Salary Range: 28.85 to 33.65 (Currency: USD) (Pay period: per-hour-wage)

Qualifications:

• Bachelor’s degree, preferably in information systems, business, communication, or a related field required. 
• Working knowledge of the securities industry and financial markets.
• Strong technology skills, including proficiency with Microsoft Office and other applications used within the securities industry.
• Ability to work consistently from local D.A. Davidson office location.
• Ability to travel as needed for onboarding, hardware refreshes, and new branch location openings (Estimated 10-20% based on need).  

Key Skills & Competencies:

• Highly motivated and resourceful self-starter with superior attention to detail.
• Skilled in designing, implementing, and continuously improving scalable processes that can adapt to different roles, departments, and branches.
• Ability to manage multiple onboarding or job change processes simultaneously, keeping each stage and employee on track.
• Excellent communication skills delivered in a creative, service-oriented and solutions-based manner that helps employees feel valued and connected.
• Ability to think and work independently in a proactive and forward-looking manner, multi-task, prioritize, and follow through on assigned work.
• Ability to handle confidential information and matters with discretion.
• Willingness to obtain SIE & Series 99 (if not already licensed).

Duties:

• Create and maintain job profile documentation including standard applications used by each and required approvals for each.
• Create and manage a structured onboarding and job change process with checklists, timelines, and educational materials to ensure a consistent experience.
• Submit and track new hire, job change, and offboarding requests through the D.A. Davidson Support Portal on the manager’s behalf.
• Partner with IT to ensure hardware and application needs are understood and made available upon new hire or job change start date or within expected service level agreement requirements.
• Partner with Managers and the Transitions Team to coordinate and oversee new office set-ups in support of recruiting activity.
• Monitor tasks, ensure timely completion of key steps, and track progress across different stages of onboarding and job changes.
• Provide reporting on onboarding outcomes and trends to Wealth Management, Human Capital, and IT Leadership.
• Assist in coordinating and scheduling specialized training for new hires to ensure they receive job-specific knowledge and tools needed to succeed.
• Collect feedback and recommend improvements to the onboarding, job change, offboarding, and hardware replacement process.
• Perform other duties as assigned.

What we Offer:

• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.