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TIAA
TIAA
H1B Visa SponsorFinanceInsuranceWealth Management
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.
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Trust Analyst - TIAA, Pune Hybrid

Manage fiduciary transactions, trust accounting, reconciliations, and compliance for TIAA’s wealth management operations in Pune. Support accurate trust administration, process improvement, and responsive client service.

INIndiaHybridFull-timeMiddleSeniorEnglish RequiredAnalyst

Description

  • Execute fiduciary transactions, including distributions, asset transfers, and trust terminations
  • Process estate settlements, trust amendments, and beneficiary updates
  • Oversee trust accounting, income allocation, and trustee reporting
  • Review transactions for quality issues, errors, and discrepancies
  • Investigate root causes and apply corrective actions to reduce error rates
  • Assess workflows and recommend automation and efficiency improvements
  • Create and update standard operating procedures
  • Train new team members on trust systems, processes, and applicable regulations
  • Maintain accurate, compliant, efficient trust administration and high-quality client service

Requirements

  • Bachelor’s degree in finance, accounting, business, or a related field
  • Five to seven years of experience in trust administration or fiduciary services
  • Understanding of trust taxation and accounting principles
  • Proficiency with trust administration systems and advanced Excel
  • Strong analytical ability and meticulous attention to detail
  • Experience with SEI or Fiserv trust administration platforms preferred
  • Experience with Lean or Six Sigma process improvement preferred
  • Ability to perform sedentary work

Benefits

  • TIAA is an equal opportunity employer
  • Accessibility assistance is available for applicants who need support with the online application process
  • Reasonable accommodations are available for U.S. applicants with disabilities
  • Opportunities for meaningful learning and professional development
  • Access to future-oriented skills and AI tools

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