Administrative Assistant

Peak-Trust-Company; Anchorage (AK); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Competitive benefits package

Job summary

Peak Trust Company is seeking a detail-oriented Fiduciary Assistant to join our Anchorage team. This entry-level role focuses on accurate administration, organization, and client support, working closely with Fiduciary Officers to move tasks forward efficiently.

You will maintain client records, assist with account openings and closures, and communicate professionally with clients, attorneys, and internal teams while learning trust administration foundations for growth.

Qualifications

• Entry-level opportunity; prior fiduciary experience not required.

Responsibilities

• Provide administrative and account support to Fiduciary Officers and team members to move client needs forward.
• Maintain accurate and organized client records and documentation in company systems.
• Assist with opening, ongoing administration, and closing of client accounts by gathering documents and coordinating next steps.
• Communicate professionally with clients, attorneys, advisors, and internal teams; coordinate routine requests and documentation.
• Collaborate with Operations and other departments to ensure tasks are completed accurately and timely.
• Handle assigned responsibilities with strong follow-through and escalate when needed.

Skills

Attention to detail

Communication skills

Multitasking

Proactive problem solving

Judgment and discretion

Learning new systems

Team collaboration

Client service mindset

Professionalism

Job description

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

• 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.

What We're Looking For

• 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.

Prior experience in trust administration, financial services, banking, legal services, or professional administrative support is helpful but not required. We are willing to train the right person.

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.