Trust Investment Associate

2 weeks ago

Reno, United States Dunham & Associates Investment Counsel, Inc. Full time
Job DescriptionJob DescriptionTRUST INVESTMENT ASSOCIATE
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 offices in Las Vegas, Nevada and Loveland, Colorado.

DTC is looking to hire a full-time Trust Investment Associate to work in our Reno office who is responsible for investment functions related to asset management for DTC and oversee coordination of asset onboarding, third party account set-up, and ongoing review.

Job Summary: (Purpose of Job)

Responsible for assisting in the due diligence, establishment, oversight, and review of investments on behalf of clients for DTC. The Trust Investment Associate will work with a broad range of asset types. The position is deeply involved in strategic allocation program of our in-house mutual fund program and participates in the investment committee. The role also works with delegated outside financial advisors from around the country for external investments. Asset types will be varied and interesting: Mutual funds, ETFs, stocks, bonds, real estate, alternatives, private equites, and private debts. Many clients are high net worth and ultra-high net worth, and you will gain experience in asset classes not typically seen by retail investors.

Essential Functions: (Primary responsibilities)
  • Process asset transfers by means of Automated Customer Account Transfers (ACATs) and non-ACATs
    • Differentiate investment types, review customer documents, reconcile accuracy of receipt and delivery of assets, research inquiries, and contact contra firms;
    • Maintain assets in accounting system, perform third-party account set-up, and process account applications for all outside accounts;
    • Obtain and update cost basis information for accounts;
  • Participate in the Trust Investment Committee and Dunham Asset Allocation Program Committee;
  • Strengthen and nurture ongoing relationships with high net worth contacts, consistently exceeding service expectations through Dunham’s Private Client Group in Reno, NV;
  • Collaborate with Dunham’s Business Development Team assisting in the onboarding and implementation of new trust relationships and assets;
  • Review and update asset allocations and investment objectives as directed for Dunham asset allocation program;
  • Assist in allocation rebalances, customer and financial advisor reviews;
  • Manage ongoing private equity relationships including capital calls, distribution notices, market value updates, and registration changes;
  • Perform asset reviews of outside accounts:
    • Establish and maintain ongoing fiduciary oversight of delegated investments through Orion data aggregation
    • Review and compare asset allocation versus investment objectives and investment policies
    • Collect and review performance for outside accounts;
  • Perform other tasks and projects as assigned.                                                                           
Experience / Education Required:
  • College degree in a finance-related field or equivalent industry experience;
  • Two or more years or experience in a financial services environment with considerable understandings of investments and securities
  • Interest and knowledge of the capital markets;
  • Working knowledge of Microsoft 365, intermediate Excel skills;
  • Salesforce and/or other customer relationship management (CRM) software experience;
  • Obtain necessary licenses for trading and investment advice (SIE, Series 7 &  Series 66) within a specified timeframe, company will sponsor and provide training materials.
Special Skills Required:
  • Strong written and oral communication skills;
  • Ability to maintain positive working relationships with staff, internally and externally;
  • Ability to analyze and understand operational systems;
  • Strong attention to detail;
  • Strong interpersonal & organization skills;
  • Flexibility in working with others;
  • Ability to work independently and take initiate.
Helpful Experience/Qualities:
  • Passed Securities Industry Essentials® (SIE®) Exam
  • Experience as an assistant or client service role in a financial advisor office environment (e.g. Client Services Associate, Operations Analyst)
  • Mind mapping Software Experience Creative software experience (e.g. Xmind)

 

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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