Trust OfficerLocation: 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 servicesDevelop and implement trust and estate plans based on client needs and goalsCoordinate with attorneys, accountants, and other professionals to ensure effective estate planningOversee the investment and management of trust assetsPrepare and file tax returns related to trust and estate administrationReview and interpret legal documents related to trusts and estatesProvide guidance and support to beneficiaries and fiduciariesQualifications:At least 3 years of experience in trust and estate administrationKnowledge of trust and estate planning strategies and techniquesStrong analytical and problem-solving skillsExcellent communication and interpersonal skillsAbility to work independently and as part of a teamDetail-oriented with strong organizational skillsProficient in Microsoft Office and other relevant software applicationsWhy 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.
Trust Officer in anchorage at Unknown Company
This position is listed as full time and onsite.