Fiduciary Assistant

Peak Trust Company • Anchorage, AK

5d • Onsite

About The Position

Join our team as a Fiduciary Assistant and play a pivotal role in maintaining Peak's reputation for excellence in fiduciary services. As a Fiduciary Assistant, you will provide crucial support to Fiduciary Officers and other team members while upholding our commitment to prompt service and expert guidance.

Requirements

• Entry-level candidates are 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.
• Demonstrated ability to exercise discretion and judgment.
• Commitment to maintaining the highest ethical standards.
• Genuine passion for delivering top-notch client service.

Nice To Haves

• Basic understanding of trust principles is a plus.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed