Managed Assets Operations Associate

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 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. You can learn more about our company culture and impact in our latest annual report.

Summary/Function:
Administration of shareholder voting process, voting request escalation and record retention.  Administration of shareholder votes for managed accounts. 
Qualifications:
•    High school diploma or three years related office experience
•    Proficient use of computer programs; experience with Microsoft Excel a necessity
•    Attention to detail and accuracy
•    Ability to prioritize and multi-task
•    Ability to work under pressure
•    Ability to work without supervision yet work as part of a team
•    Ability to interact with employees and outside vendors in a professional and personable manner
•    Ability and willingness to follow policies and procedures
•    Commitment to maintain client confidentiality and data security
•    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 to accomplish work responsibilities and objectives
•    Ability to maintain regular, reliable, in-person attendance on the job is a necessary and essential function
Duties:
•    Daily voting maintenance which includes voting, adding, and deleting new and closed accounts and keeping records...