What are the responsibilities and job description for the Fiduciary Collections Specialist position at Peak Trust Company?
Do you take pride in following through and keeping things on track?
Are you someone who communicates clearly, holds expectations, and ensures work is completed consistently?
Peak Trust Company is seeking a Fiduciary Collections Specialist to support the ongoing management of fiduciary account billing and ensure consistency in how payment expectations are maintained across the firm.
This role plays an important part in keeping fiduciary administration running smoothly. You will work closely with fiduciary officers, finance, and operations to ensure accounts remain current, communication is consistent, and accounts that are no longer aligned are transitioned appropriately.
Success in this role comes from consistency, organization, and the ability to follow through—ensuring that expectations are clear and outcomes are completed.
What You’ll Do
• Monitor fiduciary fee aging reports and identify accounts requiring follow-up
• Communicate with clients and authorized representatives regarding account balances
• Maintain consistent follow-up to ensure accounts remain current
• Partner with fiduciary officers to determine next steps for accounts that fall outside expectations
• Coordinate payment collection and confirm receipt of funds
• Support the transition and closure of accounts when appropriate
• Maintain clear documentation of communication and account status
• Work cross-functionally to ensure accounts are managed consistently and efficiently
What Success Looks Like
• Accounts are actively managed and remain current
• Communication around billing is clear, consistent, and professional
• Follow-up is timely and reliable
• Accounts that are no longer aligned are addressed promptly
• Fiduciary teams are supported by a consistent and structured process
• Work is completed with minimal escalation or disruption
What You Bring
• Comfort having clear, professional conversations around expectations
• Strong follow-through—you complete what you start
• Organization and attention to detail
• Ability to remain steady and professional in all interactions
• Collaborative mindset and ability to work across teams
Experience in financial services, banking, trust administration, or accounts receivable is preferred but not required.
Why Join Peak?
At Peak Trust Company, relationships are at the heart of everything we do, with our clients, our partners, and our team. You’ll join a collaborative, driven organization that values steady contribution, professionalism, and integrity. We are looking for people who take pride in representing our firm through consistent, thoughtful engagement rather than the spotlight.
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.
Ready to Grow With Us?
If you take pride in staying organized, following through, and bringing consistency to your work, we’d love to hear from you. Apply today and help support the systems that keep Peak running strong.
Are you someone who communicates clearly, holds expectations, and ensures work is completed consistently?
Peak Trust Company is seeking a Fiduciary Collections Specialist to support the ongoing management of fiduciary account billing and ensure consistency in how payment expectations are maintained across the firm.
This role plays an important part in keeping fiduciary administration running smoothly. You will work closely with fiduciary officers, finance, and operations to ensure accounts remain current, communication is consistent, and accounts that are no longer aligned are transitioned appropriately.
Success in this role comes from consistency, organization, and the ability to follow through—ensuring that expectations are clear and outcomes are completed.
What You’ll Do
• Monitor fiduciary fee aging reports and identify accounts requiring follow-up
• Communicate with clients and authorized representatives regarding account balances
• Maintain consistent follow-up to ensure accounts remain current
• Partner with fiduciary officers to determine next steps for accounts that fall outside expectations
• Coordinate payment collection and confirm receipt of funds
• Support the transition and closure of accounts when appropriate
• Maintain clear documentation of communication and account status
• Work cross-functionally to ensure accounts are managed consistently and efficiently
What Success Looks Like
• Accounts are actively managed and remain current
• Communication around billing is clear, consistent, and professional
• Follow-up is timely and reliable
• Accounts that are no longer aligned are addressed promptly
• Fiduciary teams are supported by a consistent and structured process
• Work is completed with minimal escalation or disruption
What You Bring
• Comfort having clear, professional conversations around expectations
• Strong follow-through—you complete what you start
• Organization and attention to detail
• Ability to remain steady and professional in all interactions
• Collaborative mindset and ability to work across teams
Experience in financial services, banking, trust administration, or accounts receivable is preferred but not required.
Why Join Peak?
At Peak Trust Company, relationships are at the heart of everything we do, with our clients, our partners, and our team. You’ll join a collaborative, driven organization that values steady contribution, professionalism, and integrity. We are looking for people who take pride in representing our firm through consistent, thoughtful engagement rather than the spotlight.
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.
Ready to Grow With Us?
If you take pride in staying organized, following through, and bringing consistency to your work, we’d love to hear from you. Apply today and help support the systems that keep Peak running strong.
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