Current Openings

Operations Administrator

Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and specialized investment administration. Chartered in 1999 and headquartered in Reno, Nevada, DTC serves high net worth and ultra-high net worth clients with additional offices in Las Vegas, Wyoming, and Colorado.

Bring your drive and a great attitude to Dunham Trust Company, 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. 

We are seeking an Operations Administrator that offers operations support for DTC staff and is prompt, efficient, and extremely accurate. This is an onsite position in our downtown Reno location. This position is full time for 40 hours per week, and this individual will be eligible for our generous benefits package while assuming responsibility for the following:

Essential Functions: (Primary responsibilities)

• Perform cash balancing with DTC Clearing Account
• Receive custody reconciliation and perform daily settlement
• Perform Security MAP posting; post dividends, interest, and pay-downs daily
• Review, affirm, and settle trades with Fifth Third, Dunham, and Matrix daily
• Settle trades for Analyst Group
• Process incoming investments and complete deposits daily, including processing incoming checks, wires, and ACH deposits
• Process outgoing ACHs, wires, checks, etc.
• Process bill pay
• Manage the monthly promissory note payments and rental payments
• Post fees received in the mail as needed on demand/fee accruals
• Reconcile all accounts with external holdings on monthly basis
• Update market prices for non-priced securities on ETA
• Assist with daily review of completed redemptions
• Process recurring redemptions and ensure funds availability for redemptions on the 5^th and 20^th of each month and estimated tax payments
• Prepare TIC/TAC/Board/Audit binders for quarterly meetings, specifically discretionary advances reports and account review reports
• Produce, print, review, and copy monthly, quarterly, and annual statements
• Prepare Quarterly Account Reviews for Trust Officers
• Assist operations team with other projects as needed

• Answer phones
• Process incoming mail
• Assist other staff members in the office, as needed

Education Required:
A.A. or Bachelor’s degree in Business, Finance or Accounting or equivalent experience

Experience Required:
2-3 years of accounting experience; finance industry experience preferred

Special Skills Required:
Attention to detail and excellent problem-solving skills
Accurate data entry skills
Excellent MS Office and computer skills
Excellent written and verbal communication skills
Ability to multi-task and manage time efficiently
Paralegal, trust, estate planning, or financial/investment background not required, but considered a plus
 

TRUST OFFICER

Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and specialized investment administration. Chartered in 1999 and headquartered in Reno, Nevada, DTC serves high net worth and ultra-high net worth clients with additional offices in Las Vegas, Wyoming, and Colorado.

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:

• 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;
• Contribute meaningfully to business development by proactively prospecting for clients and building the 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 affiliate team members; provide back-up for other Trust Officers as needed.

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.

Salary DOE $75,000 to $110,000

Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and specialized investment administration. Chartered in 1999 and headquartered in Reno, Nevada, DTC serves high net worth and ultra-high net worth clients with additional offices in Las Vegas, Wyoming, and Colorado.

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. 

Salary depending on position, location, education, and experience.

Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and specialized investment administration. Chartered in 1999 and headquartered in Reno, Nevada, DTC serves high net worth and ultra-high net worth clients with additional offices in Las Vegas, Wyoming, and Colorado.

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. 

Salary depending on position, location, education, and experience.

Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and specialized investment administration. Chartered in 1999 and headquartered in Reno, Nevada, DTC serves high net worth and ultra-high net worth clients with additional offices in Las Vegas, Wyoming, and Colorado.

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. 

Salary depending on position, location, education, and experience.