Administrative Assistant

Peak Trust Company•Anchorage, AK

21d•Onsite

About The Position

The Fiduciary Assistant supports Fiduciary Officers and other team members while helping maintain Peak Trust Company's standards for fiduciary service, prompt communication, and expert guidance. The role is entry-level friendly and is based in the office in Anchorage, Alaska. It reports to the Fiduciary Team Manager. The assistant communicates with clients, attorneys, and colleagues by phone and email; maintains accurate and timely client-account documents in Appx and the vault; and helps facilitate account openings under the guidance of the Fiduciary Team Manager and Fiduciary Officer. The role also involves developing knowledge of trust fundamentals, using discretion to determine when to act independently or seek guidance, and contributing to a respectful, collaborative team environment.

Requirements

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.
Demonstrated ability to exercise discretion and judgment.
Commitment to maintaining high ethical standards.
Genuine passion for delivering excellent client service.

Nice To Haves

Basic understanding of trust principles.

Responsibilities

Communicate professionally and promptly with internal and external contacts by phone and email.
File client-account documents accurately and promptly in Appx and the vault.
Respond accurately to client and attorney inquiries received by phone and email.
Facilitate the account-opening process (bucket process) without errors under the guidance of the Fiduciary Team Manager and Fiduciary Officer.
Develop a strong foundation in trust fundamentals.
Use sound judgment to decide when to act independently and when to seek guidance from the Fiduciary Officer.
Communicate openly and respectfully with colleagues and support the best interests of the team.
Help create a safe, collaborative environment that encourages team members to share ideas.