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TIAA

Sr. Financial Planning Support Specialist

Charlottehybridsenior

Posted yesterday · via Workday

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About this role

The Financial Planning Support Specialist job provides administrative and operational support to the organization's financial planners and their clients. This job responds to inquiries, changes client assignments in the processing systems, and performs basic research based on segmentation questions. Working under moderate supervision, this job supports dedicated investment advisors and additional client coverage teams while ensuring the high quality, accurate and compliant handling of client data. Key Responsibilities and Duties Collects and organizes all necessary information related to clients' financial situations, including assets, liabilities, income, and expenses, to support financial planners.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: teams, salesforce

2

Level fit

This role is senior-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Charlotte. We weight your proximity and willingness to relocate.

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Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

teamssalesforce

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