Branch Support Specialist

Branch Support Specialist

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients' financial well-being, we also work to strengthen local communitiesand giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.

Summary / Function : Responsible for Branch Support department tasks, functions, projects and initiatives. Supports the Director of Branch Administration and CAO, Wealth Management, with the maintenance and tracking of ongoing projects, meeting planning, communications, and firm reference documents in support of effective and efficient operations.

Qualifications :

• Successful completion of the Securities Industry Essentials (SIE) Exam preferred or within 6 months of hire. Series 7 / 66 a plus.
• 2+ years' operations or client service related experience (from a branch office and back-office environment a plus). Post-secondary education preferred.
• Solid knowledge of the securities industry, financial markets, products and client relationships, service, and expectations.
• Solid technology skills with Microsoft Office, Outlook, CRM and Teams. Experience with T1 / LSEG, Envestnet, intranet and other applications and systems a plus.
• Excellent communication (written and verbal), proactive problem solving and client service skills.
• Ability to communicate in a clear and service-oriented manner using appropriate, professional language and grammar to effectively exchange ideas and information.
• Diverse people skills and the ability to proactively work both independently and collaboratively with others in a professional manner to accomplish work responsibilities and objectives.
• Ability to think creatively, adapt to change, manage multiple demands and competing priorities in a deadline-oriented environment.
• Strong organizational skills, attention to detail and accuracy.
• Team player who projects a professional and personable manner at all times.
• Follow policies and procedures. Maintain client and firm confidentiality.
• Ability to maintain regular, predictable attendance and to work overtime as needed.

Duties :

What we offer :

D.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.