Teams at Peak Trust Company

Manage fiduciary account billing by monitoring aging reports, communicating with clients/representatives, coordinating payments, supporting account transitions/closures, documenting account status, and partnering with fiduciary officers and cross-functional teams to keep accounts current and consistent.

Provide administrative and account support to Fiduciary Officers: maintain organized client records, assist with opening/ongoing/closing account tasks, coordinate documentation, communicate with clients and advisors, collaborate with Operations, manage multiple priorities, and support team projects while learning trust administration.

Support the Compliance Program through monitoring, audit support, regulatory reporting, policy maintenance, documentation tracking, risk identification, and training coordination across teams to ensure regulatory adherence.