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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 an onsite position located in our Las Vegas, Nevada office.
Bachelor’s degree required
Professional license (CTFA, CFP, CPA preferred)
Minimum of 5 years of demonstrated personal trust administration experience;
Demonstrated understanding of financial markets and investment theory.
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;
TRUST INVESTMENT ASSOCIATE
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 offices in Las Vegas, Nevada and Loveland, Colorado.
DTC is looking to hire a full-time Trust Investment Associate to work in our Reno office who is responsible for investment functions related to asset management for DTC and oversee coordination of asset onboarding, third party account set-up, and ongoing review.
Job Summary: (Purpose of Job)
Responsible for assisting in the due diligence, establishment, oversight, and review of investments on behalf of clients for DTC. The Trust Investment Associate will work with a broad range of asset types. The position is deeply involved in strategic allocation program of our in-house mutual fund program and participates in the investment committee. The role also works with delegated outside financial advisors from around the country for external investments. Asset types will be varied and interesting: Mutual funds, ETFs, stocks, bonds, real estate, alternatives, private equites, and private debts. Many clients are high net worth and ultra-high net worth, and you will gain experience in asset classes not typically seen in by retail investors.
Essential Functions: (Primary responsibilities)
Experience / Education Required:
Special Skills Required:
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.
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We invite you to register. You will need your social security number and date of birth.
If you have any questions or need assistance, please contact Dunham Trust at 775-826-7900. We thank you for your commitment to Dunham.