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TIAA-CREF Individual & Institutional Services, LLC

Administrative Assistant - Denver, CO

TIAA-CREF Individual & Institutional Services, LLC - Englewood, CO

Administrative Assistant - Denver, CO






Since 1918, it has been TIAA’s mission to serve, our ability to perform and the values we embrace that make us a different kind of financial services organization. We’re dedicated to serving the financial needs of those in the academic, medical, cultural, governmental and research fields, and committed to helping make lifetime financial well-being possible for them.

By building a culture that allows all employees to contribute their unique talents and skills, we’re able to provide our customers with fresh ideas and distinct perspectives to help them achieve their goals. We believe a diverse and inclusive workforce is one of our greatest strengths and a key measure of our success * .

For more information about TIAA, visit our website at .


TIAA seeks an Administrative Assistant to join our team in our Denver, Colorado 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.

Duties may include:

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



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 at


print_poster.pdf .

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

This organization is an equal employment opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, this organization expressly prohibits discrimination, harassment, and retaliation on the basis of race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy (including childbirth, breastfeeding or related medical conditions where applicable), sexual orientation, gender, gender identity, gender expression, transgender, marital status, national origin, ancestry, physical or mental disability, requesting a reasonable accommodation based on mental or physical disability, medical condition (as defined by applicable law), genetic history and information, citizenship status, military or veteran status, or any other status protected by federal, state, or local law or ordinance or regulation (collectively referred to here as “protected characteristics”).

©2016 Teachers Insurance and Annuity Association of America (TIAA), 730 Third Avenue, New York, NY 10017



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6 days 21 hours ago

TIAA-CREF Individual & Institutional Services, LLC


Administrative Assistant - Denver, CO TIAA-CREF Individual & Institutional Services, LLC - Englewood, CO, United States


Location: Englewood, CO

Company Profile:
TIAA-CREF is a leading financial services organization with $487 billion in assets under management (as of 3/31/12). The firm is a leader in helping those in the academic, medical, cultural, governmental and research fields plan for retirement, and life’s other goals. Over 3.7 million individuals trust us to help support their financial well-being.