The Role
The Operations Assistant will support the Operations team with banking tasks, reconcile financial records, generate statements, and assist clients, while identifying process efficiencies.
Summary Generated by Built In
Operations Assistant
Location: Anchorage, Alaska
Reports to: Chief Fiduciary Operations Manager
Employment Type: Full-time, in office, not a remote position
Overview:
We’re looking for an enthusiastic, professional Operations Assistant to join our team! As an Operations Assistant you’ll play a crucial role supporting the Operations team with many different banking back-office tasks. The Operations Assistant will also routinely work in collaboration with Fiduciary Assistants and others on the Fiduciary Administration team during the course of a normal day. The perfect candidate will be accurate, precise, detail-oriented, proactive, engaged, professional with strong interpersonal skills and have the ability to prioritize and use sound judgement. Job seekers should take pride in their work, be passionate about helping others, and have an interest in growing with our organization.
Key Responsibilities:
Why Work For Peak Trust Company:
We are an independent trust company dedicated to the well-being of our team members. Our commitment revolves around upholding the utmost standards of integrity, fostering a collaborative teamwork environment, and providing exceptional customer service. At the heart of our business lies our belief that our team is our most valuable asset.
Our pursuit is to cultivate and sustain a culture that attracts top-tier talent, individuals who exemplify the core values at the foundation of Peak. We understand that investing in the continuous education and personal growth of our team is paramount, as it fuels our collective success.
We acknowledge the significance of a healthy work-life balance in nurturing high-performing teams. In light of this, we offer a competitive benefits package designed to support our team members in achieving this balance.
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.
How To Apply:
Submit your application and resume to apply to this job.
Location: Anchorage, Alaska
Reports to: Chief Fiduciary Operations Manager
Employment Type: Full-time, in office, not a remote position
Overview:
We’re looking for an enthusiastic, professional Operations Assistant to join our team! As an Operations Assistant you’ll play a crucial role supporting the Operations team with many different banking back-office tasks. The Operations Assistant will also routinely work in collaboration with Fiduciary Assistants and others on the Fiduciary Administration team during the course of a normal day. The perfect candidate will be accurate, precise, detail-oriented, proactive, engaged, professional with strong interpersonal skills and have the ability to prioritize and use sound judgement. Job seekers should take pride in their work, be passionate about helping others, and have an interest in growing with our organization.
Key Responsibilities:
- Open accounts on back office system, and maintain assets in client accounts accurately and in a timely manner.
- Conduct daily reconciliation to ensure accuracy and completeness of financial records.
- Generate and process client statements within the expected timeline.
- Assist clients with online access support.
- Support the entire team with a comprehensive understanding of fiduciary accounting systems.
- Identify and implement efficiencies in daily processes to enhance productivity.
- Communicate professionally and considerately with internal and external contacts.
- Participate in projects and ongoing improvements for the Operations department.
- 2+ years of experience in financial services, operations, or a related field.
- Understanding of accounting systems and principles such as income and principal.
- Attention to detail and accuracy in record-keeping.
- Proficiency in Microsoft Office Suite, particularly Excel.
- Ability to work independently and collaboratively in a fast-paced environment.
- Strong communication skills, both written and verbal.
- Ability to prioritize tasks and meet deadlines effectively.
Why Work For Peak Trust Company:
We are an independent trust company dedicated to the well-being of our team members. Our commitment revolves around upholding the utmost standards of integrity, fostering a collaborative teamwork environment, and providing exceptional customer service. At the heart of our business lies our belief that our team is our most valuable asset.
Our pursuit is to cultivate and sustain a culture that attracts top-tier talent, individuals who exemplify the core values at the foundation of Peak. We understand that investing in the continuous education and personal growth of our team is paramount, as it fuels our collective success.
We acknowledge the significance of a healthy work-life balance in nurturing high-performing teams. In light of this, we offer a competitive benefits package designed to support our team members in achieving this balance.
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.
How To Apply:
Submit your application and resume to apply to this job.
Skills Required
- 2+ years of experience in financial services, operations, or a related field
- Understanding of accounting systems and principles such as income and principal
- Attention to detail and accuracy in record-keeping
- Proficiency in Microsoft Office Suite, particularly Excel
- Ability to work independently and collaboratively in a fast-paced environment
- Strong communication skills, both written and verbal
- Ability to prioritize tasks and meet deadlines effectively
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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.
