Peak Trust Company
The Fiduciary Assistant role at Peak Trust Company provides crucial support to Fiduciary Officers and team members, ensuring prompt service and expert guidance in fiduciary services. The position involves maintaining accurate document management, facilitating error-free account openings, and delivering professional communication to clients and attorneys. This full-time, in-office role requires strong attention to detail, discretion, and a commitment to ethical standards and client service.
Headquarters
Anchorage, Alaska, United States
Company Size
11-50 employees
Founded
1997
Peak Trust Company is a corporate trustee and trust administration firm specializing in trusts governed under Alaska and Nevada law, serving attorneys, families, and financial advisors. The company offers a broad range of trust services including directed trusts, asset protection trusts, self-directed IRAs, irrevocable life insurance trusts, dynasty trusts, and generation-skipping trusts, among others. Peak Trust emphasizes experienced fiduciary officers, jurisdiction-specific expertise, and a streamlined trust-opening process to help clients with sophisticated estate planning and wealth transfer.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for Peak Trust Company.