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Operations Administrator - Trust Company

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. The firm also has executive offices in Colorado.

The DTC Operations Assistant ensures that operations support for DTC staff is prompt, efficient, and extremely accurate.

Essential Functions:

  • Review and collect fee revenue on a monthly, quarterly, and on-demand basis;
  • Work with Operations Department and Trust Officers to ensure accurate tax information is provided to CPAs and tax returns are filed in a timely manner;
  • Review and approve new account set-up and review all customer accounts on a monthly basis to ensure accuracy;
  • Conduct various internal audits to ensure compliance;
  • Review transactions on a monthly basis to verify postings are correct for end-of-year tax season;
  • Work with Operations Department to complete monthly and quarterly trust asset reconciliation for auditors;
  • Manage incoming and outgoing asset transfers for accounts; initiate and complete incoming transfers, opening of accounts, posting of assets; 
  • Initiate all outgoing transfers per Trust Officer review
  • Manage various projects as requested by management.
  • Ensure proper back-up coverage is in place for all tasks in department to ensure they are completed timely and accurately each day;
  • Provide technical, functional, and operational assistance with policies and procedures;
  • Maintain disaster recovery plan; train and test annually.

Education Required:

Bachelor’s degree or A.A. degree in finance, business, or accounting OR equivalent work experience

Experience Required:

Prior experience working with tax professionals in a trust environment;
Knowledge and understanding of operations policies and procedures;
3-5 years of experience in finance, business, auditing, or accounting, prior trust company experience strongly preferred;

Special Skills Required:

Team player, willing to assist other group members, staff, and management;
Ability to facilitate communication to resolve problems in a positive manner;
Excellent organizational skills with outstanding attention to detail;
Excellent verbal and 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;
Able to multi-task and manage time efficiently.

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