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. Click on "Future Career Opportunities" to apply for any positions not currently listed. 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.



Trust Investment Associate - Reno

Billing Coordinator

Enrolled Agent (EA) Tax Specialist - Trust Services

Trust Officer - Wyoming

Future Dunham Trust Career Opportunities

Trust Investment Associate - Reno

Department Dunham Trust Company
Career Type Full Time
Posted 4/9/2024

Description
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 by retail investors.

Essential Functions: (Primary responsibilities)
  • Process asset transfers by means of Automated Customer Account Transfers (ACATs) and non-ACATs
    • Differentiate investment types, review customer documents, reconcile accuracy of receipt and delivery of assets, research inquiries, and contact contra firms;
    • Maintain assets in accounting system, perform third-party account set-up, and process account applications for all outside accounts;
    • Obtain and update cost basis information for accounts;
  • Participate in the Trust Investment Committee and Dunham Asset Allocation Program Committee;
  • Strengthen and nurture ongoing relationships with high net worth contacts, consistently exceeding service expectations through Dunham’s Private Client Group in Reno, NV;
  • Collaborate with Dunham’s Business Development Team assisting in the onboarding and implementation of new trust relationships and assets;
  • Review and update asset allocations and investment objectives as directed for Dunham asset allocation program;
  • Assist in allocation rebalances, customer and financial advisor reviews;
  • Manage ongoing private equity relationships including capital calls, distribution notices, market value updates, and registration changes;
  • Perform asset reviews of outside accounts:
    • Establish and maintain ongoing fiduciary oversight of delegated investments through Orion data aggregation
    • Review and compare asset allocation versus investment objectives and investment policies
    • Collect and review performance for outside accounts;
  • Perform other tasks and projects as assigned.                                                                           
Experience / Education Required:
  • College degree in a finance-related field or equivalent industry experience;
  • Two or more years or experience in a financial services environment with considerable understandings of investments and securities
  • Interest and knowledge of the capital markets;
  • Working knowledge of Microsoft 365, intermediate Excel skills;
  • Salesforce and/or other customer relationship management (CRM) software experience;
  • Obtain necessary licenses for trading and investment advice (SIE, Series 7 &  Series 66) within a specified timeframe, company will sponsor and provide training materials.
Special Skills Required:
  • Strong written and oral communication skills;
  • Ability to maintain positive working relationships with staff, internally and externally;
  • Ability to analyze and understand operational systems;
  • Strong attention to detail;
  • Strong interpersonal & organization skills;
  • Flexibility in working with others;
  • Ability to work independently and take initiate.
Helpful Experience/Qualities:
  • Passed Securities Industry Essentials® (SIE®) Exam
  • Experience as an assistant or client service role in a financial advisor office environment (e.g. Client Services Associate, Operations Analyst)
  • Mind mapping Software Experience Creative software experience (e.g. Xmind)

 
Billing Coordinator

Department Dunham Trust Company
Career Type Full Time
Posted 4/5/2024

Description

BILLING COORDINATOR

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 Billing Coordinator is responsible for providing accounting, administrative support and overseeing the billing process for DTC.

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: (Primary responsibilities)

  • Process bills to pay for Trust and Guardian divisions;
  • Process outgoing ACHs, wires, checks, etc.;
  • Generate invoicing for Guardian and Case Management services;
  • Perform discharge accountings and closing of accounts;
  • Perform annual court accountings and coordinate with Attorneys and Guardians;
  • Process any incoming payments;
  • Assist with reviewing daily transactions;
  • Assist with filing documentation in Laserfiche;
  • Reconciliation of Amex and mileage charges and billing to client accounts;
  • Assist operations team with other projects as needed;
  • Other duties as assigned;

Secondary Functions:

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

Education Required:

  • High School diploma or GED required;
  • AA in Accounting or another related field preferred.

Experience Required:

  • 2-3 years’ experience of working as a Billing Coordinator or other similar position;
  • Bookkeeping experience is a plus;
  • Excellent organizational and time management skills with outstanding attention to detail;
  • Excellent written and verbal communication skills;
  • Working knowledge of Microsoft Office software mainly in Excel, Word and Outlook;
  • Salesforce or other CRM experience preferred.

Special Skills Required:

  • Attention to detail and excellent problem-solving skills;
  • Accurate data entry skills;
  • Strong written and oral communication skills;
  • Ability to maintain positive working relationships with staff, internally and externally;
  • Ability to work independently and take initiative.

Enrolled Agent (EA) Tax Specialist - Trust Services

Department Dunham Trust Company
Career Type Full Time
Posted 3/26/2024

Description

ENROLLED AGENT (EA)

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, DTC was chartered in 1999. The firm also has executive offices in Las Vegas, Nevada and Loveland, Colorado.

DTC is looking to hire an Enrolled Agent (EA) Tax Specialist who will manage and coordinate trust tax filings for clients and be responsible for handling a broad range of administrative responsibilities within the tax department.

Must be willing to work onsite in the downtown Reno office; this is not a work-from-home opportunity.

Essential Functions: (Primary responsibilities)

  • Work with internal trust operations team and external CPAs to coordinate preparation of tax filings for trust clients;
  • Ensure all deadlines are met in a timely manner;
  • Serve as point of contact for any tax-related matters and inquiries;
  • Review and follow-up on tax-related correspondence and related phone calls from IRS, CPAs, clients, and officers;
  • Ensure all records are accurate and up-to-date;
  • Perform other tasks as requested.

Education Required:

  • High School diploma required. Associate or Bachelor Degree in accounting, bookkeeping or tax related field or equivalent industry experience preferred.

Experience Required:

  • EA designaton required;
  • 1-3 years’ experience in a business environment, preferably in CPA/Tax;
  • Experience working with taxes and related filing requirements;
  • Working knowledge of Microsoft Office software mainly in Excel, Word and Outlook;
  • Salesforce or other CRM experience preferred.

Special Skills Required:

  • Knowledge of tax documents and filing requirements;
  • Understanding of Sharefile or similar secure mailing software;
  • Strong written and oral communication skills;
  • Ability to maintain positive working relationships with staff, internally and externally;
  • Impeccable record-keeping, organizational, and time management skills;
  • Ability to work independently and take initiative.

Trust Officer - Wyoming

Department Dunham Trust Company
Career Type Full Time
Posted 1/11/2024

Description

TRUST OFFICER

An Opportunity to Craft Your Future

Are you ready to unleash your potential and embark on a journey of innovation and growth? If you are excited about building something exceptional from the ground up, consider exploring an extraordinary opportunity with Dunham Trust Company!

With 24 years of expertise as a trusted Nevada trust company, we are setting our sights on Wyoming and seeking passionate individuals to spearhead this exciting venture.

Who We Are

Established in 1999, Dunham Trust Company has honed its legacy in trust services and wealth management. Our footprint spans Reno to Loveland, Colorado, and Las Vegas, built on our commitment to excellence.

The Opportunity

As a Trust Officer in our upcoming Laramie, Wyoming office, you will be part of the team to build a genuinely exceptional Private Trust Company catering to families with $20 million to $200 million in assets. This role is your canvas to craft an unparalleled client experience together with personal and professional satisfaction.

This is not just a career move but a chance to pioneer a groundbreaking institution in our new Private Trust Office in Laramie, Wyoming. Our client-centric approach empowers a diverse clientele, offering abundant growth opportunities.

Ready to ignite your potential and be part of innovation and growth?  Apply on the career page of our website www.dunhamtrust.com

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 Dunham Trust 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 Dunham Trust 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.

Future Dunham Trust Career Opportunities

Department Dunham Trust Company
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