Trust Administration Assistant jobs in Alaska

Trust Administration Assistant supports Trust Estate Officers in servicing accounts and responding to customer requests. Processes sales and purchases of securities and other investment related transactions. Being a Trust Administration Assistant tracks confirmations, audits transactions according to policy. Researches and resolves any issues. Additionally, Trust Administration Assistant may require an associate degree. Typically reports to a supervisor. The Trust Administration Assistant works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Trust Administration Assistant typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)

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Trust Officer
  • Peak Trust Company
  • Anchorage, AK FULL_TIME
  • Location: Anchorage, Alaska

    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 Work For Peak Trust Company:

    We are an independent trust company deeply dedicated to the well-being of our team members. 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.

    We acknowledge the significance of a healthy work-life balance in nurturing high-performing teams. In light of this, we offer a competitive benefits package designed to support our team members in achieving this balance.

    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.

    How To Apply:

    Submit your application and resume by applying to this job.

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  • 9 Days Ago

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Operations Assistant
  • Peak Trust Company
  • Anchorage, AK FULL_TIME
  • Operations AssistantLocation: Anchorage, AlaskaReports to: Chief Fiduciary Operations ManagerEmployment Type: Full-time, in officeOverview:We’re looking for an enthusiastic, professional Operations As...
  • 21 Days Ago

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Assistant operation
  • Peak Trust Company
  • Anchorage, AK FULL_TIME
  • Operations Assistant Location : Anchorage, Alaska Reports to : Chief Fiduciary Operations Manager Employment Type : Full-time, in office Overview : We’re looking for an enthusiastic, professional Oper...
  • 25 Days Ago

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Security Assistant
  • US Veterans Health Administration
  • Anchorage, AK FULL_TIME
  • Duties Responsible for coordinating radio and telephonic communications during both normal and emergency operations Conducts alarm audits and equipment inventories; completes records and other logs Pr...
  • 1 Day Ago

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Legal Assistant
  • Social Security Administration
  • Anchorage, AK PART_TIME
  • SummaryThis position is located in the Anchorage Hearing Office at 188 W. Northern Lights Blvd. Ste 610, Anchorage, AK 99503. NOTE: This position is being filled on a full-time, permanent basis. One o...
  • 20 Days Ago

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Security Assistant (Dispatcher)
  • Veterans Health Administration
  • Anchorage, AK FULL_TIME
  • This position serves as the Security Assistant (Dispatcher) for Police Service Anchorage, Alaska within the Veterans Health Administration (VHA) with a primary purpose to monitor physical security equ...
  • 5 Days Ago

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Clerical Administrative Assistant
  • Grundy/Kendall HR Consortium
  • Yorkville, IL
  • Position Type: Secretarial/Clerical/Secretary Date Posted: 4/24/2024 Location: Yorkville Intermediate School Date Availa...
  • 6/11/2024 12:00:00 AM

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Clerical Administrative Assistant
  • New York City, NY
  • New York, NY
  • Under supervision, performs clerical and related work with limited latitude for independent judgment: we are seeking an ...
  • 6/11/2024 12:00:00 AM

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Admin Clerical- Administrative Assistant
  • Pioneer Data Systems
  • Peapack, NJ
  • Position Details: Our client, a world-leading Pharmaceutical Company in Peapack, NJ is currently looking for an Administ...
  • 6/11/2024 12:00:00 AM

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Admin-Clerical - Administrative Assistant
  • Pioneer Data Systems
  • Collegeville, PA
  • Position Details: Our client, a world-leading Pharmaceutical Company in Collegeville, PA is currently looking for a Admi...
  • 6/11/2024 12:00:00 AM

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General Administrative Assistant
  • Florida National University
  • Hialeah, FL
  • Florida National University - Local applicants only. Onsite. English language fluence required (speak, write, read). Spa...
  • 6/11/2024 12:00:00 AM

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General Administrative Assistant
  • Florida National University-Main Campus
  • Hialeah, FL
  • Helps maintain an efficient office environment. This position will provide administrative, secretarial and clerical supp...
  • 6/11/2024 12:00:00 AM

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Administrative Assistant (Administrative Support III)
  • Johnson County (KS)
  • Olathe, KS
  • Overview A career with Johnson County Government is more than just a job, it is an opportunity to serve a diverse and ex...
  • 6/7/2024 12:00:00 AM

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General Administrative Assistant
  • Highway Machine Co Gears
  • Princeton, IN
  • HMC Gears is seeking employees with exceptional organizational skills, who pay attention to details, and have a natural ...
  • 6/7/2024 12:00:00 AM

Alaska is the northernmost and westernmost state in the United States and has the most easterly longitude in the United States because the Aleutian Islands extend into the Eastern Hemisphere. Alaska is the only non-contiguous U.S. state on continental North America; about 500 miles (800 km) of British Columbia (Canada) separates Alaska from Washington. It is technically part of the continental U.S., but is sometimes not included in colloquial use; Alaska is not part of the contiguous U.S., often called "the Lower 48". The capital city, Juneau, is situated on the mainland of the North American ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administration Assistant jobs
$50,498 to $64,369

Trust Administration Assistant in Worcester, MA
Volunteering for the Wilberforce Trust gives; a chance to meet new people; to develop new skills; gain experience and knowledge; to be respected and valued for your involvement; the satisfaction of helping others; and valuable use of your spare time.
February 06, 2020
Trust Administration Assistant in Norfolk, VA
The Trust is committed to safeguarding children and successful candidates will be subject to an Enhanced DBS check.
February 17, 2020
Trust Administration Assistant in Altus, OK
Ensure that the trust account set-up and on-going administration of all fiduciary accounts is in full compliance with all applicable statutes and regulations.
November 27, 2019