- 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 Dunham Trust 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 Dunham Trust and affiliate team members; provide back-up for other Trust Officers as needed.
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Trust Officer - Denver, United States - Dunham & Associates Investment Counsel, Inc.
Description
Job Description
Job DescriptionTRUST OFFICER
An Opportunity to Craft Your Future
Are you ready to unleash your potential and embark on a journey of innovation and growth? If you are excited about building something exceptional from the ground up, consider exploring an extraordinary opportunity with Dunham Trust Company
With 24 years of expertise as a trusted Nevada trust company, we are setting our sights on Wyoming and seeking passionate individuals to spearhead this exciting venture.
Who We Are
Established in 1999, Dunham Trust Company has honed its legacy in trust services and wealth management. Our footprint spans Reno to Loveland, Colorado, and Las Vegas, built on our commitment to excellence.
The Opportunity
As a Trust Officer in our upcoming Cheyenne, Wyoming office, you will be part of the team to build a genuinely exceptional Private Trust Company catering to families with $20 million to $200 million in assets. This role is your canvas to craft an unparalleled client experience together with personal and professional satisfaction.
This is not just a career move but a chance to pioneer a groundbreaking institution in our new Private Trust Office in Cheyenne, Wyoming. Our client-centric approach empowers a diverse clientele, offering abundant growth opportunities.
Ready to ignite your potential and be part of innovation and growth? Apply on the career page of our website or
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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