Operations Associate

D.A. Davidson•Great Falls, MT

About The Position

The Operations Associate assists multiple departments with executing a variety of processes, procedures, and functions. The role supports branch associates and works across Operations to review reports, reconcile process outputs, address exceptions, and help test software updates that advance operational workflows. The successful candidate is organized, detail-oriented, able to multitask and meet deadlines, and effective both independently and as part of a team.

Requirements

  • College degree.
  • Clear and effective verbal and written communication skills.
  • Good organizational and time-management skills.
  • Ability to work under pressure and meet deadlines.
  • Computer proficiency, including knowledge of Microsoft Outlook, Word, and Excel.
  • Ability to adapt to a constantly evolving work environment.
  • Good follow-up skills.

Nice To Haves

  • Office experience or basic accounting knowledge.

Responsibilities

  • Support branch associates in a variety of Operations-related aspects.
  • Work effectively with multiple departments throughout Operations.
  • Review reports and reconcile outputs from established procedures and processes.
  • Participate in testing new or potential software updates for operational workflow advancement.
  • Process documented procedures and follow up on them.
  • Review daily reports for exceptions and take the necessary action to resolve them.
  • Perform other duties as assigned.

Benefits

  • Competitive salary.
  • Medical, dental, and vision coverage.
  • Company 401(k) and ESOP contribution.
  • Paid holidays.
  • Generous sick, vacation, and maternity/parental leave.
  • Pet insurance.
  • Professional development opportunities.
  • Tuition reimbursement, with a $15,000 lifetime cap.
  • Discounted personal insurance, including home, auto, and recreational vehicles.
  • Charitable gift-matching program.
  • Davidson Day of Giving.
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