Overview: 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. 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.
Qualifications: 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. 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.
Why Work For Peak Trust Company: We are an independent trust company deeply dedicated to the well-being of our team members. Our unwavering commitment revolves around upholding the utmost standards of integrity, fostering a collaborative teamwork environment, and providing exceptional customer service. At the heart of our business lies our belief that our team is our most valuable asset. Our relentless pursuit is to cultivate and sustain a culture that attracts top-tier talent, individuals who exemplify the core values at the foundation of Peak. We understand that investing in the continuous education and personal growth of our team is paramount, as it fuels our collective success. We acknowledge the significance of a healthy work-life balance in nurturing high-performing teams. In light of this, we offer a competitive benefits package designed to support our team members in achieving this balance. EEO Statement: Peak provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Peak complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. Peak expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Employment at Peak Trust Company is at-will. An at-will employment relationship can be terminated at any time, with or without reason or notice by either the employer or the employee. How to Apply: Submit your application and resume by applying to this job.
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