Administrative Assistant - Wealth Management

The Administrative Assistant provides administrative support and coordinates activities for specific individuals or teams, ensuring efficient office functioning through a range of responsibilities. Under moderate supervision, job provides an opportunity to play a key role in ensuring the success of daily operations for employees of all levels.

Key Responsibilities And Duties

• Maintains office inventory, facilitates supply orders and completes other general office duties.
• Supports employees with various tasks related to onboarding, appointment setting and travel arrangements.
• Provides meeting assistance through scheduling, presentation preparation and diligent note taking.
• Handles various office tasks related to communication and organization.
• Upholds organizational policy and procedures, while also ensuring office-wide coordination efforts among various teams and departments.
  
  

Educational Requirements

• High School Preferred
  
  

Work Experience

• No Experience Required
  
  

Physical Requirements

• Physical Requirements: Sedentary Work
  
  

Career Level

2IC

Preferred Skills:

• Prior experience working as an Administrative Assistant preferred.
• Experience supporting Wealth advisors preferred.
• Experience in the financial services field preferred.
• Exceptional organizational and multitasking skills, with the ability to prioritize and manage multiple projects simultaneously.
• Strong written and verbal communication skills, with attention to detail and accuracy.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) and familiarity with Zoom, Teams, and Concur.
• Ability to work independently & take initiative.
• Discretion and professionalism in handling confidential information.
• Strong interpersonal skills and ability to work collaboratively with diverse teams.
• Proactive mindset with problem-solving attitude.
• Flexibility to adapt to changing priorities and work under pressure.
  
  

**This role will require 5 days a week in the office**

Related Skills

Accountability, Adaptability, Administrative Support, Communication, Corporate Travel Program Management, Detail-Oriented, Employee Engagement, Executive Presence, Expense Reporting/Management, Organizational Savviness, Prioritizes Effectively, Relationship Management, Travel Expertise

Anticipated Posting End Date:

2025-10-03

Base Pay Range: $26.88/hr - $33.51/hr

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.

Our Culture of Impact

At TIAA, we're on a mission to build on our 100 year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.

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.

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.

Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.

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: accessibility.support@tiaa.org

Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace.

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.

For Applicants of TIAA Global Capabilities, click here.

For Applicants of Nuveen residing in Europe and APAC, please click here.

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Preferred Skills:

• Prior experience working as an Administrative Assistant preferred.
• Experience supporting Wealth advisors preferred.
• Experience in the financial services field preferred.
• Exceptional organizational and multitasking skills, with the ability to prioritize and manage multiple projects simultaneously.
• Strong written and verbal communication skills, with attention to detail and accuracy.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) and familiarity with Zoom, Teams, and Concur.
• Ability to work independently & take initiative.
• Discretion and professionalism in handling confidential information.
• Strong interpersonal skills and ability to work collaboratively with diverse teams.
• Proactive mindset with problem-solving attitude.
• Flexibility to adapt to changing priorities and work under pressure.
  
  

**This role will require 5 days a week in the office**