Fiduciary Assistant: Client Service & Admin Support

Peak Trust Company; Anchorage, Northern (AK, KY); Hybrid; USD 40,000 - 52,000; Full time

Job summary

Peak Trust Company in Anchorage, AK is seeking a Fiduciary Assistant to support Fiduciary Officers and team members with prompt, expert guidance. You will handle communications, document management, and client interactions to ensure smooth fiduciary operations.

This entry-level role emphasizes attention to detail, ethical standards, and teamwork, with on-site collaboration in a fast-paced fiduciary environment.

Qualifications

• Entry-level candidates are welcome.
• Strong written and verbal communication.
• Exceptional attention to detail.
• Ability to work effectively in a team.
• Eagerness to learn and adapt in fiduciary setting.
• Basic understanding of trust principles is a plus.
• Demonstrated discretion and judgment.
• Commitment to the highest ethical standards.
• Genuine passion for delivering top-notch client service.

Responsibilities

• Communicate professionally and timely via phone and email.
• Maintain accurate document filing within Appx and vault.
• Respond to client and attorney inquiries via phone and email.
• Assist with the account opening process under guidance.
• Develop a solid foundation in fiduciary fundamentals.
• Exercise sound judgment and seek guidance as needed.
• Collaborate openly with colleagues to support the team.
• Foster a safe, collaborative environment for idea sharing.

Skills

Communication skills

Attention to detail

Team player

Discretion and judgment

Ethical standards

Willingness to learn

Job description

Peak Trust Company in Anchorage, AK is seeking a Fiduciary Assistant to support Fiduciary Officers and team members with prompt, expert guidance. You will handle communications, document management, and client interactions to ensure smooth fiduciary operations.

This entry-level role emphasizes attention to detail, ethical standards, and teamwork, with on-site collaboration in a fast-paced fiduciary environment.