Trust Clerk jobs in Laramie, WY

Trust Clerk creates and maintains trust account records, notices and reports. Prepares expense checks and may administer charge fees according to the requests of account administrator. Being a Trust Clerk may require an associate degree. Typically reports to a supervisor. The Trust Clerk may require 0-1 year of general work experience. Possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. (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

  • 26 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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Bakery clerk
  • The Kroger Co.
  • Rawlins, WY FULL_TIME
  • Assist customers and keep bakery products stocked. Role model and demonstrate the Company s core values of respect, honesty, integrity, diversity, inclusion and safety.Based in Colorado, City Market m...
  • Just Posted

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Deli Clerk
  • TravelCenters of America
  • Laramie, WY FULL_TIME
  • There’s never been a better time to join TravelCenters of America! For more than 50 years, millions of professional truck drivers and motorists have called our travel centers home, depending on us dai...
  • 10 Days Ago

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Billing Clerk
  • Robert Half
  • Centennial, WY PER_DIEM
  • Robert Half is partnering with a local company seeking an AR/Billing Specialist. The AR/Billing Specialist should have at minimum an associate's degree and want to learn and grow. The AR/Billing Speci...
  • 18 Days Ago

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Deli Clerk
  • travelcenters-pilot
  • Laramie, WY FULL_TIME
  • There’s never been a better time to join TravelCenters of America! For more than 50 years, millions of professional truck drivers and motorists have called our travel centers home, depending on us dai...
  • 1 Month Ago

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0 Trust Clerk 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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Postal Clerk - No Experience Required
  • The Postal Service
  • Laramie, WY
  • POSTAL CLERK NO EXPERIENCE REQUIRED PAID TRAINING PROVIDED JOB SECURITY The Postal Service is the largest government rel...
  • 3/28/2024 12:00:00 AM

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Postal Mail Processor-No experience required
  • The Postal Service
  • Laramie, WY
  • POSTAL CLERK NO EXPERIENCE REQUIRED PAID TRAINING PROVIDED JOB SECURITY The Postal Service is the largest government rel...
  • 3/28/2024 12:00:00 AM

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Contact Center Officer
  • Uniwyo Federal Credit Union
  • Laramie, WY
  • Job Description Job Description Position: Contact Center Officer Hiring Range: $16.33 to $17.15 per hour Benefits: Yes F...
  • 3/28/2024 12:00:00 AM

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Accounting Lead - Remote & Haiti
  • Amentum
  • Cheyenne, WY
  • Amentum, a large government contract company, is seeking an Accounting Lead to support a pending contract award in Haiti...
  • 3/28/2024 12:00:00 AM

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MEAT/CLERK
  • Kroger
  • Cheyenne, WY
  • Job Description Perform general clean-up and stock work in the Meat department and provide customer service. Demonstrate...
  • 3/26/2024 12:00:00 AM

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Data Clerk
  • Intergrum Solutions LLC.
  • Wyoming, WY
  • Job Description Job Description We are looking for a hard-working, detail-oriented, dependable individual with a friendl...
  • 3/26/2024 12:00:00 AM

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Front Desk Agent
  • Fairfield Cheyenne WY
  • Cheyenne, WY
  • Job Summary: Front Desk Agents are responsible for greeting and registering the guest providing outstanding guest servic...
  • 3/25/2024 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 Trust Clerk jobs
$33,037 to $39,438
Laramie, Wyoming area prices
were up 2.3% from a year ago

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If the minor would like to request their trust fund by mail, the minor has to complete the acknowledgment form in front of a notary and mail this document along with the original birth certificate, a copy of their current state ID or current school ID and copy of their Social Security card.
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Based on our compensation data, the estimated salary potential for Trust Clerk will increase 16 % over 5 years.
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