Jobs at Peak Trust Company

Provide administrative support to Fiduciary Officers: manage communications, accurately file documents in Appx and the vault, assist with account opening, respond to client and attorney inquiries, and collaborate with the team while learning trust fundamentals and exercising discretion.

Provide administrative and document-management support to Fiduciary Officers, handling client and attorney communications, facilitating account openings, maintaining records in Appx and the vault, and exercising discretion while collaborating with the team.

The Operations Assistant will support the Operations team with banking tasks, reconcile financial records, generate statements, and assist clients, while identifying process efficiencies.

Support investment management by monitoring portfolio allocations and cash, preparing performance reporting and analytics, reconciling discrepancies, maintaining investment systems, coordinating model updates, assisting liquidity and cash flow analysis, and improving/documenting processes while collaborating with CIO and internal teams.

Coordinate and track internal and external audits, maintain compliance trackers and audit-ready documentation, support policy updates and regulatory filings, collaborate across teams to close gaps, identify compliance risks, support training tracking, and improve compliance processes to ensure timely remediation and accountability.

Support day-to-day investment operations by monitoring allocations and cash, preparing performance reporting and analytics, reconciling portfolios, maintaining investment systems, coordinating model updates, and assisting with liquidity analysis and special projects while ensuring data integrity and cross-department collaboration.

Manage fiduciary account billing by monitoring balances and aging, communicating with clients and authorized representatives, coordinating payments, documenting account status, and partnering with internal teams to resolve or transition accounts to keep receivables current and processes consistent.