is preferred
  • Strong proficiency with Microsoft Office, particularly Excel
  • Demonstrated attention to detail, organization, and reliable follow-through
  • Ability to manage multiple tasks in a fast-paced, collaborative environment
  • Excellent verbal and written communication skills
  • Strong interpersonal and customer service abilities
  • Role involves sedentary work

Benefits

  • Enhanced retirement program
  • Competitive health, wellness, and work-life benefits
  • Support for financial, physical, emotional, and overall well-being
  • Performance-based incentive program may apply depending on the role
  • Accessibility assistance and reasonable accommodations for applicants with disabilities
  • Drug-free and smoke-free workplace

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