Trust Officer - Wyoming

Dunham & Associates Investment Counsel, Inc. • Cheyenne, WY • 3h ago

TRUST OFFICER - WYOMING

Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and specialized investment administration. Chartered in 1999 and headquartered in Reno, Nevada, DTC serves high net worth and ultra-high net worth clients with additional offices in Las Vegas, 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.

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 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.

Salary DOE $75,000 to $110,000

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) Flexible Spending Plan (FSA) Employee Assistance Plan (company paid) Domestic Partner benefits Aflac

Other Great Benefits!

401(k) Plan with generous company match Paid Time Off (PTO) and Holiday benefits Company-Sponsored Events

Similar Jobs

Account Manager

Norstella • Cheyenne, WY • 9h ago

Management & Administrative

Account Manager Company: Evaluate Location: Remote, United States Date Posted: May 5, 2026 Employment Type: Full Time Job ID: R-1929 Description About Norstella: Norstella is a premier and critical global life sciences d...

9h ago

Go to Apply

Strategy & Operations Manager (Technology & Growth)

Ralliant • Cheyenne, WY • 13h ago

Management & Administrative

The Strategy & Operations Manager is a high-impact role designed for emerging leaders who want to operate at the intersection of strategy, finance, execution, and transformation. Sitting at the center of the Technolo...

13h ago

Go to Apply

Federal Channel Sales Manager

Rubrik • Cheyenne, WY • 1d ago

Management & Administrative

As a Federal Channel Sales Manager you will build & manage relationships between Rubrik and key Federal partners. In this role, you will work with cross-functional teams from Rubrik's Field Sales, Systems Engineering...

1d ago

Go to Apply

Customer Success Account Manager

ISC2 • Cheyenne, WY • 1d ago

Management & Administrative

Overview Your Future. Secured. ISC2 is a force for good. As the world's leading nonprofit member organization for cybersecurity professionals, our core values - Integrity, Advocacy, Commitment, Diversity, Equity & In...

1d ago

Go to Apply

Site Administrative Assistant

Bechtel Corporation • Cheyenne, WY • 1d ago

Management & Administrative

Requisition ID: 294305 Relocation Authorized: None Telework Type: Full-Time Office/Project Work Location: CHEYENNE Extraordinary teams building inspiring projects: Since 1898, we have helped customers complete more than...

1d ago

Go to Apply

Manager, Cyber Operations

Cardinal Health • Cheyenne, WY • 1d ago

Management & Administrative

The Manager, Information Security & Risk (Purple Team) leads the organization's adversarial testing, attack simulation, and detection validation capabilities. This role sits at the intersection of offensive and defen...

1d ago

Go to Apply

Account Manager

Dodge Construction Network • Cheyenne, WY • 1d ago

Management & Administrative

The Account Manager is responsible for supporting the growth and retention of an assigned portfolio of clients by building strong relationships, understanding customer needs, and delivering ongoing value. This role is id...

1d ago

Go to Apply

Manager, Go-To-Market Analytics

GoTo • Cheyenne, WY • 1d ago

Management & Administrative

Job Description Where you'll work: US Remote Marketing at GoTo Our Marketing team shapes GoTo's presence, voice, and vision-inside the company and on the global stage. By leveraging the latest AI-driven insights and tool...

1d ago

Go to Apply

Sales Operations Manager - Splunk (Remote)

Cisco • Cheyenne, WY • 2d ago

Management & Administrative

The application window is expected to close on: 05/06/2026 Job posting may be removed earlier if the position is filled or if a sufficient number of applications are received . Meet the Team: Splunk, a Cisco company, is...

2d ago

Go to Apply

Senior Manager Commissioning and Handover Readiness, Ford Energy

Ford Motor Company • Cheyenne, WY • 2d ago

Management & Administrative

The Opportunity The Senior Manager, Commissioning and Handover Readiness will serve as Ford Energy's internal commissioning authority for post-delivery DC block and containerized BESS system deployments. This highly visi...

2d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)