Fiduciary Administrative Assistant - Entry Level

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

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.