Administrative Assistant - Financial Services

ADMINISTRATIVE ASSISTANT

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.

Bring your drive and a great attitude to Dunham Trust Company, 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. 

DTC is looking to hire a full-time Administrative Assistant who will be responsible for providing administrative and back-up receptionist support for the DTC Reno office.

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

Essential Functions:

• Maintain strict confidentiality of all records and data received and produced
• Answer phones, screen calls and transfer as necessary on a multi-line system
• Update Salesforce database with changes and/or new additions
• Make copies, scan, and perform electronic filing of all documents in Laserfiche
• Coordinate signatures and notary when needed
• Schedule in-person and virtual meetings
• Organize in-office meetings (meals, travel, conference room bookings, etc.)
• Deliver documents to law offices and/or CPAs as needed
• Maintain conference rooms and office common areas in a neat and presentable manner daily
• Ensure proper shipment of outgoing mail and packages, maintain related supplies
• Assist with other administrative tasks as assigned

Back-Up Functions: (Secondary responsibilities)

• • Back-up receptionist for lunches and breaks on a regular basis
  • Back-up receptionist’s responsibilities when she/he is out of office
  • Back-up for Sr. Administrative Assistant
  • Meet and welcome Company clients and visitors, answer questions, and direct them to the appropriate DTC resource
  • Sort mail for distribution and route faxes to designated individuals or department

Education and Education Required:

• High school degree: AA or bachelor's degree preferred.
• Minimum of 3-5 years of equivalent experience
• Prior experience with Microsoft Office Suite – Outlook, Word, Excel, PowerPoint.

Special Skills Required:

• Strong attention to detail.
• Excellent organizational skills.
• Ability to prioritize multiple projects and responsibilities.
• Ability to think and work independently as well as in a team environment.
• Accurate data entry and communication skills, both verbal and written.
• Knowledge of office systems and procedures.
• Working knowledge of office equipment like printers, fax machines, and copiers.
• Experience in the trust industry is preferred.
• Knowledge of Salesforce a plus.

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