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 communities—and giving back is one of our core values.
Summary:
This position is responsible opening and maintaining client accounts and records in accordance with desk procedures and firm policies/ procedures. This role requires organization, accuracy, and attention to detail. The qualified applicant will be capable of working independently and as a team member.
Experience and Skills
Qualifications:
*High school diploma.
*Strong written and verbal communication skills.
*Strong attention to detail.
*Familiar with Microsoft Outlook, Word and Excel.
*Follow policies and procedures. Maintain client confidentiality.
*Communicate in a clear and service oriented manner. Use appropriate, professional language and grammar to effectively exchange ideas and information.
*Ability to proactively work with both external and internal clients. Relate with others in a professional manner in order to accomplish work responsibilities and objectives.
*Ability to maintain regular, predictable attendance.
*Effective at time Management.
Duties:
*Open and review all account documents and information to contribute to complete and accurate client account information.
*Identify any problems, notify appropriate personnel and follow through to resolution.
*Update client accounts and ensure information is changed in all applicable systems and screens.
*Review daily reports for exceptions and take the necessary action to resolve.
*Assist branch associates and advisors with document completion and workflow processing
*Document and update procedures as necessary or as assigned.
*Perform any other tasks as assigned
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
*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.
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, sex, gender, gender expression, 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.
Operations Associate - New Accounts Department • Great Falls, MT
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