Senior Executive Assistant

D.A. Davidson•Great Falls, MT

11d

About The Position

D.A. Davidson Companies is seeking a Senior Executive Assistant to provide comprehensive administrative support to the Chairman & Chief Executive Officer and the Chief Financial Officer, contributing to efficient and effective business operations. The role represents the firm and its executives with internal and external parties and facilitates professional communication, using sound judgment to determine when escalation is appropriate. It involves handling confidential and time-sensitive matters, coordinating executive and Board activities, supporting meetings and events, and collaborating with associates and departments across the company. The position requires regular, predictable attendance and work in the office as required, with occasional travel based on business needs.

Requirements

At least five years of experience as an executive assistant; experience in a professional, regulated, and client-facing industry is preferred.
Excellent interpersonal, written, and verbal communication skills.
Sound judgment, initiative, decision-making, and organizational skills.
Ability to handle confidential and sensitive information appropriately and professionally.
Ability to work independently and in higher-pressure situations without direction.
High attention to detail and a commitment to accuracy.
Ability to use Microsoft Office Suite, including Word, Excel, PowerPoint, Outlook, and Teams, and learn new software or systems as needed.
Ability to work proactively and collaborate effectively within and across teams.
Ability to maintain regular, predictable attendance and work in the office as required.
Ability to travel from time to time as business needs require, potentially for shareholder meetings, reward trips, leadership meetings, or other Firm events.

Nice To Haves

Experience as an executive assistant in a professional, regulated, and client-facing industry.

Responsibilities

Perform highly confidential and time-sensitive duties, using independent judgment and initiative; this may include attending and participating in confidential meetings.
Coordinate executive activities, including calendar management, travel arrangements, expense report preparation and review, internal and external meetings, and communications with Board members, senior executives, associates, clients, prospects, or recruits.
Develop working knowledge of the Firm’s business operations, key personnel, and outside contacts.
Follow policies and procedures and maintain confidentiality.
Compose, edit, and review routine and advanced confidential correspondence, including letters, memoranda, and reports; transform raw text into professional, well-organized documents as needed.
Support Board of Directors and senior management meeting planning, including preparation of materials, event and logistics coordination, communications, and other administrative duties.
Serve as liaison between executives and Firm associates; provide assistance, troubleshoot problems, and offer recommendations and input as requested.
Plan, organize, and prioritize work to meet deadlines and complete tasks within established timeframes.
Assist corporate office staff and company departments with ongoing or short-term projects as time allows.
Support and, as appropriate, lead Great Falls and Firm-centered employee events and activities, including coordination, communications, logistics, and partnership with internal stakeholders.
Perform other duties as assigned.