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Help Build The Future Of Trust Administration

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Peak Trust Company today!

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WHO WE ARE

OUR MISSION

BENEFITS & PERKS

HIRING PROCESS

CORE VALUES

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WHO WE ARE

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.

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OUR MISSION

Execute our client’s vision, protect their wealth, and preserve their legacy. We serve our client with comprehensive, sophisticated solutions that quickly and accurately establish trusts, backed by easy-to-use, ongoing trust administration.

BENEFITS & PERKS

COMPETITIVE PAY

Our pay rates are competitive and comparable to the compensation offered by other employers in the same industry and geographic location.

HEALTH BENEFITS

We provide our teams with benefits that support their health and well-being including health and dental insurance.

PAID TIME OFF

Paid time off is a crucial component of employee benefits, intended to support work-life balance and promote employee well-being.

RETIREMENT FUND/401K

We provide our teams with a retirement fund to ensure that they have financial resources to support themselves after they cease regular employment.

CONTINUED EDUCATION

At Peak Trust, we strive to always pursue deliberate learning and growth. One of the ways we do this is by providing everyone on our team with continuing education and personal growth opportunities.

WORK/LIFE BALANCE

We believe in a healthy balance between the demands of work and the various aspects of an individual’s personal life, including family, social activities, leisure, and personal development.

STREAMLINED HIRING PROCESS

Apply Online

Screening Call

Interviews

Decision & Job Offer

OUR CORE VALUES

Our Core Values are the fundamental beliefs that have driven Peak Trust’s success for over 25 years.

WE DO WHAT IS RIGHT, NOT WHAT IS EASY

We make decisions based on integrity and fiduciary duty, acting first in the best interest of those we serve rather than ourselves.
We are focused on what is best for Peak as an organization rather than what is best for us individually, our direct reports, or department, even if that means supporting something that creates negative consequences for us individually, our direct reports, or department.

WE NEVER FAIL TO DELIVER

We always accomplish what the client expects on their timeline.
We follow through consistently even when it isn’t easy.
We work creatively and collaboratively to find a way to “get to yes” for our clients.

WE ARE HUMBLE, HUNGRY, AND SMART

We balance confidence in our expertise with openness to new perspectives, always seeking to learn and improve.
We remain hungry in seeking opportunities to contribute value and step into any role needed.

WE DON’T FOLLOW THE HERD

We think independently to push boundaries and discover new opportunities.
We deliberately chart our own path, staying grounded in our core competency, even if it is an uncharted direction.

WE TAKE RESPONSIBILITY FOR DELIBERATE LEARNING AND GROWTH

We hold ourselves accountable for expanding individual and collective capacity.
We proactively seek feedback and test our assumptions to constantly improve.
We take ownership in empowering team members with growth opportunities to expand their roles.

EMPLOYEE TESTIMONIALS

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Andre Sears, Business Development Officer

When I joined Peak Trust Company, I was drawn to the entrepreneurial spirit and growth potential of a nimble firm establishing itself as an innovative leader in trust administration.

I’ve felt continuously valued as the company invests in professional development and encourages open dialogue. Our leadership team role models integrity through their approachability, sincerely listening to feedback. There is a close-knit bond amongst teammates working interdependently towards meaningful outcomes.

I’m proud to bring my best strategic thinking to support Peak Trust Company’s growth. The camaraderie reminds me no one is too senior to roll up their sleeves. And the trust conferred upon me to shape the company’s business development efforts makes each day feel purposeful.

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Jillian Johnson, Fiduciary Officer

Peak Trust has consistently demonstrated a commitment to investing in the growth and development of its employees, this is exemplified by their decision to send me to attend Cannon Financial Institute, where I began my journey of obtaining my CTFA designation. I am deeply grateful to Peak Trust for their unwavering support and investment in my professional development. By empowering me to attend Cannon, they have not only invested in my growth but also demonstrated their commitment to cultivating a talented and skilled workforce capable of meeting the evolving demands of our industry. Thank you for believing in me and providing me with the resources to thrive in my career journey. I look forward to continuing this journey with your support.

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Danaya Dews, Fiduciary Assistant

What I appreciate most about Peak Trust Company is the accessibility of everyone on the team regardless of their office location or position in the company. I really appreciate that even with everyone’s busy schedules, I know that someone will be available to help with any issue that arises. And I love the culture, I’ve never worked somewhere where anyone from the CEO to Fiduciary Assistants will reach out just to see how you are doing and make sure that you are equipped to do your best work. Those elements set Peak apart from any other company.

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