TIAA-Teachers Insurance and Annuity Association

333 Wacker Drive, 333 W Wacker Dr, Chicago, IL 60606, USA
Full-TimeDepends on ExperienceEntry LevelAssociate
Job Description

The Consulting Services Associate will enhance the advisor relationship by working in tandem with the internal and external sales team. Review expense reports for accuracy and submit with all receipts to accounting Calendar Management. Assist outside sales team in scheduling meetings and accurate updates to calendar. Confirm existing meetings and the compliance requirements. Assist with local Corporate Sponsored Events; follow-up with invitations and monitor distribution of tickets. Order literature for upcoming meetings or as a follow-up to Financial Advisor meetings. Compile and distribute weekly marketing packet for the outside sales team General administrative needs for the outside sales team including: Coordinate and facilitate conference calls, compliance reviews, update weekly marketing packets, update meeting notes in systems and calendar, update spreadsheets and performance reports.

Where is this job?
This job is located at 333 Wacker Drive, 333 W Wacker Dr, Chicago, IL 60606, USA
Job Qualifications
  • Familiar with investment strategies and concepts

  • Financial services experience is preferred

  • Ability to interact and collaborate with outside sales representative, inside sales representative and product teams

Required Skills
  • Customer Relationship Management

  • Time Management

  • Record Keeping Skills

  • Expense reporting skills

Soft Skills
  • Process Improvement

  • Verbal communication

  • written communication

  • Detail Oriented and Organized

Compensation

According to JobzMall, the average salary range for a Consulting Services Associate in 333 Wacker Drive, 333 W Wacker Dr, Chicago, IL 60606, USA is between $53,000 and $60,000 per year. The salary range may vary depending on the company, experience, and other factors.

Additional Information
TIAA-Teachers Insurance and Annuity Association is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedDecember 13th, 2021
Apply BeforeMay 22nd, 2025
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About TIAA-Teachers Insurance and Annuity Association

The Teachers Insurance and Annuity Association of America-College Retirement Equities Fund, is a Fortune 100 financial services organization that is the leading provider of financial services in the academic, research, medical, cultural and governmental fields.

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