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D.A. Davidson

Wealth management and financial advisory services

Operations Associate

Business & StrategyConfirmed live in the last 24 hours
Full-timeGreat Falls, MT, USANo salary listedIn-person

About the Job

Requirements

  • A college degree is required.
  • Communicate verbally and in writing in a clear and effective manner.
  • Possess good organizational and time-management skills.
  • Work under pressure and meet deadlines.
  • Have computer proficiency, including knowledge of Microsoft Outlook, Word, and Excel.
  • Adapt to a constantly evolving work environment.
  • Possess good follow-up skills.

Responsibilities

  • Support branch associates in a variety of aspects related to Operations.
  • Work effectively with multiple departments throughout Operations.
  • Review reports and perform reconciliations of output from set procedures and processes.
  • Participate in testing new or potential software updates for operational workflow advancement.
  • Process and follow up on documented processes and procedures.
  • Review daily reports for exceptions and take the necessary action to resolve them.
  • Perform other duties as assigned.

Desired Qualifications

  • Office experience or basic accounting knowledge is a plus.

About the Company

D.A. Davidson

Wealth management and financial advisory services

D.A. Davidson & Co. is a financial services firm that provides personalized wealth management and financial advisory support to individuals, families, and businesses in the United States. Its offerings include investment management, financial planning, and trust services, all delivered through a research-based approach that aims to tailor portfolios to each client’s goals. Revenue comes from advisory and asset management fees as well as commissions on financial products. The firm differentiates itself by combining customized, one-on-one guidance with a broad suite of services that cover investments, planning, and trust administration, serving a diverse client base from individuals to business owners. Its goal is to help clients align their portfolios with their financial objectives, protect and grow their wealth, and achieve long-term financial security through disciplined, evidence-based guidance.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Great Falls, MT
Founded
2014

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