ࡱ>   \p TIAA-CREF Ba==K[;8X@"1Arial1Arial1Arial1Arial1Arial1Arial1 Arial1$Arial1 Arial1 Arial1Arial1 Arial1Arial"$"#,##0_);\("$"#,##0\)!"$"#,##0_);[Red]\("$"#,##0\)""$"#,##0.00_);\("$"#,##0.00\)'""$"#,##0.00_);[Red]\("$"#,##0.00\)7*2_("$"* #,##0_);_("$"* \(#,##0\);_("$"* "-"_);_(@_).))_(* #,##0_);_(* \(#,##0\);_(* "-"_);_(@_)?,:_("$"* #,##0.00_);_("$"* \(#,##0.00\);_("$"* "-"??_);_(@_)6+1_(* #,##0.00_);_(* \(#,##0.00\);_(* "-"??_);_(@_)                + ) , *      ax     a  ax  a"x  a"x""  a"x"     <@  8@   <@ @  8@ @   8@ @  ax@ @    |@ @  (8@ @  ax@  ax@ -   |@  x@ @  X   H  |@ @   x!@ @  a)x@7  a!x@@  a!x@   (@   (  @  ax@ @  ax!@ @  ,!x@@ -  ax@@ 7  ,!x@@   ax@ @  axa@ @  ax@ @ 7  axa@ @ 7  ,!x@ @   ,!xa@ @   ,!x@ @  ,!x @  ,!xa @  @  a@  ,!x @  @  ,!|@ @ -  ,!x@ @ -   Normal_SHEET`,eTL Job Descriptions Rate Card" %" Accountable for issue resolution casework, asset growth and retention, and providing education and counseling on the complete spectrum of TIAA-CREF products and services for all participants, prospects, beneficiaries and their legal and financial representatives " Responsible for issue resolution casework, asset growth and retention, and providing education and counseling through written communication, individual communication, group presentations, and direct marketing projects " Develop and maintain relationships with participants, priority individuals, prospects, beneficiaries, and their legal and financial representatives " Interact with participants and their representatives via written communication, e-mail, outbound and inbound telephone calls, in person, and group settings " Provide answers to inquiries and counter competitive tactics while achieving asset growth, asset retention, and service goalsc" Requires basic understanding of features and benefits of TIAA-CREF products. " Basic knowledge of various financial products and regulations. " Becoming familiar with financial services terminology. " Basic knowledge of legislative and regulatory issues and requirements. Learning complex regulations and legislative issues. " Developing counseling skills including learning to solve difficult problems and asking the right questions. " Ability to educate clients about basic money matters for specific situations. " Strong interpersonal style to adapt to various audiences, clients, or stressful situationsNCNYCO+Temporary Labor Contingent Worker Rate CardMinMax" Primary responsibilities include but are not limited to reconciling retirement plan contributions, requests and inquiries for our more than 15,000 institutional clients. Individual client transactions requests are also addressed within this position. All tasks, responsibilities and assignments must be processed with the highest level of quality and under strict compliance and regulatory scrutiny. " Candidates will also be charged with the responsibility of working closely with both internal business owners and external customers to resolve problems as they arise. The ideal candidate should be comfortable with initiating contact with both internal and external clients with emphasis on communicating the issues and potential resolution." Strong attention to detail, with a financial and processing background " Effective time management and analytical skills " Self-starter with the ability to work as part of a team " Quick learner " Dependable7" Supervise resources, establish priorities and train staff as necessary " Primary responsibilities include but are not limited to reconciling retirement plan contributions, requests and inquiries for our more than 15,000 institutional clients. Individual client transactions requests are also addressed within this position. All tasks, responsibilities and assignments must be processed with the highest level of quality and under strict compliance and regulatory scrutiny. " Candidates will also be charged with the responsibility of working closely with both internal business owners and external customers to resolve problems as they arise. The ideal candidate should be comfortable with initiating contact with both internal and external clients with emphasis on communicating the issues and potential resolution." Strong customer service, verbal, written & communication skills " Ability to interact with tact and professionalism with all levels of the company " Ability to maintain strict confidentiality " Strong attention to detail, with a financial and processing background " Effective time management and analytical skills " Self-starter with the ability to work as part of a team " Quick learner " Dependable " Ability to supervise and train assigned staff " Ability to make administrative/procedural decisions and judgments " Ability to analyze and solve problems " Demonstrated ability to prioritize and escalate issues to the proper authority when necessarym" To oversee the scope, delivery, and budget for a project portfolio " Establish and imp< lement program and project processes and methodologies to ensure that all tasks are successfully integrated within the project portfolio, delivered on time / within scope, and adhere to high quality standards " Ensure key strategic project interdependencies are managed in an integrated fashion " Identify, resolve or escalate (when appropriate) strategic interdependencies that have cross project implications, including deliverables and timelines " Engage in solid estimating and project planning disciplines in every part of the business so that project activity can be sized, resourced and managed properly " Track key milestones, recommending adjustments to Project Managers " Manage a high-level plan for the portfolio, e.g., overseeing issues, scope, risks and resources " Manage and track the project portfolio budget " Follow rigorous system development life cycle (SDLC) and project