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.
Proficiency in Microsoft Office and other relevant software applications.
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.
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 Join Peak? At Peak Trust Company, relationships are at the heart of everything we do, with our clients, our partners, and our team. You’ll join a collaborative, driven organization that values consistency, professionalism, and doing things the right way. We look for individuals who take pride in reliable, high-quality work and thoughtful engagement with their team.
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.
Ready to Grow With Us? If you’re looking for a role where your attention to detail and commitment to doing things the right way truly matter, we’d love to hear from you. Please submit your application along with your resume.