Teams at Peak Trust Company

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.

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.