Teams 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.