management best practices, comply with internal Sarbanes Oxley (SOX) and SAS70 processes, and adhere to Change Control and Problem Management procedures" Enhances the alignment between project plan requirements and program goals. " Able to manage the scope, delivery, and budgetary aspects of a master plan comprising two or more projects. " Good ability to manage and track the project portfolio budget. " Able to communicate project portfolio issues and risks across business departments and divisions, as well as project, program, and possibly senior leadership. c" Serve as the point of contact for to the OPS Pension Operations Team " Serve as a performance consultant on all project initiatives " Use sound Instructional Design Methodologies to create and design training including job aids, web-based and instructor-led training, and learning microsites " Work with subject matter experts to identify training needs and develop training content " Develop training evaluation criteria for projects " Perform level 2, 3 and 4 evaluations " Assist management in developing monitoring mechanisms such as action plans to implement recommended changes " Proven competency in instructional design with expertise in the development of interactive blended learning  instructor led, self paced, on-line, etc. " Strong project management skills applied in a business / corporate environment; experience in managing multiple design projects " Experience in all phases of the development process, working knowledge of authoring tools and programming languages, usability and functionality testing methods, course and learner evaluation methodology " Proficiency with Lectora, Flash, Dreamweaver, and Captivate " Ability and confidence in effectively facilitating training courses on a variety of topics to a variety of audiences " Ability to interact with senior level managers " Ability to consult with client groups to determine learning and non-learning needs and solutions " Strategic point of view and pragmatic approach to learning are critical " Experience in managing vendor relationships in a corporate environment " Complete a Request For Information detailing information regarding each of our proprietary investment funds that are available under the Pension platform " Completion of between 15 and 30 RFIs" Excellent oral and written communication skills. " Strong analytical and organizational abilities in a multi-task environment. " Ability to meet production and quality requirements according to corporate standards." Assists in preparing impact financial, operational and statistical reports for internal and external business partners " Assists in the maintenance (data verification, maintenance and integrity) the management reporting system that warehouses critical data " Helps to maintain and update inventory of all contractual obligations and regulatory requirements in accordance with state law " Observe quality controls ensuring data integrity in all aspects of reporting and analyticsM" Entry to the role, acquiring knowledge and skills " Focus is compiling data" Prepares impact financial, operational and statistical < reports for internal and external business partners. " Maintain (data verification, maintenance and integrity) the management reporting system that warehouses critical data. " Maintain and update inventory of all contractual obligations and regulatory requirements in accordance with state law. " Observe quality controls ensuring data integrity in all aspects of reporting and analytics.b" Can operate independently with moderately complex business processes. " Focus is reviewing data " The individual performing the role of a Senior Business Analyst will be required to analyze business and functional requirements provided from the business. The individual must be able to partner with technology resources to translate the requirements into technical requirements. The analyst must have the ability to document functional and operational impacts to associates and customers. " Individual must have the ability to assist in the completion and documentation of designs functional and technical. Must have the ability to provide expert knowledge on assigned tasks, functionality and associate/customer processes. " Implement project management processes and methodologies to help ensure that projects are delivered on time, within budget, adhere to high quality standards, meet customer & TIAA expectations, wherever applicable " Manages project teams for complex business area initiatives, ensuring that assigned areas are fully represented on corporate strategic projects, wherever applicable f" Must possess strong analytical skills and communication skills including the ability to influence at the executive level " Demonstrate the ability to facilitate meetings and drive a group to consensus both in person and remotely " Demonstrate the capacity to adapt to a rapidly changing environment and shifting priorities as directives may change frequently " Candidates must demonstrate a combination of business aptitude, quantitative skills, strategic and creative thinking and distinguished written and oral communications skills. " Proficiency with Microsoft Excel, Project, PowerPoint and Word required %" Minimum 3 to 5 years of IT work experience. " Minimum 0 to 2 years of project management. " Bachelor s / Master s Degree or equivalent work experience in Computer Science, Information Systems, Business Administration or other related field. " Project Management Certification preferred. Minimum 3 to 5 years of communications, business or technical writing experience " Bachelor s degree or technical institute degree " Certificate in Journalism, Communications / PR, Technical Writing, English or other related field. Minimum of 7 years of financial services experience