Operations Assistant- NV

About the role

We’re looking for an enthusiastic, professional Operations Assistant to join our team! As an Operations Assistant you’ll play a crucial role supporting the Operations team with many different banking back-office tasks. The Operations Assistant will also routinely work in collaboration with Fiduciary Assistants and others on the Fiduciary Administration team during the course of a normal day. The perfect candidate will be accurate, precise, detail-oriented, proactive, engaged, professional with strong interpersonal skills and have the ability to prioritize and use sound judgement. Job seekers should take pride in their work, be passionate about helping others, and have an interest in growing with our organization.

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.

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.

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.

Benefits

We offer a competitive benefits package designed to support our team members in achieving a healthy work-life balance.

Pay

Compensation is commensurate with experience.

Schedule

The position is full-time, in-office, and not a remote position.

Contact Information

To apply, submit your application and resume to apply@peaktrustcompany.com.

Are you currently located within a commutable distance of our Office Location, or are you willing to relocate prior to starting employment?