Current Openings

Thank for your interest in working with Dunham & Associates.



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 resumes@dunham.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.



Operations Administrator - Trust Company

Trust Officer

Future DTC Career Opportunities

Operations Administrator - Trust Company

Department Operations
Career Type Full Time
Posted 2/15/2019

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. The firm also has executive offices in Loveland, Colorado.

The Operations Administrator is responsible for providing operational and accounting support in our main office in Reno, NV.

Essential Functions:

  • Process incoming and outgoing checks, wires, and ACHs;
  • Process bill pay, True Link transactions, and all invoice-related administration;
  • Process recurring redemptions and ensure availability of funds for redemptions;
  • Reconcile all accounts with external holdings on monthly basis;
  • Process the monthly promissory note payments and rental payments;
  • Open and close accounts and perform client record changes;
  • Assist and coordinate tax returns with various CPAs;
  • Book asset transfers and transfer as required;
  • Assist with processing of monthly, quarterly, and annual fee;
  • Manage multiple spreadsheets and website (including deposits and redemptions); 
  • Prepare Trust Investment Committee (TIC), Trust Advisory Committee (TAC), and Dunham Trust Company Board of Directors (BOD) audit binders for quarterly meetings;
  • Produce, print, review, and copy monthly, quarterly, and annual statements;
  • Assist operations team with other projects as needed;
  • Administrative assistance as needed.

Education Required:

A.A. or Bachelor's degree in Business, Accounting, or Finance or equivalent experience

Experience Required:

  • 2-3 years of accounting experience; finance industry experience strongly preferred;
  • Excellent organizational skills with outstanding attention to detail;
  • Experience working with various accounting and/or accounts payable systems;

Special Skills Required:

  • Excellent Excel and other MS Office skills;
  • Extremely accurate data entry skills;
  • Aptitude to learn new systems;
  • Excellent verbal and written communication skills;
  • Strong customer service skills;
  • Ability to multi-task and manage time efficiently.
  • Ability to think and work independently, as well as in a team environment.
Trust Officer

Department Dunham Trust Company
Career Type Full Time
Posted 10/30/2018

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. The firm also has executive offices in Loveland, Colorado.

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:

  • Develop professional relationships with clients and their dependents and function as the clients’ trusted advisor, anticipating their wealth planning needs;
  • Coordinate fiduciary and administrative services for clients;
  • 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;
  • 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;
  • Proactively prospect for clients and build business pipeline by soliciting and receiving referrals from existing clients, internal business partners, and centers of influence;
  • 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 for other Trust Officers as needed.

Education Required:

Bachelor’s degree required, graduate degree (J.D. or M.B.A.) preferred

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:

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;

Future DTC Career Opportunities

Department Dunham & Associates
Career Type Full Time
Posted 10/15/2018

Description

Dunham Trust Company, Inc. (DTC) 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