with an operations and/or technology background, derivatives background, with investment operations, and project management. Bachelor s degree in accounting, finance, or related field; master's preferred5Finance / Accounting - Real Estate Accounting Manager)Finance / Accounting - Research Associate+Legal/Marketing/Human Resources - Paralegal6Legal/Marketing/Human Resources - Training Facilitator " Works under general guidance or direction of senior staff in various phases of project life cycles " Participates in project initiative requirements  asks all universal questions (who, what when, where, how) to define project, estimates  man hours required to accomplish specific tasks for budget purposes, obtains authorization; designs project plan, constructs project plan, tests all areas of project with focus on quality assurance to find all errors before implementation (methods, risks, techniques, processes/practices/ procedures, designs, test plans and strategy, spreadsheets of defects, test conditions, test runs, project domicile, etc.) implements plan, develops and trains appropriate audience. " Establishes and maintains relationships with internal and external business partners." Strong organization, multi-tasking and time management skills. " Detail, process and goal oriented. " Must be able to explain technical requirements to inexperienced clients using easy to understand terminology. " Possess analytic mind to design process improvements; work within the context an< d balance financial and reputational risk. " Strong computer skills with emphasis on: Recordkeeping systems, Microsoft Office software. Responsible for preparing and reviewing communications for a service area within the organization, working with the leadership and project teams to announce new initiatives, create and manage the content the of the intranet site and plan and execute meetings. Under the supervision of the Communications Manager and in alignment with Corporate Communications, the Communications Specialist is responsible for planning and implementing communications programs and strategies that create a strong, positive project and organizational image while providing relevant and timely information to TIAA staff. The incumbent is accountable for timely and cost effective execution of the strategies, while maintaining quality and accuracy of information. " Excellent writing skills as demonstrated by a portfolio of samples " Well organized, committed, accurate, thorough and punctual, with attention to detail " Detailed familiarity with communication tools including Microsoft Office, desktop publishing or other tools " Great communicator  can be articulate and persuasive one-on-one or in larger group settings. Listens for objectives. Can probe to understand communications objectives.G" Drafting the initial business case per TIAA CREF s guidelines/template " Investigating and outlining a high level sales methodology and approach for TIAA-CREF review " Working with TIAA CREF to determine initial criteria to target clients " Acting as a liaison to the internal partner groups to communicate team goals, responsibilities and status checks " Conduct and manage any necessary internal meetings, working sessions, interviews etc  to gather information to support the initiative. " Identify areas which need extra resources or attention by TIAA-CREF for overall success" Strong customer focus with demonstrated success in problem solving, teamwork. " Strong interpersonal and coaching skills. " Ability to use different software applications on systems " Ability to lead complex projects and deliver projects on time and within budget parameters. " Ability to work effectively under deadline pressures. " Strategic planning and decision-making skills. " Support several project groups, primarily the business security entitlements team, to fulfill, manage and track internal customer requests " Perform basic project management/analysis tasks. " Experience with data entry and records management " Excellent organizational, communication and interpersonal skills. " Commitment to meeting deadlines. " Experience in Excel, Word, PowerPoint. " Strong analytical skills " Ability to multi-task " Handle/ensure the overall coordination, status reporting and stability of project oriented work efforts " Establish and implement project management processes and methodologies to help ensure that projects are delivered on time, within budget, adhere to high quality standards, meet customer & TIAA expectations " Responsible for assembling project plans and team assignments, directing and monitoring work efforts on a daily basis, identifying resource needs " Performing quality review, and escalating functional, quality and timeline issues appropriately " Responsible for tracking key project milestones and adjusting project plans and/or resources " Coordinate communication with all areas of the enterprise that impact the scope, budget, risk and resources of the work being managed " Comply with internal Sarbanes-Oxley (SOX) and other compliance related processes " Adhere to change control and problem management procedures*" Strong customer focus with demonstrated success in problem solving, teamwork. " Strong interpersonal and coaching skills. " Knowledge of TIAA-CREF products, services, and business processes. " Ability to use different software applications and systems including Siebel, mainframe systems, desktops, vendor software, and web based systems. " Ability to lead large scale, complex projects and deliver projects on time and within budget parameters. " Ability to work effectively under deadline pressures. " Strategic planning and decision-making skills. B" Serves as subject matter expert (SME) on day to day development and execution of business planning activities and initiatives " Develops new project proposals " Champions an excellent understanding of business area best practices to enhance operation< al efficiency and reduce costs; identifies business processes requiring improvement and implements remediation procedures " Manages project teams for complex business area initiatives, ensuring that assigned areas are fully represented on corporate strategic projects " Oversees employee engagement strategy to enhance area performance, including analyzing current culture, scoping out problem areas, and aligning solutions with business priorities " Develops metrics and/or measurements that link to business objectives " Assesses business operational readiness for implementation " Interfacing and gathering requirements for internal groups responsible for processing of derivatives-based transactions " Project planning of these requirements and resolving operational issuesGTIAA-CREF Temporary Labor Contingent Workers- Detailed Job Descriptions" Possess a thorough understanding of derivatives products and pricing methodologies " Possess a thorough knowledge of different derivatives processes and technologies " Experienced at dealing with the front office, risk management, and other organizations supporting a derivatives business unit " Strong project management and business analysis expertise preferred " Leadership skills, including but not limited to: ability to lead under pressure, superior and timely decision-making, strong written and verbal communication skills, delegation and direction, problem solving, and ability to train " Ability to recognize points of risk and development of related controls " A self-starter with high energy, initiative and self-motivation to advance within the firm" Primary purpose is to serve as a project coordinator " Manage weekly status reporting process; this includes working with each WS Lead/PM to obtain project highlights, roadmap (milestone) updates, issue updates and risk updates " Manage issue tracking and risk tracking process; track, tier and update as necessary " Manage Program Work plan; ensures workplans from each workstream are consolidated into one master workplan on a weekly basis. " Manage Program Roadmap; ensure milestones, milestone dates and status are updated as necessary. " Provide Monthly Program Review (program highlights/updates, financials) to Enterprise PMO " Create weekly Workstream Leads meeting documentation and weekly Steering Committee deck/documentation ;" Project Management Certification preferred (Not Required)" Accountable for the development, improvement and execution of processes in support of specific project objectives within the Product Management team " Ensure full integration of all processes and linkages to best practices " Work closely with the PMO Director and other leaders within Pension Product Management to ensure that all assigned projects are reviewed for process excellence " Focus on improving client experiences, reducing cycle time for implementation activities, creating cost savings within processes, and ensuring that product development processes are executed within implementation deadlines " Represent Pension Product Management with appropriate business partners such as Risk Management or Strategy, Integration & Policy " Hands-on experience with Six Sigma and/or Project Management methodologies and tools " Green Belt certification " Demonstrated end-to-end process integration and improvement " Strong analytical skills and sound judgment " Excellent communication and presentation skills  focus and brevity " Proven ability to influence vs. directly manage " Strong understanding of pension products, as well as TIAA-CREF s business and technology environment " Provide accounting advice and services to area finance managers and division managers in assigned areas. Develop and maintain areas organization and chart of account structures. " Liaison with finance managers to assist in developing area macro-projections, mid-year forecasts, salary projections and annual budgets. " Review monthly and quarterly budget results of assigned areas. Research and resolve discrepancies.e" Strong PC, accounting and communication skills. " Prior budget and expen< se allocation knowledge. g" Excellent PC, accounting and communication skills. " Prior budget and expense allocation knowledge. " Assist with the timely processing and logging of financial transactions impacting participant contracts " Creation and distribution of Interoffice Memos requesting movement of cash " Creating Batch transactions for remittances requiring movement of cash X" Must be able to work independently and accurately to ensure the timely processing of transactions on a daily basis " Financial background is preferred in order to perform Cash Transfer transactions " Must be able to meet expected deadlines with minimal guidance " Flexibility is required as responsibilities shift as Departmental needs change" Determine if applied contributions are self-remitted or remitted by a plan. " Research, segregate and split after tax accumulations from plan accumulations on Retirement Annuity contracts and Transfer Payout Annuity contracts. " Prepare standardized letters. " Analytical and research skills " Ability to work in a fast paced team environment. " Basic Knowledge of Retirement products. " Knowledge of Microsoft Word " Provides actuarial and related assistance with respect to pricing, product development, valuation, policy form development and compliance, risk analysis / management and retirement plan support in accordance with the Sarbanes-Oxley Act of 2002 (SOX) and related regulations. " Provides actuarial assistance in support of new and existing pension business, including the testing of retirement plans for compliance with non discrimination rules; administers