Investment Specialist jobs in Laramie, WY

Investment Specialist invests in and sells short-term securities, including commercial paper to meet short-term investment and financing needs. Tracks market rates, sets rates to be paid, and the daily quantity to be sold. Being an Investment Specialist prepares periodic investment reports. Requires a bachelor's degree. Additionally, Investment Specialist typically reports to a manager. Investment Specialist is a specialist on complex technical and business matters. Work is highly independent. May assume a team lead role for the work group. To be an Investment Specialist typically requires 7+ years of related experience. (Copyright 2024 Salary.com)

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Trust Officer - Dunham Trust Wyoming
  • Dunham & Associates Investment Counsel, Inc.
  • Laramie, WY FULL_TIME
  • TRUST OFFICER

    An Opportunity to Craft Your Future

    Are you ready to unleash your potential and embark on a journey of innovation and growth? If you are excited about building something exceptional from the ground up, consider exploring an extraordinary opportunity with Dunham Trust Company!

    With 24 years of expertise as a trusted Nevada trust company, we are setting our sights on Wyoming and seeking passionate individuals to spearhead this exciting venture.

    Who We Are

    Established in 1999, Dunham Trust Company has honed its legacy in trust services and wealth management. Our footprint spans Reno to Loveland, Colorado, and Las Vegas, built on our commitment to excellence.

    The Opportunity

    As a Trust Officer in our upcoming Laramie, Wyoming office, you will be part of the team to build a genuinely exceptional Private Trust Company catering to families with $20 million to $200 million in assets. This role is your canvas to craft an unparalleled client experience together with personal and professional satisfaction.

    This is not just a career move but a chance to pioneer a groundbreaking institution in our new Private Trust Office in Laramie, Wyoming. Our client-centric approach empowers a diverse clientele, offering abundant growth opportunities.

    Ready to ignite your potential and be part of innovation and growth?  Apply on the career page of our website www.dunhamtrust.com

    Essential Functions:

    • Develop professional relationships with clients and their dependents and function as the clients’ trusted advisor, anticipating their wealth planning needs;
    • Coordinate fiduciary and administrative services for clients;
    • Administer multi-generational trusts, often with discretionary income and principal payments distributed among multiple family members, while managing financial risk;
    • Execute the terms of any estate plan or document in which Dunham Trust serves as trustee, executor, personal representative, guardian, or agent for fiduciary, often exercising broad discretion for beneficiaries with competing interests;
    • Collaborate with clients’ advisors, including attorneys and accountants, to develop and implement a comprehensive wealth plan and to ensure proper tax planning;
    • Ensure all internal compliance and proper documentation requirements are met, consistent with internal fiduciary policies and procedures regarding new business and asset acceptances, discretionary actions, and all other policies, procedures, and guidelines;
    • Contribute meaningfully to business development by proactively prospecting for clients and building the business pipeline by soliciting and receiving referrals from existing clients, internal business partners, and centers of influence;
    • Participate actively in community affairs and professional associations and attend community and/or industry-specific forums, conferences, and/or meetings in order to broaden relationships, network, and continually deepen knowledge of trends, practices, products, and competitors;
    • Serve as valued team member and resource for other Dunham Trust and affiliate team members; provide back-up for other Trust Officers as needed.

    Education Required:

    Bachelor’s degree required

    Professional license (CTFA, CFP, CPA preferred)

    Experience Required:

    Minimum of 5 years of demonstrated personal trust administration experience;

    Demonstrated understanding of financial markets and investment theory.

    Other Requirements:

    Demonstrated history as a self-starter with tremendous initiative and accountability

    Ability to travel to client locations as needed;

    Ability to work under intensive deadlines with frequent interruptions;

    Excellent presentation and verbal/written communication skills;

    Able to use independent judgment and discretion to interact with internal and external customers to provide excellent service;

    Professional, confident, and positive demeanor;

    Excellent organizational skills with outstanding attention to detail.

