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Peak Trust Company · 23 hours ago

Fiduciary Assistant

Anchorage, AK

Full-time

Onsite

New Grad, Entry Level

Peak Trust Company is an independent trust company committed to maintaining high standards of integrity and exceptional customer service. As a Fiduciary Assistant, you will support Fiduciary Officers and team members, ensuring effective communication and accurate document management while fostering a collaborative team environment.

Financial Services

Responsibilities

Ensure professional and timely communication, both internally and externally, through phone and email

Maintain a high level of accuracy and timeliness in filing documents within Appx and the vault for client accounts

Deliver accurate responses to client and attorney inquiries received via phone and email

Facilitate the account opening process (bucket process) error-free, under the guidance of the Fiduciary Team Manager and Fiduciary Officer

Develop a strong foundation in trust fundamentals

Exercise sound judgment in determining when to take independent action and when to seek guidance from the Fiduciary Officer

Foster open and respectful communication with colleagues, actively supporting the best interests of the team

Create a safe and collaborative environment that encourages the sharing of ideas among team members

Qualification

Written communicationVerbal communicationTrust principlesAttention to detailTeam collaborationDiscretionJudgmentClient serviceAdaptability

Required

Entry-level candidates are welcome

Strong written and verbal communication skills

Exceptional attention to detail

Ability to work effectively in a team-oriented environment

Eagerness to learn and adapt in a fast-paced fiduciary setting

Demonstrated ability to exercise discretion and judgment

Commitment to maintaining the highest ethical standards

Genuine passion for delivering top-notch client service

Preferred

Basic understanding of trust principles is a plus

Benefits

Competitive benefits package

Company

Peak Trust Company

Peak Trust Company is specialize in providing superior trust administration for trusts established pursuant

Founded in 1997

Anchorage, Alaska, USA

11-50 employees

https://www.peaktrust.com/

Funding

Current Stage

Early Stage

Leadership Team

Douglas Blattmachr

President & CEO

Abigail O'Connor

Chief Fiduciary Officer

Recent News

PR Newswire

Peak Trust Company Deepens Commitment to University of Alaska's Ted Stevens Legislative Internship Program with Third Consecutive Donation

2025-03-03

PR Newswire

Peak Trust Management Certificate Program to Welcome Inaugural Class

2025-02-06

PRNewswire

Peak Trust Company names Abigail O'Connor as Chief Fiduciary Officer

2024-04-04

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