The Role
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.
Summary Generated by Built In
Fiduciary Assistant
Location: Anchorage, AK
Employment Type: Full-Time, In Office
Reports To: Fiduciary Team Manager
Overview
Peak Trust Company is looking for a detail-oriented, dependable, and proactive Fiduciary Assistant to join our team. This is an entry-level opportunity for someone who enjoys staying organized, supporting others, and learning new things while managing a variety of responsibilities.
As a Fiduciary Assistant, you will work closely with Fiduciary Officers and other team members to support the day-to-day administration of client accounts. You do not need prior trust experience—we are looking for someone who is eager to learn, takes pride in doing things accurately, communicates well, and knows how to keep work moving forward.
This role provides an opportunity to develop a strong foundation in trust administration while gaining experience that can lead to continued growth within Peak.
What You’ll Do
What Success Looks Like
You are someone the team can depend on to keep things organized, follow through, and communicate when something needs attention. You take ownership of your responsibilities without needing constant direction while recognizing when a decision needs to be escalated.
As you grow in the role, you will develop a foundational understanding of trusts, fiduciary administration, and the systems and processes used to support our clients.
Why Join Peak?
At Peak Trust Company, relationships are at the heart of everything we do—with our clients, our partners, and our team. We believe our people are our most valuable asset and are committed to creating an environment where employees can learn, contribute, and continue to grow professionally.
We value integrity, collaboration, thoughtful communication, and people who take pride in how they show up for their team and our clients. We also recognize the importance of work-life balance and offer a competitive benefits package designed to support our employees.
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, genetics, or any other status protected by applicable law.
Peak complies with applicable federal, state, and local laws governing nondiscrimination in employment. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position.
Employment at Peak Trust Company is at-will. An at-will employment relationship may 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're organized, dependable, eager to learn, and enjoy being part of a collaborative team, we'd love to hear from you. Submit your application and resume to be considered.
Location: Anchorage, AK
Employment Type: Full-Time, In Office
Reports To: Fiduciary Team Manager
Overview
Peak Trust Company is looking for a detail-oriented, dependable, and proactive Fiduciary Assistant to join our team. This is an entry-level opportunity for someone who enjoys staying organized, supporting others, and learning new things while managing a variety of responsibilities.
As a Fiduciary Assistant, you will work closely with Fiduciary Officers and other team members to support the day-to-day administration of client accounts. You do not need prior trust experience—we are looking for someone who is eager to learn, takes pride in doing things accurately, communicates well, and knows how to keep work moving forward.
This role provides an opportunity to develop a strong foundation in trust administration while gaining experience that can lead to continued growth within Peak.
What You’ll Do
- Provide administrative and account support to Fiduciary Officers and other team members, helping keep day-to-day client needs and requests moving forward.
- Maintain accurate and organized client records, documentation, correspondence, and account information within company systems.
- Support the opening, ongoing administration, and closing of client accounts by gathering documentation, completing administrative tasks, and coordinating next steps.
- Communicate professionally with clients, attorneys, advisors, and internal teams while coordinating routine requests, follow-up, and documentation needs.
- Work collaboratively with Operations and other departments to ensure account-related tasks and requests are completed accurately and timely.
- Manage assigned responsibilities with strong follow-through, recognize when additional guidance is needed, and provide support on team projects and priorities as needed.
- Strong organization and attention to detail.
- Professional written and verbal communication skills.
- Ability to manage multiple priorities and follow tasks through to completion.
- A proactive approach to identifying what needs to be done and taking appropriate action.
- Sound judgment and willingness to ask questions or seek guidance when needed.
- Ability to learn new systems, processes, and terminology.
- Collaborative mindset and willingness to support the team where needed.
- Professionalism and discretion when handling confidential information.
- Genuine interest in providing excellent service to clients and coworkers.
What Success Looks Like
You are someone the team can depend on to keep things organized, follow through, and communicate when something needs attention. You take ownership of your responsibilities without needing constant direction while recognizing when a decision needs to be escalated.
As you grow in the role, you will develop a foundational understanding of trusts, fiduciary administration, and the systems and processes used to support our clients.
Why Join Peak?
At Peak Trust Company, relationships are at the heart of everything we do—with our clients, our partners, and our team. We believe our people are our most valuable asset and are committed to creating an environment where employees can learn, contribute, and continue to grow professionally.
We value integrity, collaboration, thoughtful communication, and people who take pride in how they show up for their team and our clients. We also recognize the importance of work-life balance and offer a competitive benefits package designed to support our employees.
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, genetics, or any other status protected by applicable law.
Peak complies with applicable federal, state, and local laws governing nondiscrimination in employment. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position.
Employment at Peak Trust Company is at-will. An at-will employment relationship may 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're organized, dependable, eager to learn, and enjoy being part of a collaborative team, we'd love to hear from you. Submit your application and resume to be considered.
Skills Required
- Strong organization and attention to detail
- Professional written and verbal communication skills
- Ability to manage multiple priorities and follow tasks through to completion
- Proactive approach to identifying tasks and taking appropriate action
- Sound judgment and willingness to ask questions or seek guidance
- Ability to learn new systems, processes, and terminology
- Collaborative mindset and willingness to support the team
- Professionalism and discretion when handling confidential information
- Genuine interest in providing excellent service to clients and coworkers
- Prior experience in trust administration, financial services, banking, legal services, or professional administrative support
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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.