plan provisions and actuarial valuation of defined benefit plans." Demonstrates commitment to team objectives. " Contributes individually and collaborates with others to achieve team objectives. " Observes appropriate industry and professional standards and complies with legal and regulatory requirements." Supplement internal audit teams with additional resources to accelerate completion of audit projects to complete internal control work in time for use in financial statement audits by PwCF" Requisite audit, controls and financial services industry experience" Provide accounting advice and services to area finance managers and division managers in assigned areas. " Develop and maintain areas organization and chart of account structures. " Liaison with finance managers to assist in developing area macro-projections, mid-year forecasts, salary projections and annual budgets. " Review monthly and quarterly budget results of assigned areas. " Research and resolve discrepancies. j" Strong PC, accounting and communication skills. " Prior budget and expense allocation knowledge. 7" Generate mutual fund net asset values for delivery to various external and internal parties. " Work accurately, display attention to detail, and meet nightly deadlines. " Perform beginning of day accounting procedures " Assist with daily cash processing procedures and research reconciling items, as neededP" Strong mutual fund, accounting, PC and communication and analytical skills. " To process corporate daily and semi-monthly payrolls and perform a variety of accounting / tax / payroll related functions " Participate in testing, developing and implementing new or modified payroll processes or systems " Maintain tax bulletin updates and compliance with tax regulations in the payroll environment " Perform data entry and ensure accurate and timely processing of all payroll transactions, such as time sheets, disability processing, tuition reimbursements, and management of sundry receivables account transactions.A" Completes assigned work and assists on high priority assignments " Balances multiple demands and competing priorities. Knows how to prioritize assignments " Focuses efforts on  high payoff activities and goals that management deems important and critical " Uses available resources to ensure accuracy of work prepareda" Evaluate, research and provide process improvement, documentation for SOX and internal controlsI" Strong PC, accounting and co< mmunication skills. " Prior SOX knowledge " Review and analyze real estate property operating statements for wholly owned and joint venture real investments - prepare journal entries to capture operating activity and quarterly valuation changes; research and resolve outstanding aging items. " Contribute to the preparation of monthly and quarterly aging reports on selected account balances, assist associates in compiling data for quarterly PwC review." Professional accounting experience, real estate or real estate related preferred " Good analytical and communication skills " Ability to create necessary journal entries based on analysis " Ability to use Outlook, Word & Excel+" Ensure the overall coordination, status reporting, and stability of project oriented work efforts related to the implementation of a newly released FASB pronouncement and implementation of a newly released AcSEC pronouncement. " Management of multiple work streams, coordination between numerous work groups and consistently meet key project milestones " Use of project management best practices to include detailed project plans, resource management, milestone tracking, quality assurance, presentation delivery, policies creation and training delivery" Strong customer focus with demonstrated success in problem solving, teamwork. " Strong interpersonal and coaching skills. " Ability to lead large scale, complex projects and deliver projects on time and within budget parameters. " Ability to work effectively under deadline pressures. " Strategic planning and decision-making skills. " Ability to analyze and interpret accounting literature " Ability to create accounting position papers and professional communication is essential Administrative - Admin/Clerical)Administrative - Administrative Assistant2Administrative - Administrative Assistant - Senior.Administrative - Corporate Services Specialist0Administrative - Customer Service Representative9Administrative - Customer Service Representative - Senior<Administrative - Individual Consultant - Counseling Services0Administrative - Service Representative - Junior'Administrative - Service Representative0Administrative - Service Representative - Senior$Business - Business Analyst - JuniorBusiness - Business Analyst$Business - Business Analyst - SeniorBusiness - Business Consultant$Business - Communications SpecialistBusiness - Consultant2Business - OPS Security Entitlements Business AsstBusiness - Project Manager#Business - Project Manager - Senior!Finance / Accounting - Accountant*Finance / Accounting - Accountant - Senior4Finance / Accounting - Accounts Receivable Associate2Finance / Accounting - Actuarial Cleanup Associate8Finance / Accounting - Actuarial Temp - Pension Products.Finance / Accounting - Audit Plan Acceleration(Finance / Accounting - Financial Analyst6Finance / Accounting - Mutual Fund Accountant - Junior-Finance / Accounting - Mutual Fund Accountant)Finance / Accounting - Payroll Specialist:Finance / Accounting - Process Documentation & Improvement5Legal/Marketing/Human Resources - New Hire Class Lead+Legal/Marketing/Human Resources - Recruiter8Legal/Marketing/Human Resources - Recruiting Coordinator2Legal/Marketing/Human Resources - Registered NurseJob NameResponsibliltiesYears of ExperienceMinimum of 1 to 3 years of administrative support or relevant clerical experience. High