
Posted a month ago
Distribution Analyst
TIAADistribution Analyst
Requirements
Bachelor's Degree preferred, Strong organizational skills, Excellent written and verbal communication, Proficiency in Excel, Salesforce experience preferred
Skills
SalesforceExcelCRM
About the role
Responsibilities
- Schedule in-person and virtual appointments for sales teams through proactive calls to clients and prospects
- Manage sales team calendars, travel routes, and focus lists to ensure high appointment volume
- Support sales teams with expense report management, including review and submission to Finance
- Process check requests for meeting reimbursements and charitable contributions
- Maintain and update meeting notes and client information within Salesforce CRM
- Coordinate conference calls, compliance reviews, and weekly marketing packets
- Perform data entry tasks in Excel, such as managing CUSIPs, par amounts, or mutual fund tickers
Requirements
- Bachelor's Degree preferred
- Strong organizational and time management skills
- Excellent written and verbal communication skills for client engagement
- Proficiency in Microsoft Excel
- Ability to work collaboratively in a team-oriented environment
Preferred Qualifications
- 2+ years of professional work experience
- Previous experience in Financial Services
- Experience using Salesforce CRM
- Interest in obtaining SIE, Series 7, and Series 66 licenses
Benefits
- Comprehensive Total Rewards package
- Superior retirement program
- Competitive health, wellness, and work-life offerings
About the Company
TIAA is a market-leading retirement company fueled by world-class asset management. For more than 100 years, TIAA has delivered financial security for millions of people, originally founded to help educators retire with dignity.
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TIAA · Charlotte
