Accounts Receivable Specialist

About the role

Peak Trust Company is seeking an Accounts Receivable Specialist to support the ongoing management of fiduciary account billing and ensure consistency in how payment expectations are maintained across the firm.

Responsibilities

• Monitor account balances and aging reports to identify follow-up needs
• Communicate with clients and authorized representatives regarding outstanding balances
• Maintain consistent, professional follow-up to keep accounts current
• Partner with internal teams to determine next steps when accounts fall outside expectations
• Cook up payment collection and confirm receipt of funds
• Support account transitions or closures when appropriate
• Maintain clear and accurate documentation of communication and account status
• Work cross-functionally to ensure accounts are managed consistently and efficiently

Requirements

• Comfort having clear, professional conversations around expectations
• Strong follow-through—you complete what you start
• Organization and attention to detail
• Able to remain steady and professional in all interactions
• Collaborative mindset and ability to work across teams

Qualifications

• No specific experience in accounts receivable, billing, banking, financial services, or client account management is required

Skills

• Clear communication skills
• Attention to detail
• Organizational skills
• Professional demeanor
• Teamwork and collaboration

Benefits

Not specified

Pay

Not specified

Schedule

Not specified