The Role
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.
Summary Generated by Built In
Fiduciary Collections Specialist
Location: Anchorage, AK
Department: Fiduciary
Type: Full-Time, In Office
Overview
Do you take pride in following through and keeping things on track?
Are you someone who communicates clearly, holds expectations, and ensures work is completed consistently?
Peak Trust Company is seeking a Fiduciary Collections Specialist to support the ongoing management of fiduciary account billing and ensure consistency in how payment expectations are maintained across the firm.
This role plays an important part in keeping fiduciary administration running smoothly. You will work closely with fiduciary officers, finance, and operations to ensure accounts remain current, communication is consistent, and accounts that are no longer aligned are transitioned appropriately.
Success in this role comes from consistency, organization, and the ability to follow through—ensuring that expectations are clear and outcomes are completed.
What You’ll Do
• Monitor fiduciary fee aging reports and identify accounts requiring follow-up
• Communicate with clients and authorized representatives regarding account balances
• Maintain consistent follow-up to ensure accounts remain current
• Partner with fiduciary officers to determine next steps for accounts that fall outside expectations
• Coordinate payment collection and confirm receipt of funds
• Support the transition and closure of accounts when appropriate
• Maintain clear documentation of communication and account status
• Work cross-functionally to ensure accounts are managed consistently and efficiently
What Success Looks Like
• Accounts are actively managed and remain current
• Communication around billing is clear, consistent, and professional
• Follow-up is timely and reliable
• Accounts that are no longer aligned are addressed promptly
• Fiduciary teams are supported by a consistent and structured process
• Work is completed with minimal escalation or disruption
What You Bring
• Comfort having clear, professional conversations around expectations
• Strong follow-through—you complete what you start
• Organization and attention to detail
• Ability to remain steady and professional in all interactions
• Collaborative mindset and ability to work across teams
Experience in financial services, banking, trust administration, or accounts receivable is helpful but not required.
Why Join Peak?
At Peak Trust Company, relationships are at the heart of everything we do, with our clients, our partners, and our team. You’ll join a collaborative, driven organization that values steady contribution, professionalism, and integrity. We are looking for people who take pride in representing our firm through consistent, thoughtful engagement rather than the spotlight.
EEO Statement:
Peak provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.
In addition to federal law requirements, Peak complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
Peak expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Employment at Peak Trust Company is at-will. An at-will employment relationship can be terminated at any time, with or without reason or notice by either the employer or the employee.
Ready to Grow With Us?
If you take pride in staying organized, following through, and bringing consistency to your work, we’d love to hear from you. Apply today and help support the systems that keep Peak running strong.
Location: Anchorage, AK
Department: Fiduciary
Type: Full-Time, In Office
Overview
Do you take pride in following through and keeping things on track?
Are you someone who communicates clearly, holds expectations, and ensures work is completed consistently?
Peak Trust Company is seeking a Fiduciary Collections Specialist to support the ongoing management of fiduciary account billing and ensure consistency in how payment expectations are maintained across the firm.
This role plays an important part in keeping fiduciary administration running smoothly. You will work closely with fiduciary officers, finance, and operations to ensure accounts remain current, communication is consistent, and accounts that are no longer aligned are transitioned appropriately.
Success in this role comes from consistency, organization, and the ability to follow through—ensuring that expectations are clear and outcomes are completed.
What You’ll Do
• Monitor fiduciary fee aging reports and identify accounts requiring follow-up
• Communicate with clients and authorized representatives regarding account balances
• Maintain consistent follow-up to ensure accounts remain current
• Partner with fiduciary officers to determine next steps for accounts that fall outside expectations
• Coordinate payment collection and confirm receipt of funds
• Support the transition and closure of accounts when appropriate
• Maintain clear documentation of communication and account status
• Work cross-functionally to ensure accounts are managed consistently and efficiently
What Success Looks Like
• Accounts are actively managed and remain current
• Communication around billing is clear, consistent, and professional
• Follow-up is timely and reliable
• Accounts that are no longer aligned are addressed promptly
• Fiduciary teams are supported by a consistent and structured process
• Work is completed with minimal escalation or disruption
What You Bring
• Comfort having clear, professional conversations around expectations
• Strong follow-through—you complete what you start
• Organization and attention to detail
• Ability to remain steady and professional in all interactions
• Collaborative mindset and ability to work across teams
Experience in financial services, banking, trust administration, or accounts receivable is helpful but not required.
Why Join Peak?
At Peak Trust Company, relationships are at the heart of everything we do, with our clients, our partners, and our team. You’ll join a collaborative, driven organization that values steady contribution, professionalism, and integrity. We are looking for people who take pride in representing our firm through consistent, thoughtful engagement rather than the spotlight.
EEO Statement:
Peak provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.
In addition to federal law requirements, Peak complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
Peak expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Employment at Peak Trust Company is at-will. An at-will employment relationship can be terminated at any time, with or without reason or notice by either the employer or the employee.
Ready to Grow With Us?
If you take pride in staying organized, following through, and bringing consistency to your work, we’d love to hear from you. Apply today and help support the systems that keep Peak running strong.
Skills Required
- Clear, professional communication about billing and expectations
- Strong follow-through and ability to complete tasks reliably
- Organization and attention to detail
- Ability to remain steady and professional in interactions
- Collaborative mindset and ability to work across teams
- Experience in financial services, banking, trust administration, or accounts receivable
Am I A Good Fit?
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
Success! Refresh the page to see how your skills align with this role.
The Company
What We Do
Peak Trust Company, serves estate planners looking for a professional corporate trustee, who want reliable and accessible expertise to help them with their client’s complex trust plans. Peak Trust Company offers the experience and sophistication to help you quickly and accurately establish trusts, backed by easy-to-use trust administration. Unlike traditional banks and trust companies, at Peak Trust Company, your trust is our core business. This enables us to provide a highly customized delivery process tailored to your specific needs and an unbundled service structure; providing everything you need but only what you want. Peak Trust Company serves as trustee of trusts nationwide, specializing in administration for trusts pursuant to Alaska, Nevada, and Delaware law.
