Fiduciary Support Associate

Peak Trust Company; Anchorage (AK); On-site; USD 42,000 - 54,000; Full time

Job summary

Peak Trust Company in Anchorage, AK, is seeking a Fiduciary Assistant to support Fiduciary Officers and team members, ensuring timely service and expert guidance. This in-office, full-time role emphasizes accuracy, discretion, and collaborative client service in a fiduciary setting.

Key duties include professional communication, document management in Appx, client and attorney inquiries, and assisting with account openings under supervision. Entry-level candidates welcome.

Qualifications

• 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

Team player

Eagerness to learn

Discretion

Ethical standards

Client service

Judgment

Job description

Peak Trust Company in Anchorage, AK, is seeking a Fiduciary Assistant to support Fiduciary Officers and team members, ensuring timely service and expert guidance. This in-office, full-time role emphasizes accuracy, discretion, and collaborative client service in a fiduciary setting.

Key duties include professional communication, document management in Appx, client and attorney inquiries, and assisting with account openings under supervision. Entry-level candidates welcome.