What are the responsibilities and job description for the Transaction Service Specialist position at Peak Trust Company?
Transaction Service Specialist
Location: Anchorage, Alaska
Reports to: Chief Fiduciary Operations Manager
Employment Type: Full-time, in office
Overview:
Peak Trust Company is seeking a highly motivated and detail-oriented Transaction Service Specialist to join our team. The successful candidate will collaborate closely with both the Fiduciary and Operations departments to ensure seamless client account maintenance and money movement.
Key Responsibilities:
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 to this job.
Location: Anchorage, Alaska
Reports to: Chief Fiduciary Operations Manager
Employment Type: Full-time, in office
Overview:
Peak Trust Company is seeking a highly motivated and detail-oriented Transaction Service Specialist to join our team. The successful candidate will collaborate closely with both the Fiduciary and Operations departments to ensure seamless client account maintenance and money movement.
Key Responsibilities:
- Process trades, disbursements, and asset maintenance in client accounts accurately and in a timely manner.
- Conduct daily reconciliation to ensure accuracy and completeness of financial records.
- Record fees and other client transactions, making documentation accessible to the team promptly.
- Generate and process client statements within the expected timeline.
- 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.
- 2 years of experience in financial services, operations, or a related field.
- Strong understanding of fiduciary accounting systems and principles such as income and principal.
- Excellent 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.
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 to this job.