    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

  • 25 Days Ago

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Trust Officer - Wyoming
  • Dunham & Associates Investment Counsel, Inc.
  • Laramie, WY FULL_TIME
  • TRUST OFFICERAn Opportunity to Craft Your FutureAre you ready to unleash your potential and embark on a journey of innovation and growth? If you are excited about building something exceptional from t...
  • 1 Month Ago

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Merchandiser Specialist
  • Acosta Group
  • Rawlins, WY FULL_TIME
  • **Start your career with Premium.** \#WeArePremium **Merchandiser Specialist** **General Information** **Company:** PRE-US **Location:** RAWLINS, Wyoming, 82301 **Ref #:** 35493 **Function:** Merchand...
  • 18 Days Ago

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Operations Specialist
  • Robert Half
  • Centennial, WY OTHER
  • Robert Half is hiring for an Operations Assistant for a company located in Centennial. This is a part-time opportunity, and can accommodate 20-30 hours a week. If interested, please apply directly. As...
  • 18 Days Ago

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Reimbursement Specialist
  • Premier Bone & Joint Centers
  • Laramie, WY FULL_TIME
  • DescriptionJob Summary:Follow up on rejected claims and overdue insurance balances using Explanation of Benefits (EOBs) and other reports. Build and maintain relationships with payers.Essential Duties...
  • 21 Days Ago

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Marketing Specialist
  • Uniwyo Federal Credit Union
  • Laramie, WY FULL_TIME
  • Position: Marketing Specialist Hiring Range: $17.98 to $23.46 per hour, DOE Benefits: Yes FLSA Status: Non-Exempt Employment Status: Full Time Location: Laramie, Wyoming ABOUT UNIWYO CREDIT UNION: For...
  • Just Posted

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0 Investment Specialist jobs found in Laramie, WY area

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Deli Clerk
  • Travel America / Petro - TA Operating, LLC
  • Laramie, WY
  • Theres never been a better time to join Travel. Centers of America! For more than 50 years, millions of professional tru...
  • 3/28/2024 12:00:00 AM

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Life Insurance Agent
  • The Alicea Insurance Agency
  • Laramie, WY
  • Organization Description: The Alicea Insurance Agency is an insurance and financial services agency. Our company was fou...
  • 3/28/2024 12:00:00 AM

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FT Customer Service Agent (Work From Home)>
  • Destinee Travel
  • Laramie, WY
  • [Customer Support / Remote] Anywhere in U.S. / Up to $65K per year / Extremely flexible hours - As a Customer Service Ag...
  • 3/28/2024 12:00:00 AM

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Asst Equipment Manager - Equipment Room
  • University of Wyoming
  • Laramie, WY
  • Assist in supervision and duties with assigned sports and departments in support of equipment department functions inclu...
  • 3/28/2024 12:00:00 AM

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Car Hop
  • Sonic Corporation
  • Laramie, WY
  • As a SONIC Drive-In Carhop, your primary responsibility is to provide every guest with a Super. SONIC experience by:Deli...
  • 3/28/2024 12:00:00 AM

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Makerspace Coordinator - Engineering & Physical Sciences Deans Office
  • University of Wyoming
  • Laramie, WY
  • Job Description The University of Wyoming invites diverse applicants to consider our employment opportunities. We are al...
  • 3/27/2024 12:00:00 AM

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Customer Service Representative - Seasonal (Remote)
  • Concentrix
  • Cheyenne, WY
  • Job Title: Customer Service Representative - Seasonal (Remote) Job Description **JOB DESCRIPTION** The Customer Service ...
  • 3/25/2024 12:00:00 AM

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Lidar Research Scientist -Atmospheric Science
  • University of Wyoming
  • Laramie, WY
  • Job Description The University of Wyoming invites diverse applicants to consider our employment opportunities. We are al...
  • 3/24/2024 12:00:00 AM

Laramie /ˈlærəmi/ is a city in and the county seat of Albany County, Wyoming, United States. The population was 30,816 at the 2010 census. Located on the Laramie River in southeastern Wyoming, the city is west of Cheyenne, at the junction of Interstate 80 and U.S. Route 287. Laramie was settled in the mid-19th century along the Union Pacific Railroad line, which crosses the Laramie River at Laramie. It is home to the University of Wyoming, WyoTech, and a branch of Laramie County Community College. Laramie Regional Airport serves Laramie. The ruins of Fort Sanders, an army fort predating Larami...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Specialist jobs
$97,391 to $164,644
Laramie, Wyoming area prices
were up 2.3% from a year ago

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