Business Development Assistant - Trust Services

Job Description

Job Description

BUSINESS DEVELOPMENT ASSISTANT - TRUST SERVICES

Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and specialized investment administration. Chartered in 1999 and headquartered in Reno, Nevada, DTC serves high net worth and ultra-high net worth clients with additional offices in Las Vegas, Wyoming, and Colorado.

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.

Position Overview

The Business Development Assistant provides critical administrative support within the Business Development Department at Dunham Trust Company. Reporting directly to the Business Development Manager and collaborating closely with the Business Development Coordinator, this role ensures seamless departmental operations through meticulous data management, robust client communication, and exceptional customer service. The Assistant is responsible for executing administrative tasks, maintaining accurate records, and facilitating interdepartmental coordination to support the department’s objectives in trust services and client relationship management.

Key Responsibilities

Administrative and Operational Support :

• Execute precise data entry and management within internal systems, including inputting client information, trust documents, fee engagements, and contacts into CRM platforms (e.g., Salesforce), while ensuring accuracy in account statements and related records.
• Create, organize, and maintain comprehensive departmental files, including resignation and appointment letters, to ensure accessibility and compliance with internal standards.
• Assist in drafting and reviewing routine documentation and forms under the guidance of the Business Development Manager and Coordinator, ensuring accuracy and adherence to departmental protocols.

Client Communication and Customer Service :

Collaboration and Support :

Qualifications

Advanced proficiency in office software, including Microsoft Office Suite (outlook, excel, word), CRM systems (e.g., Salesforce), and database management for accurate data entry and record maintenance.

Working Conditions

Salary $20 to $28 per hour based on experience.

Dunham & Associates 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)

Flexible Spending Plan (FSA)

Employee Assistance Plan (company paid)

Domestic Partner benefits

Aflac

Other Great Benefits!

401(k) Plan with generous company match

Paid Time Off (PTO) and Holiday benefits

Company-Sponsored Events

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