The Role
The Accounts Receivable Specialist ensures effective management of fiduciary account billing, communicates with clients on outstanding balances, coordinates collections, and maintains clear documentation to support internal teams.
Summary Generated by Built In
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 an Accounts Receivable 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
What Success Looks Like
What You Bring
Experience in accounts receivable, billing, banking, financial services, or client account management 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 individuals who take pride in consistency, reliability, and thoughtful engagement in their work.
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.
Are you someone who communicates clearly, holds expectations, and ensures work is completed consistently?
Peak Trust Company is seeking an Accounts Receivable 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 account balances and aging reports to identify follow-up needs
- Communicate with clients and authorized representatives regarding outstanding balances
- Maintain consistent, professional follow-up to keep accounts current
- Partner with internal teams to determine next steps when accounts fall outside expectations
- Coordinate payment collection and confirm receipt of funds
- Support account transitions or closures when appropriate
- Maintain clear and accurate 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 is clear, consistent, and professional
- Follow-up is timely, reliable, and complete
- Issues are addressed proactively with minimal escalation
- Internal teams are supported by a structured and dependable process
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 accounts receivable, billing, banking, financial services, or client account management 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 individuals who take pride in consistency, reliability, and thoughtful engagement in their work.
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.
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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.
