Senior Executive Assistant

D.A. Davidson•Great Falls, MT

12d

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. The role contributes to efficient business operations and represents the firm and its executives in interactions with internal and external parties. It facilitates professional communication and uses sound judgment to determine when issues should be escalated. The position handles confidential, time-sensitive work, supports executive and Board activities, and coordinates meetings, communications, travel, expenses, and events. The assistant is expected to develop working knowledge of the Firm’s operations and key contacts, maintain confidentiality, follow policies and procedures, and collaborate with associates across the organization.

Requirements

Minimum of five years of experience as an executive assistant, preferably in a professional, regulated, and client-facing industry.
Excellent interpersonal, written, and verbal communication skills.
Sound judgment, initiative, good 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 drive for accuracy.
Ability to use Microsoft Office Suite (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 shareholders’ 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, and recruits.
Establish working knowledge of the Firm’s business operations, key company personnel, and outside contacts.
Follow policies and procedures and maintain confidentiality.
Compose, edit, and review routine and advanced highly confidential correspondence, including letters, memoranda, and reports; turn raw text into professional, well-organized documents as needed.
Support Board of Directors and senior management meetings through materials preparation, event and logistics coordination, communications, and other administrative work.
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 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, communication, logistics, and partnership with internal stakeholders.
Perform other duties as assigned.

Benefits

Competitive salary.
Medical, dental, and vision benefits.
Company 401(k) and ESOP contribution.
Generous sick and vacation leave.
Maternity and parental leave.
Paid holidays.
Professional development opportunities.
Tuition reimbursement with a $15,000 lifetime cap.
Discounted personal insurance, including home, auto, and recreational vehicle insurance.
Davidson Day of Giving.