Administrative Services Technician

D.A. Davidson•Great Falls, MT

12d

About The Position

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. You can learn more about our company culture and impact in our latest annual report. Summary/Function: Perform specific administrative support duties as assigned by the Administrative Services Manager to contribute to efficient company operations.

Requirements

Proficient computer skills; familiar with various programs to include Microsoft Outlook, Excel, Word, and Teams 365
Ability to operate a mail scale and postage machine, FedEx with Ship Manager, folding and wrapping machines, laminator, fax, various copiers and multi-line telephone
Ability to lift 20 to 70 pounds and handle large roll-a-way recycle bins
Ability to contend with considerable standing, walking, stooping and bending
Excellent filing and organizational skills and attention to detail
Ability to work in a fast-paced environment
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

Responsibilities

Receive and sign for incoming mail packages from the U.S. Post Office, Fed Ex, and other various courier services; sort and process incoming mail items for interoffice distribution or routing to appropriate office locations; prepare packages for shipment in accordance with department standards; pick up and deliver mail within the Great Falls office complex; prepare mail pouches for the next day’s operation
Prepare outgoing mail and packages based on the most cost effective method available to meet the shipper’s requirements; prepare labels or postage utilizing computer software or postage meter and scale
Stock inventory and replenish copy paper throughout the Great Falls office complex; insure levels are adequate to comply with current and projected usage requirements
Collect and process recyclable products from all departments within the Great Falls complex
Pick up and deliver archived records from the storage warehouse; ensure the company’s and securities industry record retention policies are followed; coordinate with appropriate departments to ensure records are removed from storage and properly disposed of when destroy dates are reached; items must be neatly organized and easy to find; conduct inspections for signs of damage and deterioration of the records
Assemble informational marketing packets; fold, stuff and prepare various mailings for different departments and programs within the company
Respond to and process requests for supplies, business cards, note pads, stationery letterhead, forms, advertising materials and other informational packets as necessary; record and account for items on various databases for billing and reorder purposes
Order, maintain and distribute various publications on a daily basis
Ensure all outgoing mail and packages are picked up by the appropriate vendor before closing the mailroom; deliver items to the vendor location if necessary; turn off and cover department equipment at the end of each day
Perform other duties as assigned

Benefits

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.
D.A. Davidson has been in business for over 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!
At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
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.
Please answer all questions carefully: incomplete or inaccurate answers may impact your potential employment.
By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge.
California applicants please see D.A. Davidson's California Resident .
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses.
These tools assist our recruitment team but do not replace human judgment.
Final hiring decisions are ultimately made by humans.
If you would like more information about how your data is processed, please contact us.