Executive Assistant to CEO & CFO | Board & Exec Coordination

dadavidson; Great Falls (MT); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical, dental and vision

Company 401(k) and ESOP contribution

Sick, vacation, and maternity/parental

Job summary

D.A. Davidson Companies is seeking an experienced Executive Assistant to provide comprehensive support to the Chairman & Chief Executive Officer and the Chief Financial Officer.

The role includes calendar management, travel planning, expense reviews, and serving as the primary liaison with Board members, executives, and clients. Candidates should have at least five years of EA experience in regulated, client-facing environments, strong communication skills, and the ability to handle confidential

Qualifications

• Minimum of five years' experience as an executive assistant.
• Excellent interpersonal, written and verbal communication skills.
• Sound judgment, initiative and good decision-making and organizational skills.
• Ability to work with confidential and sensitive information in an appropriate and professional manner.
• Ability to work independently and in higher-pressure situations with no direction.
• High attention to detail and drive for accuracy in work product.
• Ability to leverage the Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Teams) and learn new software or systems as needed.
• Ability to proactively work and collaborate effectively both within and across teams to accomplish work responsibilities and objectives.
• Maintain regular, predictable attendance and work in the office as required.

Responsibilities

• Perform duties of a highly confidential and time-sensitive nature. Use independent judgment and initiative to complete tasks.
• Coordinate and support Executives' activities, including calendar management, travel arrangements, expense report preparation and review.
• Establish sufficient working knowledge of the business operations of the Firm, key personnel and outside contacts.
• Follow policies and procedures. Maintain confidentiality.
• Compose, edit and review routing and highly confidential correspondence and reports.
• Support Board of Directors and senior management meeting planning and logistics.
• Serve as liaison between the Executives and the Firm's associates; provide input and recommendations.
• Plan, organize and prioritize work to meet deadlines.
• Assist other departments with projects as time allows; lead events and activities in Great Falls.
• Perform any other duties as assigned.

Skills

Executive support

Communication skills

Discretion

Calendar management

Travel planning

Microsoft Office

Board materials portal

Tools

Microsoft Office Suite

Expense system

Board portal

Job description

D.A. Davidson Companies is seeking an experienced Executive Assistant to provide comprehensive support to the Chairman & Chief Executive Officer and the Chief Financial Officer.

The role includes calendar management, travel planning, expense reviews, and serving as the primary liaison with Board members, executives, and clients. Candidates should have at least five years of EA experience in regulated, client-facing environments, strong communication skills, and the ability to handle confidential