School Diploma or equivalent combination of education and experienceqMinimum of 2 years related experience. High School Diploma or equivalent combination of education and experiencerMinimum of 5 years experience in an administrative support role.. Bachelor s degree or equivalent work experiencedMinimum 1-2 years of clerical work or other relevant office-related experience. High School DiplomaMust have e 1 to 5 years of experience in a Customer Service environment, preferably in financial services call center . Bachelor's degree or equivalent combination of education and experienceMust have 5+ years of experience in a Customer Service environment, preferably in financial services call center . Bachelor's degree or equivalent combination of education and experienceMinimum 1 to 6 years of customer service or financial sales experience. Bachelor s degree or the equivalent combination of education and experienceXMinimum 1-2 years of experience. Bachelor's degree, not required but strongly preferredXMinimum 2-5 years of experience. Bachelor's degree, not required but strongly preferredP5 + years of experience. Bachelor's degree, not required but strongly preferredMinimum 3 to 5 years of experience. Prefer a Masters Degree in Instructional Design, Instructional Technology, Adult Education, or Organizational DevelopmentTypically 3 years of analytical and financial experience in the financial services industry . Bachelor's degree in Finance, Accounting or related fieldTypically 3 - 7 years of analytical and financial experience in the financial services industry . Bachelor's degree in Finance, Accounting or related field 7+ years of financial and operational experience in the financial services industry. " College degree in Finance, Accounting or related field. " May have advanced degree (MBA) and/or designation (CFA, CPA).|Typically 5 to 10 years of financial service industry experience and 1 to 2 years in project environment. Bachelor's degreejMinimum 1-3 years experience, including internships. . BS/BA in Journalism, PR, English or communications,3 to 5 years experience. Bachelor s degree >3 to 5 years managing or leading projects. Bachelor s degree 5 + years leading projects and process improvements initiatives of increasing significance. " Bachelor<  s degree " Masters degree preferred " Project Management Certification required Minimum 2 to 4 years of project management. Bachelor's Degree or equivalent work experience, business administration or other related fieldMinimum of 5 years project management or process engineering experience and demonstrated experience with complex project(s). Bachelor s degree Minimum of 1 year of accounting related experience at the 1st level; 2+ years of accounting experience at the 2nd level . Bachelor's degree in AccountingJMinimum 5 years of accounting experience. Bachelor's degree in AccountingF5+ Years as an Accounting Generalist. Bachelor's degree in Accounting_Minimum 2 Years Customer Service Experience. Bachelor's degree in mathematics or related fieldMinimum of 0 to 2 years of insurance industry experience. Bachelor s degree in Mathematics or related field or the equivalent combination of education and experience.5+ Years. Bachelor s Degree with a major in accounting / information systems or equivalent combination of education and experience.Minimum of 1 year of accounting related experience at the 1st level; 2+ years of accounting experience at the 2nd level. . Bachelor s degree in Accounting wMinimum of 1 to 3 years of related experience. Bachelor's degree in Business Administration, Finance, or related fieldwMinimum of 3 to 5 years of related experience. Bachelor's degree in Business Administration, Finance, or related fieldfMinimum 0 to 5 years experience with payroll data entry preferred. High School Diploma or equivalent.jMinimum of 3 to 5 years of related experience. Bachelor's degree in Finance, Accounting, or related fieldaMinimum 2 to 5 years experience in analyzing investment activity. Bachelors degree in accountingfMinimum 3 to 5 years managing or leading projects in a similar field. Bachelor s degree in accountingjMinimum 7 to 10 yrs of experience in public accounting and real estate . Bachelor's degree in AccountinguMinimum 2 Years Customer Service Experience. Bachelor's degree or equivalent combination of education and experienceMinimum 3 years of recruiting experience in a variety of industries and job specialties. Bachelor s degree from an accredited college or university _2+ Years Experience. High School Diploma or equivalent combination of education and experienceMinimum of 1 to 3 years of experience. A bachelor s of science degree in nursing (BSN), an associate degree in nursing (ADN), or a diplomaMinimum of 3 years of legal office experience in either a top law firm or corporate environment.. Bachelor's degree and paralegal certificate, or the equivalent Minimum 5 to 7 years in experience in training, dealing with clients and outside vendors. . Bachelor's degree or equivalent combination of education and experience6" Resolves routine administrative problems and answers inquiries concerning activities and operations of department/division. " Answers incoming telephone calls, screen calls, and refers to proper authority for handling. " Arranges essential mail in priority action order for boss. " Effectively manages telephone and calendar, schedule meetings, maintain recurring meeting schedules and provide calendar conflict resolution. " Understands the nature of work place issues and escalates to proper authority in a timely manner. " Established, maintains, processes, and updates files, records, certificates, and/or other documents. " Uses good judgment in handling confidential information. " Effectively screens visitors to control interruptions. " Handles ordering