Administrative Assistant
Peak Trust Company
About this role
Join Peak Trust Company as an Administrative Assistant to support fiduciary operations, facilitate communication, manage document filing, and assist with client and attorney inquiries. The role involves learning trust fundamentals, exercising judgment, and fostering team collaboration in a fast-paced fiduciary environment.
Skills
About Peak Trust Company
peaktrust.comPeak Trust is a fiduciary services firm that provides trust administration, custodial retirement accounts, and estate- and wealth-transfer solutions for individuals, families, advisors, and institutions. Their offerings include trust formation and trustee services, IRA custody and administration, and support for holding a broad range of assets (including real estate and private investments) under a single trust structure. Peak Trust emphasizes experienced fiduciaries, regulatory compliance, and personalized service supported by digital account-management tools to help clients preserve and transition wealth.
About Peak Trust Company
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Peak Trust Company.
Salary
$42k – $58k
per year
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