Senior Administrative Assistant - Trust Services Dunham & Associates Investment Counsel, Inc. - 4.4 Reno, NV Job Details Full-time $55,000 - $70,000 a year 10 hours ago Benefits AD&D insurance Partner benefits Paid holidays Disability insurance Health insurance Dental insurance Flexible spending account Paid time off Employee assistance program Vision insurance 401(k) matching Qualifications Microsoft Word Microsoft Outlook Presentation software Phone communication Administrative experience High school diploma or GED Office management Client interaction via phone calls Full 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 Reno office.

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 VFiLFb1iBy