Apply for a specific Career Opening by clicking the Apply button at the bottom of each job posting or by sending your resume and a cover letter to email@example.com. When sending your resume, please include the position title in the subject line, and attach a copy of your resume in MS Word or PDF formats.
If your qualifications and stated interests are a good fit with a future open position, we will be sure to give you a call.
As an Internal Sales Intern, you will be responsible for helping the Dunham & Associates Investment Counsel (DAIC) internal sales team in the San Diego office. The internal sales team is responsible for making daily sales calls to their territories around the U.S. with the goal of increasing sales through partnerships with external wholesalers (Regional Directors). For this internship, we would like a commitment of 15-20 hours per week (preferably 20) for at least April and May 2019. Your role will include:
ESSENTIAL JOB FUNCTIONS
Dunham & Associates Investment Counsel, Inc. (DAIC) is a dually registered broker-dealer and registered investment adviser. We are hiring a full-time Fee Accounting and Revenue Specialist to join our Operations group in San Diego, CA. DAIC also works with and provides back-office services for our trust company affiliate, Dunham Trust Company (DTC), headquartered in Reno, NV.
This individual will be responsible for overseeing and streamlining the entire client fee calculation and billing processes from various systems including our third-party trust accounting system and internal account processing system -- from initial set up, monthly accruals, collection, and ultimate integration with our Microsoft Dynamics accounting system. Fees include various types of advisory, mutual fund, trust administration, custody, and other fees.
Initially the role will require learning the various current software systems (modules currently being used and those potentially available/to be used), understanding and documenting processes, evaluating potential changes, systems, and ways to improve overall efficiency and accuracy.
This individual will work with various groups at DTC, San Diego Operations, and our Finance/ Accounting department that are dependent on this data. This position may require limited travel to attend training/seminars or meetings at DTC. DAIC offers a comprehensive benefits package.
Bring your drive and a great attitude to Dunham & Associates, and you will have the opportunity to grow with us professionally, personally, and financially. You will be part of a company that promotes from within, cares about your success, and rewards longevity. Additionally, you will be eligible for our generous commission program.
As an internal wholesaler, you will be responsible for making daily sales phone calls to your territory with the goal of increasing sales through partnerships with external wholesalers. To perform this job successfully, the ideal candidate must have the drive to succeed, a positive attitude, and a love for achieving goals.
This position has a clearly defined career path, and we will invest the time and resources to train you.
HINT: If you don't answer the questions on the application, you will not be considered for this position.
Some of the duties of the internal wholesaler (Regional Marketing Associate) position include:
Dunham & Associates Investment Counsel, Inc. (DAIC) accepts applications for future career opportunities even though there may not be current openings. If you would like to be considered for future positions, please attach your resume and cover letter (optional, but helpful) and answer the few questions attached to this application.
You should have received an email on February 1st with a link to activate your username. If you did not receive an email, please contact Customer Care via firstname.lastname@example.org or at 800-442-4358 and we will reset your account.
We invite you to register. You will need your social security number and date of birth.
The account number format has changed to drop leading letters and replace the dash with a 0. For example, IO1234-01 is now 1234001.
If you have any questions or need assistance, please contact Dunham Customer Care at 800-442-4358. We thank you for your commitment to Dunham.