Trust Officer - Wyoming

Dunham & Associates Investment Counsel, Inc. • Laramie, WY • 3d 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

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