Teams at Peak Trust Company

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.