Administrative Assistant Wealth Management

TIAA • Phoenix, AZ

1d • Onsite

About The Position

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, the job provides an opportunity to play a key role in ensuring the success of daily operations for employees of all levels. TIAA, a market-leading retirement company with over 100 years of legacy, is dedicated to delivering secure retirement for millions, particularly educators. The company is committed to evolving to meet future challenges, equipping associates with future-focused skills and AI tools. TIAA fosters a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. The workplace combines TIAA and Nuveen's entrepreneurial spirit, emphasizing hard work and collaboration to create lasting impact, and offers associates growth through meaningful learning experiences and development pathways.

Requirements

• High School Preferred
• No Experience Required
• 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.

Nice To Haves

• Prior experience working as an Administrative Assistant preferred.
• Experience in business development and strategy
• Experience in the financial services field preferred.

Responsibilities

• 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.

Benefits

• Superior retirement program
• Highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees