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TRUST OFFICER
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. The firm also has executive offices in Loveland, Colorado and Las Vegas, Nevada.
The DTC Trust Officer is responsible for the coordination of services and administration of trust and agency relationships, including living, testamentary, and a variety of irrevocable trusts, probate, guardianships, investment advisory, and custody accounts.
This is not a remote or hybrid opportunity, the position requires Las Vegas local residency and in-office work. We are not able to sponsor visas at this time.
Essential Functions:
Education Required:
Bachelor’s degree required
Professional license (CTFA, CFP, CPA preferred)
Experience Required:
Minimum of 5 years of demonstrated personal trust administration experience;
Demonstrated understanding of financial markets and investment theory.
Other Requirements:
Demonstrated history as a self-starter with tremendous initiative and accountability
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 & 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.
Thank you!
Human Resources