Trust Officer
1 week ago
We are seeking a highly skilled Trust Officer to join our team at Peak Trust Company. As a Trust Officer, you will be responsible for delivering trust and administration services to our clients, collaborating with referral partners, and managing client relationships.
Key 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
Requirements:
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 commitment revolves around upholding the utmost standards of integrity, fostering a collaborative teamwork environment, and providing exceptional customer service. We believe that our team is our most valuable asset and strive to cultivate a culture that attracts top-tier talent. We offer a competitive benefits package designed to support our team members in achieving a healthy work-life balance.
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Trust Officer
3 weeks ago
Anchorage, Alaska, United States Peak Trust Company Full timeJob Title: Trust OfficerWe are seeking a highly skilled and detail-oriented Trust Officer to join our team at Peak Trust Company. As a Trust Officer, you will play a crucial role in delivering exceptional trust and administration services to our clients, while collaborating with our referral partners to ensure seamless service delivery.Key...
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Trust Officer
1 month ago
Anchorage, Alaska, United States Peak Trust Company Full timeJob Summary:We are seeking a highly skilled Trust Officer to join our team at Peak Trust Company. As a Trust Officer, you will be responsible for delivering trust and administration services to our clients, collaborating with referral partners, and assuming the crucial responsibility of managing client relationships and providing trust and estate...
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