Operations Assistant

Key Responsibilities

• Open accounts on back office system, and maintain assets in client accounts accurately and in a timely manner
• Conduct daily reconciliation to ensure accuracy and completeness of financial records
• Generate and process client statements within the expected timeline
• Absorb and assist clients with online access support
• Support the entire team with a comprehensive understanding of fiduciary accounting systems
• Identify and implement efficiencies in daily processes to enhance productivity
• Communicate professionally and considerately with internal and external contacts
• Participate in projects and ongoing improvements for the Operations department

Qualifications

• 2+ years of experience in financial services, operations, or a related field
• Understanding of accounting systems and principles such as income and principal
• Attention to detail and accuracy in record-keeping
• Proficiency in Microsoft Office Suite, particularly Excel
• Ability to work independently and collaboratively in a fast-paced environment
• Strong communication skills, both written and verbal
• Ability to prioritize tasks and meet deadlines effectively

Why Work For Peak Trust Company

We are an independent trust company 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. At the heart of our business lies our belief that our team is our most valuable asset. Our 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.

How To Apply

Submit your application and resume to apply to this job.