Trust Officer
On-siteAnchorage, Alaska, United States
Job Summary
Manage client relationships and provide trust and estate administration services while developing and implementing trust and estate plans based on client needs. Coordinate with attorneys, accountants, and other professionals to ensure effective estate planning, oversee investment and management of trust assets, and prepare and file tax returns. Review and interpret legal documents related to trusts and estates, providing guidance and support to beneficiaries and fiduciaries. This role requires at least three years of experience in trust and estate administration and proficiency in Microsoft Office. Join Peak Trust Company, where relationships are at the heart of everything we do with our clients, partners, and team.
Required 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
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