Allison Kaper serves as a Fiduciary Assistant at Peak Trust Company, joining the team in 2025. As part of the fiduciary administration team, Allison supports Fiduciary Officers in managing all aspects of trust account oversight including records maintenance, transaction processing, preparing client communications and coordinating with various service providers. She brings strong analytical and organizational skills to providing accurate, timely responses to client inquiries and partner requests.
In her work, Allison upholds strict procedures around account security, documentation, compliance protocols and maintaining excellent service levels. She plays a crucial coordination role by assisting Fiduciary Officers with beneficiary correspondence, account administration, and day-to-day trust operations.
Prior to joining Peak Trust, Allison served as a Biological Science Technician with the federal government in Alaska, where she specialized in data management and quality assurance protocols. Her experience includes military service in the U.S. Navy Reserve, where she advanced to Second Class Petty Officer and led analytical teams in intelligence operations. This background provided her with exceptional attention to detail, leadership capabilities, and experience managing sensitive information.
Allison earned her Bachelor of Science in Biology from Northern Michigan University in 2022. Her diverse professional background in data analysis, regulatory compliance, and client service provides valuable skills in support of Peak Trust’s fiduciary operations and client care.
