Hiring difference makers.

Administrative Assistant - Rochester

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Administration & Services
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TIAA
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COMPANY OVERVIEW:

 

As long as there are people who make the world a better place, we'll keep making a difference for them. Since 1918, it has been TIAA's mission to serve those who serve others. It is this mission and the values we embrace that make us a different kind of financial services organization.

 

When you work here at TIAA, you're not just in it for yourself. You are part of something bigger. A collective mission to make a difference - a collective mission we make our own.

 

To be difference makers.

 

For more information about TIAA, visit our website.

 

POSITION SUMMARY:

  

TIAA seeks an Administrative Assistant to join our team in our Rochester, NY location. Primary responsibilities are to support the business unit of Individual Advisory Services operational day to day duties. All tasks, responsibilities and assignments must be completed with the highest level of quality following regulatory procedures (FINRA). Candidates will be working closely with both internal and external clients, so teamwork is a must. The ideal candidate should have an exceptional level of customer service and problem solving skills, the ability to manage change and excellent communication skills. 


 

KEY RESPONSIBILITIES AND DUTIES:
 

  • Greeting clients and manage reception area
  • As the voice of TIAA, answer phones and route calls provide general information to clients refer questions and issues to appropriate staff or department for further information and problem resolution.
  • Schedule and communicate in-office appointments for client meetings as well as follow-up calls and confirmations
  • As an Associated Person, process clients forms and checks process mail and incoming correspondence maintain various files, logs and tracking systems in accordance with FINRA regulations
  • Create internal/external correspondence using Microsoft Office products (Excel, PowerPoint, Word, etc.) as well as create correspondence and/or log activities in client management system (Siebel)
  • Compile client data and research
  • May communicate with institutional administrators and act as liaison with consultants
  • Make routine travel arrangements and complete expense reports
  • Order and maintain office supplies and marketing materials
  • Schedule and set-up internal meetings/conference calls/catering as required
  • May act as liaison for office facilities and maintenance issues
  • May act as liaison for vendors and ensure payment of office-related invoices
  • Assist teammates cover other duties during vacations

 

QUALIFICATIONS:  
   
  • High school diploma required, college degree preferred
  • 3-5 years related experience required
  • Proficiency in Outlook, Word and Excel required
           

Desired skills: 

  • Able to multi-task and produce in a fast paced, team oriented environment
  • Excellent oral and written communication skills
  • Strong interpersonal and customer service skills
  • Organized, detail oriented and follows-through

Equal Employment Opportunity is not just the law, it’s our commitment. Read more about the Equal Employment Opportunity Law.

If you need assistance applying due to being visually or hearing impaired, please email Careers Help.

We are an Equal Opportunity/Affirmative Action Employer. We will 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 legally protected status.

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WORK AT TIAA

As a Fortune 100 financial services organization, we offer many different opportunities for you to grow in your career.

We're committed to hiring amazing people and strive to give all our employee opportunities to grow in a culture that embraces diversity, integrity, innovation and performance.

WHY TIAA

"The clients we serve drive the culture at TIAA and it's what makes us unique."

Ryan Simmons
Associate, Global Real Estate, Commercial Mortgage Investments
Employee and participant since 2007

LEARN MORE ABOUT TIAA

WHO WE ARE

We are TIAA. Created to serve. Built to perform.

OUR HISTORY

Our history of dedicated service goes back nearly 100 years.

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DIVERSITY

We're proud of our diverse backgrounds and perspectives.

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CAREER AREAS

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OUR BENEFITS

The overall health of our employees is important to us.

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MAKE A DIFFERENCE

Make a Difference

Meet some incredible people making a difference

To mark our 100th year, we're honoring Difference Makers by donating $1 million to the organizations they support. Thousands were nominated, and we want to share their inspiring stories with you.

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AWARDS & RECOGNITION

We're not in it for the trophies, but it's nice to be recognized for how we're different

We focus on driving performance and helping our customers achieve their own goals while staying true to our mission and values. The recognition we receive isn't only about how we perform; it's also about who we are and what we believe.

The Best Employers for Diversity, Forbes 2018
Top 50 Companies For Diversity, DiversityInc. 2018
Top 10 Companies For Executive Women, National Association of Female Executives 2018
Best Companies for Diversity, Black Enterprise 2017

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EQUAL OPPORTUNITY

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.

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ACCESSIBILITY SUPPORT

Assistance for those with disabilities or accessibility needs

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.