Fiduciary Assistant - In-Office Client Support

Peak Trust Company; Las Vegas (NV); On-site; USD 42,000 - 56,000; Full time

Job summary

Peak Trust Company is seeking a Fiduciary Assistant in Las Vegas, NV, to support Fiduciary Officers and the team in delivering prompt, expert fiduciary service. This full-time, in-office role emphasizes professional communications, meticulous document handling, and responsive client and attorney support.

You will learn trust fundamentals, exercise discretion, and collaborate to maintain Peak’s high standards of integrity and service excellence in a fast-paced environment.

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 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 with clients and internal teams via phone and email.
• Maintain accuracy and timeliness in filing documents within Appx and the vault for client accounts.
• Provide accurate responses to client and attorney inquiries received via phone and email.
• Facilitate the account opening process (bucket process) under guidance of the Fiduciary Team Manager and Fiduciary Officer.
• Develop a strong foundation in trust fundamentals.
• Exercise sound judgment on when to act independently or seek guidance from the Fiduciary Officer.
• Collaborate openly with colleagues to support the best interests of the team.
• Foster a safe, collaborative environment encouraging the sharing of ideas.

Skills

Communication skills

Attention to detail

Team player

Willingness to learn

Discretion & judgment

Ethical standards

Client service mindset

Job description

Peak Trust Company is seeking a Fiduciary Assistant in Las Vegas, NV, to support Fiduciary Officers and the team in delivering prompt, expert fiduciary service. This full-time, in-office role emphasizes professional communications, meticulous document handling, and responsive client and attorney support.

You will learn trust fundamentals, exercise discretion, and collaborate to maintain Peak’s high standards of integrity and service excellence in a fast-paced environment.