Trust Officer - Las Vegas
Job title: Trust Officer - Las Vegas in Las Vegas, NV at Dunham & Associates Investment Counsel, Inc.
Company: Dunham & Associates Investment Counsel, Inc.
Job description: TRUST OFFICERDunham 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:
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 requiredProfessional 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 accountabilityAbility 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 & WelfareMedical, 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
AflacOther Great Benefits!401(k) Plan with generous company match
Employee Stock Purchase Plan
Paid Time Off (PTO) and Holiday benefits
Company-Sponsored EventsPowered by JazzHR
Expected salary:
Location: Las Vegas, NV
Apply for the job now!
Apply Now
Company: Dunham & Associates Investment Counsel, Inc.
Job description: TRUST OFFICERDunham 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:
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 requiredProfessional 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 accountabilityAbility 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 & WelfareMedical, 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
AflacOther Great Benefits!401(k) Plan with generous company match
Employee Stock Purchase Plan
Paid Time Off (PTO) and Holiday benefits
Company-Sponsored EventsPowered by JazzHR
Expected salary:
Location: Las Vegas, NV
Apply for the job now!
Apply Now