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 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 : Serve as the primary point of contact for incoming inquiries via phone and email, delivering professional and courteous customer service to clients, financial advisors, attorneys, CPAs, and internal teams. Manage and respond to routine correspondence, ensuring timely resolution of administrative inquiries and coordinating virtual or phone-based meeting schedules. Provide exceptional client support by addressing basic inquiries, clarifying procedural details, and facilitating information requests to enhance client experiences.
• Collaboration and Support : Facilitate lead and referral tracking by allocating data to appropriate team members within internal systems, ensuring timely follow-up and coordination. Collaborate with trust officers, operations, administration, and other departments to streamline administrative processes, including preparing onboarding documentation and maintaining compliance-related records.

Qualifications

Working Conditions

This role is full-time in-office at Dunham Trust Company's headquarters in Las Vegas. Involves extensive use of communication and data management systems, including prolonged engagement with phone, email, and database platforms. Operates within a collaborative environment, requiring close coordination with the Business Development Manager, Coordinator, trust officers, and interdepartmental teams.

Benefits

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