Job Description

Dunham Trust Company (DTC) offers a wide range of traditional trust services designed to meet virtually any client need, from custodial accounts and safekeeping of assets, to family trusts, wealth management and investment options. Headquartered in Reno, Nevada, Dunham Trust Company was chartered in 1999 and has since expanded to Loveland, Colorado and Las Vegas, Nevada. This position is an onsite position located in the Las Vegas office; remote work is not an option.

The DTC Trust Officer is responsible for the coordination of services and administration of trust and agency relationships, including living and testamentary trusts, probate, guardianships, investment advisory, and custody accounts.

ESSENTIAL FUNCTIONS:

• Administer multi-generational trusts, often with discretionary income and principal payments distributed among multiple family members, while managing financial risk;
• Execute the terms of any estate plan or document in which DTC serves as trustee, executor, personal representative, guardian, or agent for fiduciary, often exercising broad discretion for beneficiaries with competing interests;
• Collaborate with clients’ advisors, including attorneys and accountants, to develop and implement a comprehensive wealth plan and to ensure proper tax planning;
• Coordinate fiduciary and administrative services for clients; open/close accounts, obtain, review and analyze documentation from new clients;
• Provide effective customer service and respond to inquiries from internal and external customers;
• Ensure all internal compliance and proper documentation requirements are met, consistent with internal fiduciary policies and procedures regarding new business and asset acceptances, discretionary actions, and all other policies, procedures, and guidelines;
• Participate actively in community affairs and professional associations and attend community and/or industry-specific forums, conferences, and/or meetings in order to broaden relationships, network, and continually deepen knowledge of trends, practices, products, and competitors;
• Serve as valued team member and resource for other DTC and Dunham & Associates Investment Counsel employees and financial advisors; provide back-up as needed.

EDUCATION REQUIRED:

• Bachelor’s degree or equivalent experience required
• Professional license (CTFA or CFP preferred)

EXPERIENCE REQUIRED:

Minimum of 3 years of demonstrated personal trust administration, paralegal, estate planning, or financial/investment experience;

Demonstrated understanding of financial markets and investment theory.

OTHER REQUIREMENTS:

• Ability to travel to client locations as needed;
• Ability to work under intensive deadlines with frequent interruptions;
• Excellent presentation and verbal/written communication skills;
• Able to use independent judgment and discretion to interact with internal and external customers to provide excellent service;
• Professional, confident, and positive demeanor;
• Excellent organizational skills with outstanding attention to detail;

Dunham offers a full benefits package, including:

• Medical, dental, and vision insurance (currently Cigna)
• LinkedIn Learning
• Medical and dependent care flexible spending accounts (FSA)
• Short-term and long-term disability coverage
• Life/AD&D insurance
• Aflac options
• Long-term care insurance
• 401(k) Plan with employer match

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