Fiduciary Collections Specialist
About The Position
Peak Trust Company is seeking a Fiduciary Collections Specialist to support the ongoing management of fiduciary account billing and ensure consistency in how payment expectations are maintained across the firm. This role plays an important part in keeping fiduciary administration running smoothly. You will work closely with fiduciary officers, finance, and operations to ensure accounts remain current, communication is consistent, and accounts that are no longer aligned are transitioned appropriately. Success in this role comes from consistency, organization, and the ability to follow through—ensuring that expectations are clear and outcomes are completed.
Requirements
- Comfort having clear, professional conversations around expectations
- Strong follow-through—you complete what you start
- Organization and attention to detail
- Ability to remain steady and professional in all interactions
- Collaborative mindset and ability to work across teams
Nice To Haves
- Experience in financial services, banking, trust administration, or accounts receivable is preferred 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
11-50 employees
