FULL-TIME ADMINISTRATIVE PROFESSIONAL

Employment Type: Full-time, in office

Join our team as a Fiduciary Assistant and play a pivotal role in maintaining Peak's reputation for excellence in fiduciary services. Communication Excellence: Ensure professional and timely communication, both internally and externally, through phone and email.

Document Management: Maintain a high level of accuracy and timeliness in filing documents within Appx and the vault for client accounts.

Deliver accurate responses to client and attorney inquiries received via phone and email.

Account Opening: Facilitate the account opening process (bucket process) error-free, under the guidance of the Fiduciary Team Manager and Fiduciary Officer.

Trust Basics: Develop a strong foundation in trust fundamentals.

Entry-level candidates are welcome.

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.

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.

Submit your application and resume by applying to this job.