office supplies and maintaining office equipment.6" Resolves routine administrative problems and answers inquiries concerning activities and operations of department/division. " Answers incoming telephone calls, screen calls, and refers to proper authority for handling. " Arranges essential mail in priority action order for boss. " Effectively manages telephone and calendar, schedule meetings, maintain recurring meeting schedules and provide calendar conflict resolution. " Understands the nature of work place issues and escalates to proper authority in a timely manner. " Established, maintains, processes, and updates files, records, certificates, and/or other documents. " Uses good judgment in handling confidential information. " Effectively screens visitors to control interruptions. " Handles ordering office supplies and maintaining office equipment.Administrative - Coordinator'Administrative - Instructional DesignerAdministrative - RFI Writer!Business - Derivatives Consultant*Business - PMO Coordinator (Intermediate) Business - Process Engineer*Finance / Accounting - Investment Analysis8Finance / Accounting - Project/Lead SOP/FAS 157 Projects" Assist with management of the investment accountants for the Charlotte portfolios of the General and Separate Account. " Review Financial Statements & Provide Analytical Review " Assist with staff management " Report productionK" Sharp qualified real estate professional with solid accounting background" Research and analyze TIAA<  contracts to determine if applied contributions are self-remitted or remitted by a plan. " Facilitate the contract split process. " Facilitate and prepare casework as needed. " Prepare and mail standardized letters. " Ability to multi-task - handle multiple assignments simultaneously. " Ability to work in a fast paced team environment " Basic knowledge of Retirement products. " Knowledge of Microsoft Word" Responsible for building and maintaining data base records and accompanying files for WMG acceleration new hire class participants" Experience with data entry and records management " Excellent organizational, communication and interpersonal skills. " Commitment to meeting deadlines. " Experience in Excel, Word, PowerPoint. " Good editing and proofreading skills. x" Provide full-cycle recruiting support for assigned business units " Other recruiting or on-boarding duties, as neededR" Ability to recruit quality candidates effectively in a high volume fast paced environment. " Ability to source, screen, facilitate interviewing processes, negotiate and close offers is key. " Strong computer and internet skills required. " Familiarity with applicant tracking systems required, experience with Taleo would be a plus. " General Recruiting and H/R administrative duties such as answering and returning phone calls, scheduling appointments and meetings, handling confidential material " Support recruiting team with interview process and provide HR administrative support to director" Excellent organizational, communication, and interpersonal skills. " Commitment to meeting deadlines. " Must be extremely organized, detail oriented, and able to multi-task. This " Experience in Excel, Word, PowerPoint " Good editing and proofreading skills " Ability to handle confidential information " Experience with an applicant tracking system such as Taleo would be extremely helpful and is strongly preferred." RN to perform typical duties and assist in the health services clinic. " Treat patients " Provide advice to patients " Help perform diagnostic tests and analyze results " Administer treatment and medicationsz" Caring, sympathetic, responsible, and detail oriented " Knowledge in patients' conditions and overall medical industry" Assist in the preparation and updating of Disclosure Booklets and Supplements by gathering information, drafting and proofreading " Assist in the drafting of contractual agreements, both with our state clients and with outside vendors " Serve as the education savings law liaison on various business area projects " Serve as the primary contact with the business for various state programs and respond to client questions on such programs " Collect information for and review and assist with production of filings such as Form ADV. " Assemble, organize, duplicate and disseminate legal materials as needed " Receive and respond to inquiries from internal and external clients " Research legal and regulatory sources as needed " Experience preparing legal and/or regulatory documents " Knowledge of laws governing securities products (such as the Securities Act, the Securities Exchange Act, the Investment Company Act or the Investment Advisors Act); MSRB and/or FINRA experience a plus " Familiarity using a desktop computer with the full suite of electronic office product applications and electronic legal libraries. " Experience in using Law Library, Lexis or Westlaw and the Internet to perform legal research. ~" Knows TIAA-CREF, culture, values, products and systems, including how to apply the information to client solutions and appropriate strategies " Has training experience " Ability to implement the instructional design process, including: Needs Analysis, Identification of evaluation criteria and instruments, Training programs aligned with learning objectives that achieve learning goals, in an efficient and cost effective manner, Ability to evaluate effectiveness of training programs, excellent communication skills, written and oral, ability to function as membe< r of a team, ability to adapt to multiple and changing priorities :" Strong communication and presentation skills. " Sound product and process knowledge of investment/annuities industry. " Successful background working in a close team environment. " Should have strong understanding of training