Operations Associate

D.A. Davidson • Great Falls, MT

68d

About The Position

This position is responsible for assisting multiple departments with executing various processes, procedures, and functions. The qualified candidate will possess the ability to multi-task, have good organization skills, retain a proven track record of producing accurate work and display a keen attention for detail. The qualified applicant will be capable of working independently and as a team member.

Requirements

• High school diploma.
• Communicates verbally and in writing in a clear and effective manner.
• Possess good organizational and time management skills.
• Ability to work under pressure and meet deadlines.
• Computer proficiency: knowledge of Microsoft Outlook, Word, and Excel.
• Capability to adapt to constantly evolving work environment.
• Possess good follow-up skills.

Nice To Haves

• Office experience or basic accounting knowledge.

Responsibilities

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

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 - Our tradition of positively impacting communities in which we live and work.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: High school or GED