Current Openings

TRUST OFFICER

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 Loveland, Colorado and Las Vegas, Nevada.

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.

This is not a remote or hybrid opportunity, the position requires Las Vegas local residency and in-office work. We are not able to sponsor visas at this time.

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 Dunham & Associates Investment Counsel employees and financial advisors; 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;

IT SYSTEMS ADMINISTRATOR

Dunham & Associates Investment Counsel, Inc. ("Dunham") is a thought leader in the financial services industry. The way we work is a direct reflection of our company culture; we believe in accountability, putting our clients first, and constantly striving for growth. Since 1985, Dunham has grown to become a multi-billion-dollar firm. We work with close to 1,400 Financial Advisors across all 50 states. 

Dunham is an independently owned Registered Investment Adviser and Broker/Dealer. Member FINRA/SIPC, helping Financial Advisors and individual investors reach their long-term goals. The firm's focus is on providing disciplined wealth management solutions and related services. 

Bring your drive and a great attitude to Dunham, and you will have the opportunity to grow with us professionally, personally, and financially. You will be part of a company that promotes from within, cares about your success, and rewards longevity. 

As a Systems Administrator, you will be responsible for ensuring that all Dunham information systems are properly working – from end-user setup and troubleshooting to data center administration and support. This is not a remote or hybrid opportunity, the position requires San Diego local residency and in-office work. We are not able to sponsor visas at this time.

Essential Functions:

• Configure, implement, monitor, and maintain telecom, network, PC’s, network servers, and business applications.
• Provide help desk support including personal, telephone, and email technical support for four site locations and remote workers.
• Improve existing and/or implement new processes.
• Script programming to automate support and/or server processes.
• Serve as in-house expert on multimedia, streaming media, image development, graphics, and audio.
• Perform other job-related duties as assigned.

Requirements:

• Firm background in information technology, which should include computer, storage and server hardware, business applications, networks, and telecommunications.
• Knowledge of LAN, WAN, Internet, data and voice communications technology, and infrastructure.
• Knowledge of Microsoft server software including SQL Server, Active Directory, and Exchange Server.
• Understanding of data center hardware and techniques, including virtual servers, SAN’s, and backup.
• Must have a thorough knowledge of PC hardware and standard office applications.
• Excellent interpersonal, verbal, and written communications skills.
• Strong customer service orientation and the ability to work well within a team.
• Excellent time management and multi-tasking skills.
• Effective at taking tasks to completion.
• Must be able to work under intensive deadlines with frequent interruptions and complete highly detailed work on multiple, concurrent tasks.
• Must be available from time-to-time for after hours or weekend work.

Preferred Experience:

• Bachelor’s degree with computer science or information systems major is preferred
• Vendor or IT certifications preferred
• Knowledge of SQL preferred
• Knowledge of VoIP preferred
• Knowledge of O365 preferred
• Knowledge of PowerShell preferred
• Knowledge of Salesforce preferred
• Financial Services industry experience preferred

Salary commensurate with experience to include education and certifications:

$36 per hour / $75,000 annually to $50 per hour / $105,000 annually

Dunham & Associates Investment Counsel, Inc. (DAIC) accepts applications for future career opportunities even though there may not be current openings. If you would like to be considered for future positions, please attach your resume and cover letter (optional, but helpful) and answer the few questions attached to this application. 

Thank you!

Human Resources