techniques and tools. " Travel, as needed, to support the Associate training Job DescriptionRequired Skill Sets2" Ability to work effectively with employees and managers " Excellent organizational, communication and interpersonal skills " Strong PC Skills (word processing, spreadsheets, and presentation software) " A calm, friendly and professional demeanor " Ability to create, compose, and edit written materials." Answer phones and/or return phone calls. Screens calls and responds to routine questions utilizing tact and courtesy. " Maintain calendar. " Schedules appointments and meetings per direction of manager. Set up communication links for meetings via teleconference and videoconference. " Make travel arrangements for Executive Director. " Prepare trip files and briefings for trips and meetings. " Prepare memos, reports, expense reports and spreadsheets. " Scans mail, sorts and arranges in priority order and distributes. " Coordinates with and takes some direction from others in the Institute to accomplish routine activities, such as ordering supplies, obtaining approvals, arranging for equipment repair, etc. " Set up, organize, and maintain files as directed. " Track attendance of Institute staff.j" Experience as an executive assistant. " Excellent organizational, communication and interpersonal skills. " Commitment to meeting deadlines. " Experience in Excel, Word, PowerPoint. " A calm, friendly and professional demeanor. " Team player, willingness to assist all staff members in the Institute. " Good editing and proofreading skills. " Reliable. " Supervise resources, establish priorities and train staff as necessary " Resolve operational issues and escalate them as necessary " Responsible for preparing and reviewing documents as necessary within the organization " Answer phones and/or return phone calls. Screens calls and responds to routine questions utilizing tact and courtesy. " Prepare trip files and briefings for trips and meetings. " Prepare memos, reports, expense reports and spreadsheets.-" Strong Interpersonal, verbal, written & communication skills " Ability to interact with tact and professionalism with all levels of the company. " Ability to maintain strict confidentiality. " Advanced skills with presentation software (PowerPoint), PC skills (MS Windows, Word, Excel, Outlook and the Internet). " Skill in organizing resources and establishing priorities. " Knowledge of general accounting principles. " Ability to gather data, information, and prepare reports. " Proven ability to create, compose, and edit written materials. " Ability to supervise and train assigned staff. " Ability to make administrative/procedural decisions and judgments. " Ability to analyze and solve problems " Demonstrated ability to multi-task, prioritize and escalate issues to the proper authority when necessary." To provide a variety of operational or routine office work related services in support of the organization, e.g., Mail Services, Document Imaging, Records Management, and Customer Information specializations " Support corporate goal of offering stellar service to internal / external customers, ensuring that work processes meet the highest TIAA-CREF standards of productivity, quality, accuracy, turnaround, and cost efficiency. D" Experience working in the mailroom of a large corporation. Knowledge of expedited mail and United States Postal Service mail processing. " Work with accuracy and attention to detail " Ability to follow verbal and written instructions. " Practical knowledge of all Microsoft applications. " Data entry skills to type mailing/shipping information into the Accountable Mail system " Ability to lift and carry boxes weighing up to 50 lbs. and ability to use hand trucks, pallet jacks to move heavier items. " Experience using h<@igh speed mailing systems is a plus. Handles in-bound telephone service calls to: " Analyze account data and information from a variety of systems and other resources in order to inform customers about their account status. Perform on-line account transactions to affect a wide range of policy changes and fulfill customer requests. Ensures accuracy and timeliness of on-line transactions. " Identify service needs and explain available alternatives. Resolve misunderstandings customers may have about TIAA-CREF products and services. Assure customer satisfaction. " Identify opportunities during service contact. Refer customers to Sales Consultants. " Inform customers about availability of automated telephone and web-based services. Explain correct usage of alternative services " Well developed customer service skills and excellent oral and written communication skills. " Ability to create free form letters to explain complex issues. " Requires phone facilitation skills, including setting expectations and managing outcome. Strong analytical and organizational abilities in a multi-task environment. " Ability to meet production and quality requirements according to corporate standards. " Strong understanding and experience in financial industry preferredtHandles in-bound telephone service calls to: " Analyze account data and information from a variety of systems and other resources in order to inform customers about their account status. Perform on-line account transactions to affect a wide range of policy changes and fulfill customer requests. Ensures accuracy and timeliness of on-line transactions. " Identify service needs and explain available alternatives. Resolve misunderstandings customers may have about TIAA-CREF products and services. Assure customer satisfaction. " Identify opportunities during service contact. Refer customers to Sales Consultants. " Inform customers about availability of automated telephone and web-based services. 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