Operations Associate - Margin Cashier

D.A. Davidson • Great Falls, MT

2d

About The Position

Perform various administrative, operations and clerical duties to contribute to efficient and effective operations of the Margin Department.

Requirements

• High School diploma or comparable work experience
• General knowledge of Microsoft Word, Excel, and Outlook
• Ability to operate a PC, telephone, copier, and scanner
• Familiar with the back-office computer system
• Basic math skills and knowledge of general accounting principles
• Strong human relation skills, as well as excellent verbal and written communication skills and telephone etiquette
• Ability to work with a variety of personalities
• Familiar with the office staff and organizational structure
• Ability to work in a computerized work environment
• Working knowledge of compliance policies and procedures, and ability and willingness to follow them
• Attention to detail and organizational skills, including managing multiple demands and competing priorities
• Ability to work effectively in a fast-paced, deadline-oriented environment.
• Ability to maintain client confidentiality
• Ability to communicate in a clear and service-oriented manner; using appropriate, professional language and grammar to effectively exchange ideas and information, both verbally and in writing.
• Ability to proactively work with both external and internal clients, and to 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

Responsibilities

• Process check requests from client accounts as requested. Review TRAX requests for accuracy and ensure proper paperwork and authorizations are on file.
• Process daily check deposits.
• Maintain daily cashiering file according to the Branch Standardization procedures.
• Maintain a working knowledge of Branch Guide to Operations and ensure adherence to all Branch, Firm and Compliance policies, procedures rules and regulations.
• Maintain a working knowledge of computer system screens and TRAX work flow.
• Assist other Associates, both within and outside the department, with tasks as needed and or assigned.
• Perform any other duties and special projects as necessary.

Benefits

• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Paid holidays + Generous sick, vacation, and maternity/parental leave
• Pet Insurance
• 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 â Our tradition of positively impacting communities in which we live and work.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 1-10 employees