Jobs at Peak Trust Company

Manage the full accounts receivable cycle, including invoicing, payment processing, balance monitoring, collections, reconciliations, discrepancy research, and financial recordkeeping. Communicate professionally with clients about balances and payment expectations, collaborate with Finance and Fiduciary teams to resolve issues, support reporting, and improve receivables processes. The role requires strong organization, attention to detail, follow-through, financial accuracy, judgment, and independent problem-solving.

Provides administrative and client-service support to fiduciary officers by managing communications, account documents, vault filings, account openings, and client or attorney inquiries. The role requires careful attention to detail, sound judgment, ethical conduct, teamwork, and willingness to learn trust fundamentals in a fast-paced, in-office environment.