Administrative Assistant

About the Role

Join Peak Trust Company as a Fiduciary Assistant in Anchorage, AK. This full-time, in-office role is crucial for maintaining Peak's reputation for excellence in fiduciary services. You will provide essential support to Fiduciary Officers and team members, ensuring prompt service and expert guidance.

Key Responsibilities

• Communication Excellence: Ensure professional and timely communication, both internally and externally, via phone and email.
• Document Management: Maintain high accuracy and timeliness in filing documents within Appx and the vault for client accounts.
• Client and Attorney Support: Provide 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.
• Team Collaboration: Foster open and respectful communication with colleagues, actively supporting team interests.
• Innovation: Create a safe and collaborative environment that encourages idea sharing.

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.