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, this job provides an opportunity to play a key role in ensuring the success of daily operations for employees of all levels. For more than 100 years, TIAA has delivered secure retirement for millions of people, founded to help educators retire with dignity, and is now a market-leading retirement company fueled by world-class asset management. At TIAA, the mission is to build on their 100+ year legacy of delivering for clients while evolving to meet tomorrow's challenges. They equip associates with future-focused skills and AI tools that enable them to advance their mission, fighting to ensure a more secure financial future for all and for generations to come. The company is guided by values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One, which influence every decision and how they work together to serve clients daily. They thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. The workplace brings together TIAA and Nuveen's entrepreneurial spirit, where associates can grow through meaningful learning experiences and development pathways.

Nice To Haves

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

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

• A comprehensive Total Rewards package designed to make a positive difference in the lives of associates and their loved ones.
• 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