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Operations Associate at D.A. Davidson | Great Falls, MT

On-site Full-time

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Experience Level

Experience

Qualifications

• High school diploma or equivalent.• Exceptional verbal and written communication skills.• Strong organizational and time management capabilities.• Proven ability to work under pressure and meet stringent deadlines.• Proficiency in Microsoft Outlook, Word, and Excel.• Adaptability to a dynamic work environment.• Strong follow-up skills.• Previous office experience or foundational accounting knowledge is a plus.

About the job

D. A. Davidson Companies is a distinguished independent firm, proudly employee-owned, with a legacy of 90 years in the financial services industry. Our commitment to integrity and ethical practices is unwavering, ensuring we deliver exceptional service to our clients and foster a supportive environment among our employees. We cultivate a culture characterized by open communication and collaborative engagement, enhancing both our organization and the communities we serve. Community involvement is a cornerstone of our values, and we are dedicated to making a positive impact. Discover more about our culture and contributions in our latest annual report.

Position Overview:
The Operations Associate plays a vital role in supporting various departments by executing diverse processes, procedures, and functions. The ideal candidate will demonstrate exceptional multitasking abilities, strong organizational skills, a proven track record of accuracy, and an acute attention to detail. The candidate should be adept at working both independently and collaboratively as part of a team.

Qualifications:
• High school diploma or equivalent.
• Exceptional verbal and written communication skills.
• Strong organizational and time management capabilities.
• Proven ability to work under pressure and meet stringent deadlines.
• Proficiency in Microsoft Outlook, Word, and Excel.
• Adaptability to a dynamic work environment.
• Strong follow-up skills.
• Previous office experience or foundational accounting knowledge is a plus.

Key Responsibilities:
• Assist branch associates with various operational tasks.
• Collaborate effectively with multiple departments within Operations.
• Review reports and perform reconciliations based on established processes.
• Participate in testing of new software updates aimed at enhancing operational workflows.
• Process and monitor adherence to established procedures.
• Analyze daily reports for discrepancies and take corrective actions as needed.
• Undertake additional duties as assigned.

Benefits Offered:
We offer a competitive salary along with an attractive benefits package, including but not limited to:
• Comprehensive Medical, Dental, and Vision coverage.
• 401(k) plan with company contributions.
• Paid holidays, plus generous sick leave, vacation, and maternity/parental leave.
• Pet Insurance.
• Professional development opportunities.
• Tuition reimbursement up to $15,000 lifetime cap.
• Discounts on personal insurance, including home and auto.
• Charitable gift-matching program.
• Davidson Day of Giving – a tradition of community impact.

About D.A. Davidson Companies

D. A. Davidson Companies is a distinguished independent firm, proudly employee-owned, with a legacy of 90 years in the financial services industry. Our commitment to integrity and ethical practices is unwavering, ensuring we deliver exceptional service to our clients and foster a supportive environment among our employees.

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