Trust Assistant

Company: Peak Trust Company
Location: Anchorage
Posted on: January 11, 2022

Job Description:

Summary of the Position
We're looking for an enthusiastic, professional Trust Assistant to join our team! As a Trust Assistant, you'll play a crucial role in supporting trust officers with all aspects of administering trusts in accordance with the trust document and applicable law. The perfect candidate will be detail-driven, result-oriented, proactive, highly professional with strong interpersonal skills, and have the ability to prioritize and use sound judgment. Job seekers should take pride in their work, be passionate about helping others, and have an interest in growing with our organization. A Trust Assistant should have a desire to eventually grow into an Associate Trust Officer or a Trust Officer role after progressing through on-the-job training and development.

Skills and Qualifications Requirements
Full-time availability.
Our office hours are 7AM to 4PM, Monday through Friday. This job is an in-office position.
Proficiency with Microsoft Office.
(Word, Excel, Outlook, PowerPoint)
Excellent verbal and written communication skills.
The ability to communicate effectively is critical to serve our clients and their professional advisors, as well as to work effectively as a part of our team. To us effective communication is: professional, clear, prompt, accurate, and grammatically correct.
Willingness to take on responsibility and make sound decisions.
Trust assistants play an important role in helping Trust Officers administer trusts in accordance with the terms of the trust and applicable law.
Self-motivation and advanced level problem-solving skills.
Trust assistants must be proficient at driving tasks forward successfully with limited guidance.
Sensitivity to confidentiality.
Must maintain strict confidentiality of all records and data received and produced.
Attention to detail.
We take pride in providing our clients with prompt and accurate responses. Trust assistants must be thorough and able to keep track of many details accurately.
Ability to provide and accept feedback.
We strive to foster a culture of continuous growth and improvement. This empowers us to continuously provide our best service to our clients and for our team.
Trust, Accounting, Legal and/or Paralegal experience is a plus.
Related experience and professional degrees are desired, but not required. We are more interested in finding someone who seeks a long-term position, has a positive attitude, and desires to grow with the company.
A prospective candidate must be physically present in the job location, Anchorage, Alaska.
Peak Trust Company will not make an offer of employment to any individual who is not physically located in the job location. Peak Trust Company does not offer relocation assistance.

Our Mission Statement
"To execute our client's vision, protect their wealth, and preserve their legacy"

What Are Peak Trust Company's Lines of Business?
Peak Trust Company ("Peak") serves as a professional fiduciary for trusts, provides both trust and non-trust investment management services, and offers custodial services for various types of accounts, including IRAs.

Why Work for Peak Trust Company?
We are an independent trust company that cares about its people. We are committed to the highest levels of integrity, teamwork, and customer service. We believe the most important element of our business is our team. We strive to create and maintain a culture that attracts high-performers who personify Peak's values. The organization is committed to investing in continuing education and personal growth opportunities. We recognize that a healthy work-life balance is important for high-performing teams. Knowing this, we offer an attractive benefits package.

Working Conditions and Physical Requirements
This is an in-office position. The in-person availability and accessibility of this role is critical to the smooth operations of trust administration at Peak Trust Company. Peak's office environment is a non-confined setting in which employees are free to move about at will. Smoking is not allowed in the building.

The successful applicant for this position will operate any or all of the following: telephone, copy and fax machines, scanners, computers, and printers.
Reasonable accommodation 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.

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.

How To Apply
Submit your application and resume by applying to this job on LinkedIn
Complete the following survey: https://assessment.predictiveindex.com/bo/26HQ/TrustAssistant (You must complete the survey for the application process to move forward.)
(Optional) Submit your cover letter to kbaldridge@peaktrust.com

Keywords: Peak Trust Company, Anchorage , Trust Assistant, Other , Anchorage, Alaska