Senior Administrative Assistant - Trust Services

Dunham Trust Company; Reno (NV); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Health benefits

401(k) match

PTO & holidays

Company events

Job summary

Dunham Trust Company in Reno, NV is seeking a Senior Administrative Assistant to support daily operations at the main office. The role involves supervising an administrative team, handling office logistics, and ensuring smooth workflow.

You will manage vendor communications, coordinate meetings, oversee travel arrangements for staff and the Board, and support IT setup. Proficiency in MS Word, Outlook, PowerPoint, Excel, and Salesforce is a plus.

Qualifications

• Two years of admin/office management experience.
• Supervisory and/or staff management experience.
• Proficient in MS Word and Outlook; PowerPoint & Excel preferred.
• Salesforce experience a plus.
• Prior trust office or legal experience a plus.

Responsibilities

• Supervise team of Administrative Assistants, Receptionist and workflow.
• Proactively facilitates and manages administrative functions.
• Office management and organization.
• Manage Salesforce case workflow.
• Handle vendor, landlord, and property management communication.
• Coordinate client, staff and colleague meetings.
• Schedule seminars, luncheons, staff events.
• Process expense reports for staff.
• Travel coordination for staff and Board of Directors.
• Support for IT, setup and configuration.

Skills

Verbal communication

Organizational skills

Time management

Problem solving

Customer service

Education

High school diploma

Tools

MS Word

Outlook

PowerPoint

Excel

Salesforce

Job description

Senior 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 and Wyoming.

Bring your drive and a great attitude to DTC, 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.

This position is onsite in our newly opened downtown Renooffice.

Job Summary: (Purpose of Job)

The Senior Administrative Assistant serves as a primary resource for daily operations and provides administrative and business support in order to establish and maintain a smooth-running main office for DTC.

Essential Functions: (Primary responsibilities)

• Supervise team of Administrative Assistants, Receptionist and workflow;
• Proactively facilitates and manages administrative functions;
• Office management and organization;
• Manage Salesforce case workflow;
• Handle vendor, landlord, and property management communication;
• Coordinate client, staff and colleague meetings;
• Schedule seminars, luncheons, staff events;
• Process expense reports for staff;
• Manage corporate credit cards monthly reconciliation and submitting client expenses;
• Travel coordination for staff and Board of Directors;
• Support for IT, setup and configuration;
• The responsibilities listed are a general overview of the position and additional duties may be assigned.

Back-Up Functions: (Secondary responsibilities)

• Back-up Administrative Assistants and Receptionist

Education Required:

• Minimum high school diploma;

Experience Required:

• Two years of prior administrative/office management experience;
• Prior supervisorial and/or staff management experience;
• Proficient in MS Word and Outlook (PowerPoint & Excel preferred);
• Salesforce a plus;
• Prior trust office or legal experience a plus.

Special Skills Required:

• Excellent verbal and written communication skills with a pleasant phone manner;
• Exceptional organizational skillset;
• High attention to detail;
• Good written communication skills;
• Professional front-office manner with excellent client relations and customer service skills;
• Able to manage time and handle many priorities in a fast-paced office environment;
• Good problem-solving skills.

Trust services offered through Dunham Trust, an independent trust company licensed and regulated by the State of Nevada, Department of Business and Industry, Financial Institution Division. Dunham Private Trust is the Wyoming division of Dunham Trust.

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)
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