Executive Office Partner to CEO & CFO

Make Choteau Home

Great Falls (MT)

On-site

USD 70,000 - 110,000

Full time

3 days ago
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Benefits offered by this job

Medical, dental and vision coverage
Company 401(k) and ESOP contribution
Generous paid time off including sick,
Maternity/parental leave
Tuition reimbursement

Job summary

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

You will represent the firm with internal and external parties, manage complex calendars, travel, expenses, and confidential communications, and coordinate Board materials and meetings. Qualified candidates bring five+ years of executive assistant experience in regulated, client-facing environments, excellent communication,

Qualifications

  • Minimum of five years’ experience as an executive assistant in a professional, regulated environment.
  • Excellent interpersonal, written and verbal communication skills.
  • Sound judgment, initiative and organizational skills.
  • Ability to handle confidential information professionally.
  • Ability to work independently in high-pressure situations without direction.
  • Attention to detail and accuracy in work product.
  • Proficiency with Word, Excel, PowerPoint, Outlook, Teams and related software; adaptability to new systems.
  • Ability to collaborate across teams and maintain regular attendance in the office.

Responsibilities

  • Perform duties of a highly confidential and time-sensitive nature.
  • Coordinate and support Executives’ activities: calendar, travel, expenses and meetings.
  • Establish working knowledge of the Firm’s operations and key personnel.
  • Follow policies and maintain confidentiality.
  • Prepare and edit routine and confidential correspondence and documents.
  • Support Board and senior management meeting planning and logistics.
  • Serve as liaison between Executives and firm associates; troubleshoot and provide input.
  • Plan, organize and prioritize work to meet deadlines and goals.
  • Assist other departments with projects and coordinate employee events in Great Falls.

Skills

Executive support
Calendar management
Travel coordination
Confidential communications
Interpersonal skills

Education

Executive assistant experience

Tools

Microsoft Office Suite

Job description

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

You will represent the firm with internal and external parties, manage complex calendars, travel, expenses, and confidential communications, and coordinate Board materials and meetings. Qualified candidates bring five+ years of executive assistant experience in regulated, client-facing environments, excellent communication,

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