Emily Helzer has been with Peak Trust Company since 2021 as an Operations Assistant. Emily’s primary responsibility is supporting clients with online account access. In her current role, Emily is responsible for assisting with account opening processes, processing fiduciary bills, and quality assurance. Emily is passionate about providing prompt and accurate responses to Peak’s clients and partners.
Emily brings over six years of experience in banking operations to her role at Peak. Emily earned her NCMA medical assistant certification from Charter College.
President & CEO
Chief Fiduciary Officer & Chief Operating Officer
Founder & Chairman of the Board
General Counsel, Director
Chief Investment Officer
Chief Compliance Officer
Operations Officer
Executive Officer
Sr. Trust Officer
Trust Officer, Head of Nevada Office
Trust Officer
Trust Officer
Trust Officer
Associate Trust Officer
Business Development Officer
Alaska Operations Manager
Nevada Operations Manager
Nevada Fiduciary Operations Specialist
Investment Relationship Officer
Tax Officer
People Development Coordinator
Marketing Coordinator
Compliance & IT Specialist
Senior Trust Assistant
Trust Assistant
Trust Assistant
Accounts Payable & Receivable Specialist
Operations Assistant
Operations Assistant
Alaska Front Desk Receptionist
Trust Assistant
Trust Assistant, Delaware Front Desk Receptionist
Nevada Front Desk Receptionist
Executive Assistant