Trust Officer
Peak Trust Company · Anchorage, AK · 2 wk ago
On-siteSalesFull-time
Responsibilities
- Manage client relationships and provide trust and estate administration services
- Develop and implement trust and estate plans based on client needs and goals
- Cook up 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
Requirements
- 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