Peak Trust Company

Trust Officer

Anchorage, AK - Full Time

Trust Officer
Location: Anchorage, AK
Reports to: Fiduciary Team Manager
Employment Type: Full-time, in office

Overview:
We are actively seeking a driven and professional Trust Officer to become a valuable member of our team. In this role, you will assume the crucial responsibility of delivering trust and administration services to our clients as well as collaborating with our referral partners. The ideal candidate for this position possesses a keen eye for detail, a proactive attitude, exceptional professionalism, strong interpersonal capabilities, and the ability to make well-informed decisions while prioritizing tasks effectively.
We value individuals who take pride in their work, are genuinely dedicated to assisting others, and are eager to foster their career within our organization. If you are passionate about these qualities and seek to contribute to our team's success, we encourage you to apply for this role.

Responsibilities:
Manage client relationships and provide trust and estate administration services
Develop and implement trust and estate plans based on client needs and goals
Coordinate with attorneys, accountants, and other professionals to ensure effective estate planning
Oversee the investment and management of trust assets
Prepare and file tax returns related to trust and estate administration
Review and interpret legal documents related to trusts and estates
Provide guidance and support to beneficiaries and fiduciaries

Qualifications:
At least 3 years of experience in trust and estate administration
Knowledge of trust and estate planning strategies and techniques
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Ability to work independently and as part of a team
Detail-oriented with strong organizational skills
Proficient in Microsoft Office and other relevant software applications

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 to apply for this job.
 
Apply: Trust Officer
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Applicant's Certification and Agreement

I certify that the information provided in this employment application is true and complete to the best of my knowledge. I authorize Peak Trust Company to verify the information provided and to obtain references regarding my work performance, including employment history, education, and other relevant information, as permitted by law. I release Peak Trust Company and all persons or entities providing such information from any liability that may result from furnishing or using this information in making an employment decision.

I understand that any false statements, misrepresentations, or omissions may result in disqualification from employment or, if employed, immediate dismissal.

If hired, I agree to abide by all policies and rules of Peak Trust Company. I understand that nothing said during the hiring process or contained in company policies constitutes an implied employment contract. I understand that employment with Peak Trust Company is at-will, meaning either I or the Company may terminate employment at any time, with or without notice or cause, unless otherwise required by law. I further understand that no one has authority to alter this at-will relationship unless in a written agreement signed by the Company’s CEO or authorized representative.

This application is valid for 45 days. To be considered for employment after this period, I must submit a new application.*
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