Current Openings

ADMINISTRATIVE ASSISTANT

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. 

DTC is looking to hire a full-time Administrative Assistant who will be responsible for providing administrative and back-up receptionist support for the DTC Reno office.

This is not a remote or hybrid opportunity, the position requires Reno local residency and in-office work. We are not able to sponsor visas at this time.

Essential Functions:

• Maintain strict confidentiality of all records and data received and produced
• Answer phones, screen calls and transfer as necessary on a multi-line system
• Update Salesforce database with changes and/or new additions
• Make copies, scan, and perform electronic filing of all documents in Laserfiche
• Coordinate signatures and notary when needed
• Schedule in-person and virtual meetings
• Organize in-office meetings (meals, travel, conference room bookings, etc.)
• Deliver documents to law offices and/or CPAs as needed
• Maintain conference rooms and office common areas in a neat and presentable manner daily
• Ensure proper shipment of outgoing mail and packages, maintain related supplies
• Assist with other administrative tasks as assigned

Back-Up Functions: (Secondary responsibilities)

• • Back-up receptionist for lunches and breaks on a regular basis
  • Back-up receptionist’s responsibilities when she/he is out of office
  • Back-up for Sr. Administrative Assistant
  • Meet and welcome Company clients and visitors, answer questions, and direct them to the appropriate DTC resource
  • Sort mail for distribution and route faxes to designated individuals or department

Education and Education Required:

• High school degree: AA or bachelor's degree preferred.
• Minimum of 3-5 years of equivalent experience
• Prior experience with Microsoft Office Suite – Outlook, Word, Excel, PowerPoint.

Special Skills Required:

• Strong attention to detail.
• Excellent organizational skills.
• Ability to prioritize multiple projects and responsibilities.
• Ability to think and work independently as well as in a team environment.
• Accurate data entry and communication skills, both verbal and written.
• Knowledge of office systems and procedures.
• Working knowledge of office equipment like printers, fax machines, and copiers.
• Experience in the trust industry is preferred.
• Knowledge of Salesforce a plus.

TRUST ASSOCIATE

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 Associate is responsible for ensuring the administration of all assigned client accounts in accordance with the authorities and permissions granted under applicable policies and procedures, and under the supervision of a designated Trust Officer. The Trust Associate is responsible for managing client relations, exercising certain fiduciary decision-making powers, safekeeping assets, and maintaining account records.

This is an onsite position located in our Reno office. There is not the opportunity for remote work for this position. We are unable to sponsor visas at this time.

Essential Functions: 

• Develop professional relationships with parties related to assigned accounts and coordinate fiduciary and administrative services for those accounts in a timely, efficient manner;
• Execute the terms of any estate plan or document for assigned accounts within proper discretionary and fiduciary authorities of a Trust Associate;
• Coordinate communications with supervising Trust Officers and DTC discretionary committee as needed from time to time for matters requiring such approvals;
• Collaborate with third-party advisors, including attorneys and accountants to assure proper wealth and tax planning;
• 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 business development efforts, including community and professional associations in order to broaden relationships, network, and continually deepen industry knowledge;
• Complete annual administrative reviews for assigned accounts; ensure all internal compliance and proper documentation requirements are met and consistent with internal fiduciary policies;
• Prepare court reporting for custody accounts and file with court within the appropriate timeframe;
• Open accounts in Salesforce by obtaining, reviewing, and analyzing documentation from new clients; track and follow-up on missing items; complete new account forms;
• Prepare forms for client disbursements, deposit receipts, automatic payment set up requests, wire transactions, ACH transfers and trade requests (in coordination with operations staff);
• Consult with Trust Officers regarding proper vesting, handling, and following of assets;
• Provide excellent customer service and respond to inquiries from internal and external customers; investigate and resolve problems as needed;
• Comply with Bank Secrecy Act (BSA), OFAC Anti-Money Laundering (AML), and USA Patriot Act policies by properly identifying the identity of any person/business and account, maintaining records of the information used to verify each customer, and consulting lists of known terrorists prior to opening an account;
• Participate in all required compliance training and report any customer suspected of suspicious activity immediately to the Chief Compliance Officer;
• Comply with all appropriate regulations;
• Maintain strict confidentiality of all records and data received and produced;

Education Required:

A.A. degree in Business, Finance, or Accounting or equivalent experience;

B.A. or B.S. degree strongly preferred

Experience Required:

Basic knowledge of related state/federal trust and applicable financial institution compliance regulations and other trust administrative operational policies;

3-5 years of relevant experience; finance or trust experience preferred

Excellent organizational skills with outstanding attention to detail

Excellent verbal and written communication skills;

Strong customer service skills;

Ability to multi-task and manage time efficiently.

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
• Paralegal, trust, estate planning, or financial/investment background not required, but strongly preferred.

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.

Position Summary

Key Responsibilities

Client Investment Management

• Serve as the lead investment officer for assigned client accounts, including direct communication and relationship management with clients, beneficiaries, financial advisors, and external partners.
• Conduct regular portfolio reviews and performance evaluations aligned with investment objective and fiduciary guidelines.
• Oversee complex investment portfolios including due diligence on public securities, private equity, private debt, real estate, and alternatives.

Investment Committee

• Prepare board-level investment reports and presentation materials for Trust Investment Committee.
• Participate in Dunham and Associates Investment Counsel (DAIC) quarterly asset allocation meetings and manager monitoring.

Operational Oversight

• Supervise onboarding of client investment accounts and coordinate third-party account setups.
• Maintain and review cost basis, valuation, and performance data in portfolio systems (Orion, Salesforce, and other platforms).
• Support the strategic allocation process within DTC’s internal investment programs, including rebalancing, tactical adjustments, and model oversight.

Investment Servicing & Fiduciary Oversight

• Monitor investment portfolios for compliance with trust provisions and regulatory requirements.
• Maintain documentation of fiduciary reviews and delegated advisor oversight.
• Track and coordinate activities related to private investments: capital calls, distributions, valuations, and registration changes.

Qualifications & Experience

• Experience: 5–10 years in financial services or wealth management with client-facing investment responsibilities.
• Education: Bachelor’s degree in finance, economics, accounting, or related field. CFP®, CFA®, or CTFA® designations are a plus.
• Technical Skills: Intermediate to advanced Excel; experience with Orion, Salesforce, and/or comparable investment and CRM platforms. Mind mapping software experience helpful.

Core Competencies

• Exceptional verbal and written communication.
• Demonstrated ability to build trust and rapport with high net worth clients and financial professionals.
• Analytical and detail-oriented approach to portfolio oversight and fiduciary compliance.
• Strong organizational and project management skills with ability to manage multiple priorities.
• Collaborative mindset with a proactive approach to problem-solving and service delivery.

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.