- Bachelor's Degree
- Master's Degree
- Communication Skills
- Organizational Skills
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. This position is for the firm's executive offices in Loveland, Colorado.
The DTC Sr. Trust Officer is responsible for the coordination of services and administration of trust and agency relationships, including living and testamentary trusts, probate, guardianships, investment advisory, and custody accounts.
Proactively prospect for clients and build business pipeline by soliciting and receiving referrals from existing clients, internal business partners, and centers of influence;
Develop professional relationships with clients and their dependents and function as the clients' trusted advisor, anticipating their wealth planning needs;
Travel to serve clients, create business development opportunities, attend conferences, participate in speaking engagements, and meet at company headquarters;
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;
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 Dunham & Associates Investment Counsel employees and financial advisors; provide back-up for other Trust Officers as needed.
Bachelor's degree required, graduate degree (J.D. or M.B.A.) preferred
Professional license (CTFA, CFP, CPA preferred)
Minimum of 5-7 years of demonstrated personal trust administration experience;
Demonstrated understanding of financial markets and investment theory.
Ability to travel as described above;
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;