Operations Associate - Managed Assets Account Administrator
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:
Provide account administration support for all managed accounts for D. A. Davidson & Co. and Davidson Investment Advisors (DIA) to contribute to accurate client account information.
Qualifications:
• High school diploma or three years related office experience.
• Strong written and verbal communication skills.
• Strong attention to detail.
• Strong customer service skills.
• Working knowledge of general accounting principles.
• Math skills
• Ability to operate a PC, calculator and scanner.
• 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.
Duties:
• Process emails and phone calls from the branches to assist with any issues or questions
• Open managed asset accounts in a variety of computer systems according to the appropriate managed asset program (SAM, MAC, UMA, MFP, Paragon, Russell, Choice. The position must understand the criteria...