Fiduciary Billing & Collections Specialist

Peak-Trust-Company; Anchorage (AK); On-site; USD 55,000 - 70,000; Full time

Job summary

Peak Trust Company is seeking a Fiduciary Collections Specialist to manage fiduciary account billing and ensure consistent payment expectations across the firm. The role collaborates with fiduciary officers, finance, and operations to keep accounts current and aligned with firm standards.

The position emphasizes clear communication, thorough follow-through, and organized processes to transition accounts when necessary, ensuring minimal disruption and strong documentation of interactions.

Qualifications

• Ability to maintain clear, professional conversations around expectations.
• Strong follow-through and ability to complete what you start.
• Excellent organization and attention to detail.
• Collaborative mindset and ability to work across teams.
• Experience in financial services, banking, trust administration, or accounts receivable is helpful but not required.

Responsibilities

• Monitor fiduciary fee aging reports and identify accounts requiring follow-up.
• Communicate with clients and authorized representatives regarding account balances.
• Maintain consistent follow-up to ensure accounts remain current.
• Partner with fiduciary officers to determine next steps for accounts that fall outside expectations.
• Coordinate payment collection and confirm receipt of funds.
• Support the transition and closure of accounts when appropriate.
• Maintain clear documentation of communication and account status.
• Work cross-functionally to ensure accounts are managed consistently and efficiently.

Job description

Peak Trust Company is seeking a Fiduciary Collections Specialist to manage fiduciary account billing and ensure consistent payment expectations across the firm. The role collaborates with fiduciary officers, finance, and operations to keep accounts current and aligned with firm standards.

The position emphasizes clear communication, thorough follow-through, and organized processes to transition accounts when necessary, ensuring minimal disruption and strong documentation of interactions.