TRUST OFFICER
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, 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:
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;
Dunham offers a complete benefits package to full-time employees who regularly work more than 30 hours per week. Interns and temporary employees are not eligible for these benefits.
Health & Welfare
Medical, Dental & Vision (choices vary by state)
Life and AD&D Insurance (company paid)
Short-Term & Long-Term Disability (company paid)
Long-Term Care Insurance (company paid)
Flexible Spending Plans (Medical and Dependent Care)
Employee Assistance Plan (company paid)
Domestic Partner benefits
Aflac
Other Great Benefits!
401(k) Plan with generous company match
Employee Stock Purchase Plan
Paid Time Off (PTO) and Holiday benefits
Company-Sponsored Events
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