Operations Coordinator (Planned Giving)

Redwood City, California
Salary + 15% annual discretionary bonus + strong benefits
Sep 17, 2020
Oct 17, 2020
Job Function
Industry Sector
Asset Management
Employment Type
Full Time


TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.  For more information about TIAA, 


As an Asset Transfer Coordinator, you will be responsible for supporting TIAA Kaspick’s investment management and client relationship processes by owning the asset transfer process for new and transitioning clients and new gift activity, as well as providing analytical support for the portfolio management team.


Responsible for the planning and execution of asset transfer plans for new and transitioning clients and new gift activity

  • Opportunity to work across broad level of stakeholders (i.e., externally – clients and custodians, internally – investments, trading, transition team, client teams)
  • Prepare and present detailed written asset transfer to clients
  • Coordinate plan execution and manage associated deliverables across multiple internal departments, custodians, and clients
  • Execute the transfer of assets and funds between client accounts
  • Monitor and communicate asset transfer status and tracking relative to the plan and manage stakeholder expectations
  • Interact with other team members and make recommendations on complex transfer matters
  • Act as a facilitator for communications between the custodian, the client, and internal departments regarding asset transfers
  • Troubleshoot and resolve asset transfer related issues
  • Provide oversight of portfolio cash levels for meeting scheduled liabilities
  • Conduct portfolio deviation analyses and research
  • Prepare portfolio reviews and researches discrepancies
  • Serve as a voting member of the Investment Committee
  • Participate in process improvement initiatives within the department and company   




  • Bachelor’s Degree
  • 1-3 years’ experience and/or exposure with portfolio accounting software systems 
  • Exposure to investment operations (i.e., securities and asset transfer methods)

Desired Skills:


  • Desire to grow career within a diversified financial services company
  • Experience with Advent APX experience preferred
  • Familiarity with charitable asset and/or endowment management preferred
  • Strong oral and written communications skills and client interaction skills
  • High attention to detail and ability to meet deadlines (i.e., comfort and experience working with numbers, processing large amounts of journal entries accurately)
  • Successful experience working in a team-oriented, collaborative environment     

LOCATION:  Redwood City/Redwood Shores, CA (in-market candidates desired, no relocation support provided).

Equal Employment Opportunity is not just the law, it’s our commitment. Read more about the Equal Employment Opportunity Law.  If you need assistance applying due to being visually or hearing impaired, please email Careers Help.  We are an Equal Opportunity/Affirmative Action Employer. We will consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.