Business Development Assistant - Trust Services

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, the 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

• 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

Working Conditions