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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. This position is for our Loveland, Colorado office.

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

Essential Functions:

  • Process redemptions, pay all invoices, and perform all invoice-related administration;
  • Communicate with clients as needed to assist Trust Officers, including client and account services, processing paperwork, preparing letters, and performing research;
  • Open and close accounts and perform client record changes;
  • Properly complete internal paperwork for new accounts and any related set-up and ongoing maintenance;
  • Coordinate flow of information with various CPA’s at tax time;
  • Prepare expense reports for Trust Officers;
  • Print and send account statements upon request;
  • Handle all incoming calls to Colorado office, process mail, manage electronic filing system, and order supplies;
  • Process incoming investments and complete deposits daily;
  • Assist as needed with supporting projects and tasks from Reno and San Diego home office.

Secondary Functions:

  • Prepare marketing collateral, performance reports, and sales materials for meetings with prospects and clients;
  • Assist clients with completing new account paperwork and other documents;
  • Assist with preparing some recurring reports (i.e. spreadsheets for distribution, budgets, and court reporting)

Education Required:

A.A. or Bachelor’s degree in Business, Finance or Accounting or equivalent experience

Experience Required:

  • 2-3 years of accounting experience; finance industry experience preferred
  • Excellent organizational skills with outstanding attention to detail;
  • Ability to multi-task and manage time efficiently;
  • Working knowledge of office equipment like printers and scanners.

Special Skills Required:

  • Attention to detail and excellent problem-solving skills
  • Accurate data entry skills
  • Excellent MS Office and computer skills
  • Excellent written and verbal communication skills
  • Paralegal, trust, estate planning, or financial/investment background not required, but considered a plus
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