Fiduciary Assistant: Client Support & Docs

Peak-Trust-Company; Anchorage (AK); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Competitive benefits package

Job summary

Peak Trust Company is seeking a Fiduciary Assistant in Anchorage, AK to support Fiduciary Officers and the team. The role emphasizes professional communication, precise document handling, and client/attorney inquiries management.

Entry-level candidates are welcome; strong attention to detail and teamwork are essential. You will learn fiduciary fundamentals, exercise sound judgment, and uphold high ethical standards while delivering top-notch client service.

Qualifications

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

Responsibilities

• Communication Excellence: Ensure professional and timely communication, both internally and externally, through phone and email.
• Document Management: Maintain a high level of accuracy and timeliness in filing documents within Appx and the vault for client accounts.
• Client and Attorney Support: Deliver accurate responses to client and attorney inquiries received via phone and email.
• Account Opening: Facilitate the account opening process (bucket process) error-free, under the guidance of the Fiduciary Team Manager and Fiduciary Officer.
• Trust Basics: Develop a strong foundation in trust fundamentals.
• Decision-Making: Exercise sound judgment in determining when to take independent action and when to seek guidance from the Fiduciary Officer.
• Team Collaboration: Foster open and respectful communication with colleagues, actively supporting the best interests of the team.
• Innovation: Create a safe and collaborative environment that encourages the sharing of ideas among team members.

Skills

Communication

Attention to detail

Teamwork

Willingness to learn

Discretion and judgment

Ethical standards

Client service

Job description

Peak Trust Company is seeking a Fiduciary Assistant in Anchorage, AK to support Fiduciary Officers and the team. The role emphasizes professional communication, precise document handling, and client/attorney inquiries management.

Entry-level candidates are welcome; strong attention to detail and teamwork are essential. You will learn fiduciary fundamentals, exercise sound judgment, and uphold high ethical standards while delivering top-notch client service.