Trust Administration Assistant jobs in Anchorage, AK
Trust Administration Assistant supports Trust Estate Officers in servicing accounts and responding to customer requests. Processes sales and purchases of securities and other investment related transactions. Being a Trust Administration Assistant tracks confirmations, audits transactions according to policy. Researches and resolves any issues. Additionally, Trust Administration Assistant may require an associate degree. Typically reports to a supervisor. The Trust Administration Assistant works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Trust Administration Assistant typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
Recently Added Trust Administration Assistant jobs
Trust Officer
- Peak Trust Company
-
Anchorage, AK
FULL_TIME
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Trust Officer
Location: Anchorage, Alaska
Reports to: Fiduciary Team Manager
Employment Type: Full-time, in office
Overview:
We are actively seeking a driven and professional Trust Officer to become a valuable member of our team. In this role, you will assume the crucial responsibility of delivering trust and administration services to our clients as well as collaborating with our referral partners. The ideal candidate for this position possesses a keen eye for detail, a proactive attitude, exceptional professionalism, strong interpersonal capabilities, and the ability to make well-informed decisions while prioritizing tasks effectively.
We value individuals who take pride in their work, are genuinely dedicated to assisting others, and are eager to foster their career within our organization. If you are passionate about these qualities and seek to contribute to our team's success, we encourage you to apply for this role.
Responsibilities:- Manage client relationships and provide trust and estate administration services
- Develop and implement trust and estate plans based on client needs and goals
- Coordinate 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
- 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
Why Work For Peak Trust Company:
We are an independent trust company deeply dedicated to the well-being of our team members. Our unwavering 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 relentless 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.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Employment at Peak Trust Company is at-will. An at-will employment relationship can be terminated at any time, with or without reason or notice by either the employer or the employee.
How To Apply:
Submit your application and resume by applying to this job.
- 6 Days Ago
Operations Assistant
- Peak Trust Company
-
Anchorage, AK
FULL_TIME
- Operations AssistantLocation: Anchorage, AlaskaReports to: Chief Fiduciary Operations ManagerEmployment Type: Full-time, in officeOverview:We’re looking for an enthusiastic, professional Operations As...
- 6 Days Ago
Fiduciary Assistant
- Peak Trust Company
-
Anchorage, AK
FULL_TIME
- Fiduciary AssistantLocation: Anchorage, AKReports to: Fiduciary Team ManagerEmployment Type: Full-time, in officeOverview:Join our team as a Fiduciary Assistant and play a pivotal role in maintaining ...
- 6 Days Ago
Trust Tax Officer
- Peak Trust Company
-
Anchorage, AK
FULL_TIME
- Trust Tax ManagerLocation: Anchorage, AlaskaReports to: Trust Tax ManagerEmployment Type: Full-time, in officeOverview:Peak Trust Company is seeking a skilled and experienced Trust Tax Manager to over...
- 6 Days Ago
Assistant Sales and Administration Associate
- Denali Distribution LLC
-
Anchorage, AK
FULL_TIME
- DescriptionThe Whaler Casino Supply is a well-established distributor of charitable gaming supplies located inAnchorage, Alaska. We are seeking an energetic, positive personality to join our team as a...
- Just Posted
Security Assistant
- US Veterans Health Administration
-
Anchorage, AK
FULL_TIME
- Duties Responsible for coordinating radio and telephonic communications during both normal and emergency operations Conducts alarm audits and equipment inventories; completes records and other logs Pr...
- 26 Days Ago
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0 Trust Administration Assistant jobs found in Anchorage, AK area
Medical Administrative Assistant
- TGB3
-
Anchorage, AK
- Job Description Job Description TGB3 is seeking to contract an Administrative Assistant to assist practitioners in perfo...
- 4/25/2024 12:00:00 AM
Administrative Assistant
- Advanced Diagnostics, Inc.
-
Anchorage, AK
- Job Description Job Description We are seeking an Administrative Assistant to join our team! You will perform clerical a...
- 4/24/2024 12:00:00 AM
Cardiac Device Administrative Assistant
- ALASKA HEART INSTITUTE
-
Anchorage, AK
- Job Description Job Description JOB TITLE: Cardiac Device Admin Assistant DEPARTMENT: Electrophysiology GENERAL SUMMARY ...
- 4/24/2024 12:00:00 AM
Medical Office Clerk
- Sterling Medical Corp
-
Anchorage, AK
- Job Description Job Description Sterling Medical is currently looking for Medical Office Clerks for JB Elmendorf-Richard...
- 4/23/2024 12:00:00 AM
Administrative Assistant Elementary
- Alaska Teacher Placement
-
Anchorage, AK
- Position Type: Other/Administrative Assistant Elementary Date Posted: 3/27/2024 Location: TAKU ELEMENTARY District: Anch...
- 4/22/2024 12:00:00 AM
Administrative Support I, II, III - VNPCC Cafe
- SCF
-
Wasilla, AK
- The Southcentral Foundation (SCF) Administrative Support is responsible for a variety of office support in the areas of ...
- 4/22/2024 12:00:00 AM
Legal Administrative Assistant
- Meshke Paddock & Budzinski, PC
-
Anchorage, AK
- Job Description Job Description Are you efficient, organized, and interested in the legal world? Do you share our values...
- 4/21/2024 12:00:00 AM
Executive Administrative Assistant
- Calista Corporation
-
Anchorage, AK
- Calista Corporation Regular JOB SUMMARY The Executive Administrative Assistant is responsible for providing a high level...
- 4/21/2024 12:00:00 AM
About Anchorage, Alaska
Anchorage (officially called the Municipality of Anchorage; Dena'ina: Dgheyaytnu) is a unified home rule municipality in the U.S. state of Alaska. With an estimated 298,192 residents in 2016, it is Alaska's most populous city and contains more than 40 percent of the state's total population; among the 50 states, only New York has a higher percentage of residents who live in its most populous city. All together, the Anchorage metropolitan area, which combines Anchorage with the neighboring Matanuska-Susitna Borough, had a population of 401,635 in 2016, which accounts for more than half of the s...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administration Assistant jobs
$50,867 to $64,842
Anchorage, Alaska area prices
were up 2.8% from a year ago
were up 2.8% from a year ago
What does a Trust Administration Assistant do?
Trust Administration Assistant in Boise, ID
Since that time, rapid progress towards improvement has been realised due to the commitment of the staff team and Senior Leadership Team.The Trust wishes to appoint an experienced administrator to join the Trust's dynamic administration team.
December 05, 2019
Trust Administration Assistant in Monterey, CA
Working as part of the wider Trust Finance Department, this is a great opportunity to join an experienced and supportive department.
February 20, 2020
Trust Administration Assistant in Lompoc, CA
Background to the Stephen Lawrence Charitable Trust.
February 09, 2020