Full-Time

Executive Assistant

Confirmed live in the last 24 hours

D.A. Davidson

D.A. Davidson

1,001-5,000 employees

Provides wealth management and financial advisory services

Financial Services

Compensation Overview

$33.96 - $50.94Hourly

Mid

New York, NY, USA

This role is 100% in-office, requiring full-time presence five days per week.

Category
Executive Support
Administrative & Executive Assistance
Required Skills
Salesforce
PowerPoint/Keynote/Slides
Requirements
  • A minimum of 3 years’ experience as an Executive Assistant supporting a team in a fast-paced professional environment required.
  • Must be proactive and solution-oriented: be the first to notice problems, propose solutions, and help execute.
  • Excellent organizational and time management skills, and the ability to work under pressure with diverse workloads and little or no direct supervision.
  • Strong written and verbal communications skills, strong interpersonal skills.
  • Ability to apply good judgment and appropriately handle sensitive or confidential information and situations.
  • Tech savvy, strong working knowledge of MS Office, and ability to promptly learn to work with other applications. Salesforce experience a strong plus.
  • A team player with a desire to collaborate with other support team members.
  • Ability to work overtime as needed.
  • This role is 100% in-office. Candidates must have the ability to work on site full time, five days per week.
Responsibilities
  • Perform various duties for the team to contribute to effective and efficient business operations. Duties include, but are not limited to: Calendar management and coordination of internal and external meetings, conference calls, video conferencing, etc.; Coordinating domestic and international travel and meeting arrangements; Processing expense reports and submitting to accounting for payment; Compiling reports and analysis for weekly team meetings; Assisting with PowerPoint presentations and other client materials; Maintaining department files and managing the record retention process to ensure compliance with industry regulations; Establishing and maintaining working knowledge of company and division policies and procedures.
  • Support investment bankers with transaction-related tasks, including but not limited to: Maintaining and updating CRM database with contact, meeting, and deal-related information; Preparing client invoices and following up with accounting; Preparing, printing, and binding client presentations; Composing correspondence of a highly confidential and sensitive nature; Internal intake, filing, document management, and distribution of confidential client information as part of client engagement process.
  • Assist with planning internal and client-related virtual and in-person events, including on-site coordination when necessary.
  • Perform any other duties as assigned.

D.A. Davidson & Co. provides personalized wealth management and financial advisory services to individuals, families, and businesses primarily in the United States. The firm offers a variety of services, including investment management, financial planning, and trust services, helping clients align their portfolios with their financial goals through a research-based approach. D.A. Davidson differentiates itself from competitors by focusing on personalized solutions tailored to a diverse client base, from individual investors to business owners. The company's goal is to build long-term relationships with clients and support them in achieving their financial objectives.

Company Stage

N/A

Total Funding

N/A

Headquarters

Great Falls, Montana

Founded

2014

Growth & Insights
Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • Joining D.A. Davidson offers exposure to high-profile deals and strategic partnerships, enhancing professional growth and industry expertise.
  • The firm's expansion into diverse sectors like industrial automation and precious metals provides employees with opportunities to work on varied and impactful projects.
  • D.A. Davidson's commitment to growing its presence in strategic markets, such as Boston, indicates robust growth prospects and potential for career advancement.

What critics are saying

  • The competitive landscape in financial advisory and investment banking requires D.A. Davidson to continuously innovate to maintain its market position.
  • Frequent strategic hires and expansions may lead to integration challenges and potential cultural misalignments within the firm.

What makes D.A. Davidson unique

  • D.A. Davidson's full-service platform integrates Capital Markets, Investment Banking, Institutional Research, Sales and Trading, and Sponsor Coverage, offering a comprehensive suite of services to technology clients.
  • The firm's role as exclusive financial advisor in strategic partnerships and acquisitions, such as with Sammons Warehouse Solutions and A-Mark Precious Metals, highlights its expertise in mid-market and specialized sectors.
  • D.A. Davidson's strategic hires and expansions, particularly in the Diversified Industrials and Technology sectors, demonstrate a focused approach to industry-specific growth.

Help us improve and share your feedback! Did you find this helpful?