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Trust Officer - Cheyenne, United States - Dunham & Associates Investment Counsel Inc.
Description
TRUST OFFICERAn Opportunity to Craft Your FutureAre 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 CompanyWith 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.
The OpportunityAs 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 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 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
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.
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 benefitsAflacOther Great Benefits401(k) Plan with generous company matchEmployee Stock Purchase PlanPaid Time Off (PTO) and Holiday benefitsCompany-Sponsored Events#J-18808-Ljbffr
