Jobs at Peak Trust Company

Coordinate onboarding logistics and workspace readiness, support employee experience and office culture, manage office operations, vendors, facilities, and front desk, and partner with HR leadership on workplace initiatives and projects.

Coordinate and execute conferences, client events, sponsorships, and marketing activities. Manage registrations, travel logistics, vendors, collateral, marketing calendars, CRM data, and event reporting while supporting internal teams and business development efforts.

Coordinate logistics for conferences, client events, sponsorships, and marketing campaigns. Manage registrations, travel, vendors, materials, timelines, CRM data, and reporting. Support collateral production, campaign execution, and cross-team communication to ensure events and marketing projects run smoothly and on schedule.

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

As an Operations Assistant, you will support the Operations team with banking back-office tasks, manage client account operations, conduct reconciliations, assist with client support, and enhance operational efficiencies.

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.